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Distributor

Portfolio Management Service offers professional financial portfolio management of your client’s Equity portfolio with an aim to deliver consistent returns. The acceptability of PMS amongst High-networth clients have increased Multi fold in last few years and the increasing AUM across PMS industry is a testimony to that.

PMS is a high revenue product and you can reap the full benefit and increase your income by offering our high-performing PMSes to your customers. Portfolio Management Service relieves you and your clients from portfolio monitoring hassles while offering benefits like regular reviews, strong risk management and flexibility.

Become our Distributor today!

Dedicated team to address your and your client’s queries

Regular product Training and updates for you and your team

Fund Manager Meetings with your clients for better closing

Access to top management and knowledge insights

Dashboard access to manage all your business with us

Advanced technological and operational support

We are your

Partner in Growth

Who can become our
PMS Distributor

  • Individuals
  • Proprietary Concerns
  • HUFs
  • Partnership Firms, Societies, Trusts
  • Corporates (Private Limited, Public Ltd. Companies, Banks and NBFCs)
  • Limited Liability Partnership (LLP)
  • Independent Financial Advisors (IFAs)
Our Distributors

Read the Code of Conduct

Frequently Asked Questions

Who are PMS distributors?

In simple terms, Portfolio management services distributors (or PMS distributors) act as intermediaries between investors and PMS companies. They educate clients briefly on the PMS, its features, and the related pros and cons. In short, they help build the knowledge gap and support providers during the client onboarding process. Based on their research and client understanding, they suggest PMS providers to investors.

What are the roles and responsibilities of PMS distributors?

The following are the roles and responsibilities of PMS distributors working in this investment landscape:

  • Client acquisition and education: They identify potential clients who can benefit from PMS and reach out to them regarding further interest.
  • Product understanding and due diligence: With the knowledge and analysis conducted, these distributors provide a thorough comparison of different providers, helping clients choose the most suitable one. Here, they also provide the risks associated with this analysis.
  • Client onboarding and support: By setting up a PMS account, PMS distributors facilitate direct contact between investors and PMS providers. Distributors ensure that all processes comply with regulatory requirements and guidelines, maintaining accurate paperwork and documentation.

Importance of PMS Distributors

Portfolio Management Services distributors have a crucial role to play in the market. They:

  • Bridge the educational gap in clients regarding PMS services
  • Help PMS companies in acquiring potential investors
  • Provide access to multiple strategies
  • Build an ongoing relationship with clients regarding queries and doubts

What is the process to become a PMS distributor with Anand Rathi PMS?

The following are the steps to become a PMS distributor with us. It includes:

  • Choosing an appropriate Partnership model
  • Keep the necessary documents handy
  • Assess the investment requirements (as per model type)
  • Submit your application
  • Application Review and Onboarding (by Anand Rathi Team)

Is a license or registration required to become a PMS distributor?

  • Pass the NISM-Series-XXI-A: PMS Distributors Certification Exam (mandatory to distribute PMS products).
  • Get empanelled with individual PMS providers, who may have their own onboarding and due diligence processes.

How do PMS distributors earn their income?

PMS distributors typically earn through two key revenue streams:

  • Trail Commission: A recurring commission (monthly/quarterly) based on the AUM under management.
  • Profit-Sharing (subjective and not standardised): In select models, distributors may receive a share of the performance-linked fee, though this is less common.