Want to Launch Portfolio Management Service (PMS) with Huge Tax Benefits?
India’s Portfolio Management Services (PMS) industry is witnessing rapid growth, expanding at a 33% CAGR and crossing ₹7 lakh crore in Assets Under Management (AUM). With rising demand from HNIs and UHNIs for customized investment strategies, PMS has become one of the most lucrative segments in wealth management.
The biggest opportunity today?
Setting up your PMS in GIFT City (IFSC).
What Is Portfolio Management Service (PMS)?
A Portfolio Management Service (PMS) offers customized investment solutions to high-net-worth individuals, tailored to their risk appetite, goals, and preferences.
Unlike mutual funds, PMS provides:
- Direct ownership of securities
- Customized investment strategies
- Higher flexibility and transparency
- Focused wealth creation for HNIs & UHNIs
Why GIFT City Is the Ideal Location for PMS Setup
GIFT City – India’s International Financial Services Centre (IFSC) is designed to attract global financial institutions with a simplified regulatory framework and world-class tax incentives.
Key Tax & Regulatory Benefits of PMS in GIFT City
✔ 100% tax exemption on business income for 10 out of 15 years
✔ No STT, CTT, Stamp Duty, or GST on offshore financial services
✔ Capital gains tax exemptions within the IFSC
✔ Lower Minimum Alternate Tax (MAT) at 9%
✔ No CSR obligations for the first 5 years
These benefits significantly enhance profitability compared to mainland India.
GIFT City: More Than Just Tax Savings
GIFT City is not merely a tax-efficient zone—it is India’s gateway to global finance. PMS entities in IFSC benefit from:
- Liberalized regulatory environment
- Access to global investors and offshore funds
- International banking and financial infrastructure
- Faster approvals and ease of doing business
This makes it an ideal base for scaling wealth management operations globally.
Who Should Consider Setting Up a PMS in GIFT City?
- Existing PMS or investment managers looking to optimize taxes
- Wealth managers targeting offshore and global clients
- Fund managers and family offices
- Financial professionals seeking international exposure
Regulatory Framework for PMS in IFSC
PMS in GIFT City is regulated under the IFSCA framework, ensuring:
- Robust compliance standards
- Investor protection
- Simplified reporting compared to domestic regulations
With proper structuring, the setup process can be smooth and efficient.
How We Help You Launch PMS in GIFT City
We provide end-to-end advisory services, including:
- Entity structuring and eligibility assessment
- PMS registration and IFSCA approvals
- Tax planning and compliance advisory
- Ongoing regulatory and operational support
Our expert-led approach ensures a smooth, compliant, and scalable PMS launch.
Planning to Start Your PMS in GIFT City? Let’s Talk.
If you’re considering launching a Portfolio Management Service with maximum tax efficiency, GIFT City offers a compelling advantage.
📞 Contact us for a free consultation: +91 93113 47006
📩 Speak with our experts to explore your PMS setup options.
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