Partner with FinDarts to offer SEBI-registered Portfolio Management Services to your HNI clients. Earn recurring trail income, zero back-office hassle, and full regulatory compliance — managed by us.
Become a PMS DistributorEarn 1%+ annual trail on your client's entire portfolio — passive income that compounds as AUM grows.
From large-cap to multi-cap, quant, and sector-specific strategies — offer the right fit for every HNI client.
We manage KYC, agreement execution, SEBI disclosures, and client reporting — you just bring the client.
Get a dedicated RM for sales support, fund manager access, and quarterly performance review calls.
PMS is a SEBI-regulated investment product where a professional fund manager manages a client's equity portfolio on a discretionary basis. Unlike mutual funds, PMS offers complete transparency, direct stock ownership, and customised strategies for HNI investors.
As a FinDarts partner, you act as the distribution channel — connecting your HNI clients with the right PMS manager, while we handle all compliance and paperwork.
SEBI-registered Portfolio Managers actively manage client portfolios with a defined investment mandate.
Clients own shares directly in their own demat account. Every buy/sell is visible in real time.
Portfolios can be tailored to client risk profile, tax situation, and investment goals — unlike pooled funds.
Every PMS provider on our platform is SEBI-registered under the Portfolio Managers Regulation, 2020.
Offer your HNI clients a curated selection of strategies — from conservative large-cap to aggressive small-cap and thematic approaches.
Concentrated portfolios in India's top 100 companies. Suitable for wealth preservation with above-index growth. Lower volatility, institutional-grade execution.
Low–Medium RiskDynamic allocation across market caps based on valuations and opportunities. Ideal for HNIs seeking long-term compounding with active risk management.
Medium RiskHigh-conviction bets on emerging businesses with strong earnings potential. Best for clients with 5+ year horizon and high risk appetite.
High Risk / High ReturnAlgorithm-driven stock selection using factor models — momentum, quality, and value. Emotion-free, rule-based investing at scale.
Rule-BasedFocused strategies around themes like India infrastructure, consumption, pharma, or digital transformation — for clients with conviction-based views.
ThematicEquity + debt blended strategies for capital preservation with steady returns. Ideal for older HNIs or those nearing liquidity events.
ConservativeFrom first client conversation to payout — we make it seamless for you.
Complete a simple onboarding form. Our team verifies your AMFI/SEBI credentials and activates your partner account within 24 hours.
PMS is suited for high net-worth individuals with ₹50 lakh or more in investable wealth. Our team helps you qualify and pitch the right strategy.
FinDarts coordinates directly with the PMS house for agreement execution, SEBI disclosures, demat setup, and initial fund transfer — you stay in the loop.
Once the client is onboarded and funds are deployed, your commission starts — upfront on new money and annual trail as long as the client stays invested.
Our RM team sends quarterly performance reports, handles client queries, and assists in retention — reducing churn and protecting your trail income.
Help your clients understand why PMS is a step above for serious wealth creation at scale.
| Feature | PMS | Mutual Fund | Direct Equity |
|---|---|---|---|
| Minimum Investment | ₹50 Lakh | ₹500 | No minimum |
| Portfolio Ownership | Direct (own demat) | Pool (units) | Direct |
| Customisation | High — client-level | None | Self-managed only |
| Professional Management | SEBI-registered PM | Fund Manager | Self |
| Transparency | Full — real-time | Monthly disclosure | Full |
| Tax Optimisation | Yes — harvest losses | Not possible | If self-managed |
| Partner Trail Commission | 1%–1.5% p.a. | 0.5%–0.75% | Not applicable |
PMS distribution is ideal for professionals who already have HNI relationships or are building a premium wealth advisory practice.
IFAs with existing HNI client books looking to move up the value chain from mutual funds to managed portfolios.
Registered sub-brokers and SEBI-registered investment advisors wanting to add a discretionary managed product to their offerings.
Boutique family offices or wealth advisory firms seeking multi-manager PMS access under a single distribution agreement.
Chartered accountants and tax consultants who advise HNI clients on wealth structuring — PMS adds a high-value product to your advisory menu.
Ex-bank or active private banking RMs with HNI network who want to offer institutional-quality products independently.
Ambitious professionals entering wealth management — FinDarts provides full training, sales enablement, and product support to get you started.
As a distributor (not advisor), you typically need an AMFI registration (ARN) or be empanelled under a registered intermediary. FinDarts guides you through the exact requirements based on your profile — in many cases your existing credentials are sufficient.
SEBI mandates a minimum investment of ₹50 lakh per client for all PMS products. This naturally positions PMS as a premium, HNI-only product — which is what makes the commission structure significantly higher than retail products.
Trail commission is typically paid quarterly or annually by the PMS house via FinDarts. You receive a detailed payout statement showing AUM, commission rate, and net payout. As long as your client stays invested, the trail continues.
Yes. FinDarts has tie-ups with 15+ SEBI-registered PMS providers across different strategies. As a partner, you get access to all of them under a single agreement — no need to sign separately with each house.
FinDarts handles the entire back-office: KYC collection and verification, PMS agreement drafting and execution, SEBI mandatory disclosures, demat account linkage with the PMS, and initial fund transfer coordination. You focus on the client relationship — we handle the rest.
PMS is one of the safest structures in wealth management. The client owns shares directly in their own demat account — the PMS manager only has a Power of Attorney to trade. Even if the PMS house shuts down, the shares remain safely in the client's demat account and can be transferred to any broker.
Join 500+ FinDarts partners already earning trail income from India's fastest-growing HNI wealth segment.
Register as a PMS Partner
FinDarts, SCO 15, 3rd Floor, Sector 65A, SAS Nagar, Mohali, Punjab - 160062
service@findarts.in
INDIA