SEBI Registered PMS
Personalized portfolio management for eligible high-net-worth investors.
PMS is designed for investors who need a more customized portfolio than pooled products generally provide. FPnest connects eligible clients with SEBI registered PMS providers and helps them understand strategy fit, risk, reporting, taxation, and operational requirements before onboarding.
Common Investor Problem
Eligible investors often compare PMS only by past returns without checking mandate, concentration, fees, taxation, reporting quality, and portfolio overlap.
How This Product Helps
PMS can provide a managed strategy-led portfolio for eligible investors who need deeper reporting and are comfortable with market-linked risk and minimum investment norms.
When It Is Suitable
- Eligible HNI investors
- Investors comfortable with direct managed portfolios
- Clients seeking strategy-specific allocation
- Investors who can review concentration and drawdown risk
When It May Not Be Suitable
- Investors below eligibility or minimum investment requirements
- Clients needing high liquidity from the full allocation
- Investors expecting guaranteed returns
- Investors uncomfortable with focused portfolios
Documents And Process
- PAN, Aadhaar, bank details, and KYC status where applicable
- Risk profile, goal timeline, existing portfolio, and nominee details
- Product-specific forms, declarations, account opening documents, or pledge documents where required
- Tax, legal, or remittance documents where the product route requires professional coordination
Useful For
- Eligible HNI investors
- Direct security ownership
- Concentrated or style-specific strategies
- Professional portfolio oversight
How FPnest Supports You
- Provider and strategy comparison
- Documentation and onboarding coordination
- Portfolio reporting assistance
- Ongoing service support through the investment journey
Simple Working Process
- Assess investor eligibility and expectations
- Shortlist strategies by mandate, risk, and track record
- Coordinate paperwork and account setup
- Support review conversations with provider reports
PMS involves market risk and may carry higher concentration risk than diversified pooled products. Minimum investment and eligibility norms apply.
Who is SEBI Registered PMS useful for?
SEBI Registered PMS may be useful for eligible hni investors, direct security ownership, concentrated or style-specific strategies, depending on the investor profile, goal, time horizon, and risk comfort.
How does FPnest support clients with SEBI Registered PMS?
FPnest supports clients with provider and strategy comparison, documentation and onboarding coordination, portfolio reporting assistance, along with ongoing service coordination where applicable.
What should investors consider before choosing SEBI Registered PMS?
PMS involves market risk and may carry higher concentration risk than diversified pooled products. Minimum investment and eligibility norms apply.