Partner with PSH · APMI Master Circular compliant

Your clients are investing crores. Be the one earning the trail.

Add PMS, AIF, and GIFT-City to your shelf without new registrations or new platforms. India's deepest fund universe (430 PMS · 1,400 AIFs · 67 GIFT-City funds) under one partner code.

Which partner are you

One partner code. Four entry points.

Chartered Accountant

Your HNI clients invest crores through someone else.

MF Distributor

Upgrade your top clients from SIP to PMS tickets.

IFA / Wealth Manager

Add India's deepest fund shelf to your offering.

Bank RM / Sub-broker

Go independent. Bring your book. Keep the trail.

142
Active partners
₹2,400Cr
Partner AUM (YTD)
₹18.4L
Avg active partner / yr
430+
PMS · 1,400 AIFs
0
Upfront fees ever
One partner code

India's deepest fund shelf.

430+ PMS Strategies

Every SEBI-registered PMS. Min ₹50L. Trail 0.6–0.9%/yr.

1,400+ AIFs (I/II/III)

Every SEBI-registered AIF. Min ₹1 Cr. Trail 0.5–1.0%/yr.

67 GIFT-City IFSC Funds

USD funds. Tax 9-10%. 2-day repat. Trail 0.6–0.9%/yr.

All Mutual Funds

If you're AMFI-registered, your book moves under your PSH code. Trail 0.5–1.0%/yr.

Nyra AI for your clients

Your clients get Nyra free. 24/7 portfolio questions with citations.

+ NRI services bundle

Tax filing, NRO/NRE setup, will, FX. You earn trail. Sticky clients.

Real partner stories

3 partners. 3 starting points.

Anonymized composites from our 142 active partners. Names changed, numbers preserved.

RM
Rakesh M.
CA, Mumbai · Solo practice
For 12 years I just did my clients' tax filings. They'd casually mention their PMS investments — through someone else. PSH was the first platform that gave me a clean way to enter wealth distribution. 8 HNI clients moved their PMS to me in year 1.
₹14 Cr book · ₹85k/mo
PS
Priya S.
MFD, Bangalore · 7 yrs
My MF AUM was ₹38 Cr but trail kept dropping with regulatory changes. I upgraded my top 12 clients to PMS through PSH. Same relationship, but ₹50L+ tickets per client instead of ₹5L SIPs. Trail income tripled in 14 months.
₹26 Cr added · 3× trail
AK
Anand K.
Ex-bank RM, Delhi · Independent
Wealth RM at a private bank for 6 years. They could only sell their products. PSH gave me everything — 67 GIFT-City funds, all PMS, compliance, dashboard. 25 old clients followed me in 18 months.
₹62 Cr in 18mo · ₹3.8L/mo
Pick your involvement

Two partnership models. You choose.

01

Self-managed

You own the relationship.

Commission1.00% / yr

You meet the client, advise, attend quarterly reviews, handle communication.

Best for
  • Established CAs with HNI relationships
  • Experienced IFAs
  • MFDs upgrading to PMS
  • Ex-bank RMs going independent
You get
  • Co-branded platform + dashboard
  • KYC / compliance / APMI filings handled
  • Nyra AI for your clients
  • Performance reports auto-sent
  • Dedicated partner success RM
02

PSH-managed

You refer. We run the client.

Commission0.40% / yr

You introduce. We onboard, advise, support. You earn lifetime referral trail.

Best for
  • Busy CAs without bandwidth
  • Network-rich introducers
  • Specialists who don't want client ops
  • Anyone testing the model
You get
  • Referral-only role · zero client ops
  • We handle everything end-to-end
  • Quarterly statement on referred AUM
  • Lifetime trail as long as client stays
  • Co-pitch deck available on request

Become a partner.

5-minute WhatsApp. We onboard in 48 hours.

Available this week

Talk to an advisor in 15 minutes.

No deck, no pitch. A real conversation about your goals, ticket size, and what fits. APMI-registered, all-trail disclosed, zero pressure.

APMI · APRN08358
First reply < 2 hrs
No upfront fees ever
Book a free callCall now for free
₹50L+ ticket · PMS · AIF · GIFT City