“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.”
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.
One partner code. Four entry points.
Your HNI clients invest crores through someone else.
Upgrade your top clients from SIP to PMS tickets.
Add India's deepest fund shelf to your offering.
Go independent. Bring your book. Keep the trail.
India's deepest fund shelf.
Every SEBI-registered PMS. Min ₹50L. Trail 0.6–0.9%/yr.
Every SEBI-registered AIF. Min ₹1 Cr. Trail 0.5–1.0%/yr.
USD funds. Tax 9-10%. 2-day repat. Trail 0.6–0.9%/yr.
If you're AMFI-registered, your book moves under your PSH code. Trail 0.5–1.0%/yr.
Your clients get Nyra free. 24/7 portfolio questions with citations.
Tax filing, NRO/NRE setup, will, FX. You earn trail. Sticky clients.
3 partners. 3 starting points.
Anonymized composites from our 142 active partners. Names changed, numbers preserved.
“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.”
“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.”
Two partnership models. You choose.
Self-managed
You own the relationship.
You meet the client, advise, attend quarterly reviews, handle communication.
- Established CAs with HNI relationships
- Experienced IFAs
- MFDs upgrading to PMS
- Ex-bank RMs going independent
- Co-branded platform + dashboard
- KYC / compliance / APMI filings handled
- Nyra AI for your clients
- Performance reports auto-sent
- Dedicated partner success RM
PSH-managed
You refer. We run the client.
You introduce. We onboard, advise, support. You earn lifetime referral trail.
- Busy CAs without bandwidth
- Network-rich introducers
- Specialists who don't want client ops
- Anyone testing the model
- 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.