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.
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.
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.
The Ethics & Suitability Assessment
15 questions that reveal your advisory philosophy. There are no "technically correct" answers — only honest ones. Ideal PMSAIF partners score 35+ out of 45.
What You Get as a Partner
PMS/AIF Research Library Access
Full access to our 100-Point Scorecard research on 400+ PMS strategies and 1,000+ AIFs. Updated quarterly.
Partner Training Manual
Complete training guide on PMS/AIF products, risk profiling, client communication, SEBI compliance, and fee disclosure best practices.
Risk Profiling Toolkit
Our proprietary 20-question risk profiling system adapted for partner use. Includes scoring algorithm, profile descriptions, and strategy mapping guide.
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 (35+ to qualify), then schedule a partner onboarding call with CA Niraj Thacker.