How To Start Portfolio Management Services In India?

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Portfolio Management Services (PMS) are popular among the High Net-worth Individuals (HNIs), and due to this, many people often ask how to start portfolio management services in India.

Before learning the procedure of starting a PMS company, you must know about PMS. The meaning of PMS is an exclusive service for the High Net-worth Individuals (HNIs).

In this service, fund managers build a diversified portfolio to help clients profit from the stock market. A portfolio can consist of share, commodity, currency, derivative, and other financial securities except for mutual funds.

Once, you have cleared your mind regarding Is PMS A Good Investment?, then you should proceed further to know about how you can start to invest in Portfolio Management Services in India.

Must be wondering about Who Can Provide Portfolio Management Services?– It is PMS houses that provides the PMS services to their clients. By analyzing their past trends and performances, that is how can an investor invests in Portfolio Management services?.

Also, read How Does A PMS House Function? to get the information in detail.

This industry is SEBI regulated and thus follows Portfolio Management Services SEBI regulations.

The minimum investment for PMS is ₹50 lakhs, and you must know about some essential PMS details like PMS returns, PMS features, PMS chargesPMS Investment Risk, PMS Strategies, PMS Commission, and PMS types.

With PMS’s basics clear, let’s talk about how to start portfolio management services in India.

How to Start Portfolio Management Company in India

For a more straightforward understanding, we’ll list the steps.

  • Register the company with SEBI (Securities and Exchange Board of India).
  • Pay non-refundable ₹1 lakh as an application fee.
  • This fee is paid as a demand draft (in favor of SEBI) in Mumbai.
  • The application form has Form A.
  • A few additional information also are to be submitted. This information can be accessed on the official website.
  • Post the form to the Head Office of SEBI in Mumbai. 

Some other requirements to be met are:

  • The base net-worth of the professional portfolio manager should be ₹5 crores.
  • To receive the Certificate of Registration, the applicant has to pay ₹10 lakhs as a registration fee.
  • This Certificate is valid for three years.
  • For the renewal of this certificate, the applicant should apply for it three months before its expiry.
  • The renewal fees for registration is ₹5 lakhs.

The regulatory body formulates all these PMS SEBI rules and regulations.


The query of how to start portfolio management services in India is common among independent fund managers. It is an excellent opportunity for them to expand their work base and increase their income as well.

We hope that this article answered your query about how to start portfolio management services in India.

We hope that this article answered your query about how to start portfolio management services in India.

In case you are looking to use Portfolio Management Services, let us assist you in taking the next steps forward. Just fill in some basic details in the form below

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