Become a Distribution Partner

Build a Sustainable Advisory
Business with PMSAIF

Partner with India's most education-first PMS/AIF distribution network. We're looking for IFAs, wealth managers, and CAs who share our commitment to putting clients first. Access our research, tools, training, and back-office support — and build a transparent, scalable practice.

Access to 400+ PMS StrategiesSEBI Compliant FrameworkTraining & Certification SupportDedicated Partner Support
Take Ethics AssessmentApply to Partner
Partnership Benefits

Why Partner with PMSAIF?

We've built a partner-centric distribution model designed to help advisors like you build sustainable, education-first practices without the compliance burden.

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Research & Shortlisting
Full access to our 100-Point Scorecard research on 400+ PMS and 1,000+ AIF strategies. Use our analysis to back your client recommendations with institutional-grade data.
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Partner Training Programme
Comprehensive training on PMS/AIF products, SEBI regulations, risk profiling methodology, client communication, and compliance. Earn certification to strengthen your market positioning.
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Back-Office Support
We handle documentation coordination, KYC tracking, PIS applications, agreement management, and onboarding follow-up — freeing you to focus on client relationships and business development.
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Marketing Resources
Co-branded presentations, investment comparison tools, risk profiling templates, client education materials, and brochures — all professionally designed and ready to use.
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Transparent Revenue
Standard SEBI-compliant distribution fees, disclosed to all clients. No hidden incentives that compromise recommendations. Build a practice built on trust, not product pushing.
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Dedicated Partner Manager
Direct access to Niraj or Pooja for complex client queries, escalations, and strategic guidance. You're never alone in managing sophisticated HNI client relationships.
Partner Profile

The Ideal PMSAIF Partner

Who We're Looking For

  • ✓Independent Financial Advisors (IFAs) with existing HNI/UHNI clients
  • ✓Chartered Accountants who advise clients on investments
  • ✓Wealth managers seeking to expand PMS/AIF capabilities
  • ✓SEBI-registered advisors wanting institutional-grade research support
  • ✓NRI-focused advisors serving the Indian diaspora
  • ✓Insurance or mutual fund distributors moving into PMS/AIF

💡 Non-Negotiable: You must be licensed (ARN, RIA, or CA), client-first in your philosophy, and committed to full compliance. We do not partner with advisors who prioritise commissions over client suitability.

What We Stand Against

  • ✗Recommending products based on commission structure
  • ✗Non-disclosure of fees and conflicts of interest
  • ✗Selling PMS/AIF without adequate risk profiling
  • ✗Ignoring product suitability in pursuit of AUM
  • ✗Incomplete compliance documentation or KYC shortcuts
  • ✗Promising guaranteed returns or misleading projections

📋 Our Ethics Assessment below is not just a formality — it is a genuine filter. We will only partner with advisors who score 25+ out of 30. This protects our clients, your clients, and the integrity of the network.

Partner Assessment

The Ethics & Suitability Assessment

10 questions that reveal your advisory philosophy. There are no "technically correct" answers — only honest ones. Ideal PMSAIF partners score 25+ out of 30.

Partner Resources

What You Get as a Partner

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PMS/AIF Research Library Access

Full access to our 100-Point Scorecard research on 400+ PMS strategies and 1,000+ AIFs. Updated quarterly.

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Partner Training Manual

Complete training guide on PMS/AIF products, risk profiling, client communication, SEBI compliance, and fee disclosure best practices.

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Risk Profiling Toolkit

Our proprietary 20-question risk profiling system adapted for partner use. Includes scoring algorithm, profile descriptions, and strategy mapping guide.

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Partner Programme Brochure

Complete overview of benefits, revenue structure, support model, compliance requirements, and onboarding process for new partners.

Ready to Build a Client-First Advisory Practice?

Complete the ethics assessment above (25+ to qualify), then schedule a partner onboarding call with CA Niraj Thacker.

Apply to Become a PartnerTake Ethics Assessment