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.

Earnings calculator

See your trail income.

Move the slider to your expected client AUM. Trail is ongoing — paid by the AMC, lifetime, for as long as the client stays.

Client AUM
₹5.00 Cr
₹25 L₹50 Cr
Self-managed1.00% / yr
Your trail / year
₹5.0 L
Over 10 yrs: ₹50.0 L

You own the relationship.

PSH-managed0.70% / yr
Your trail / year
₹3.5 L
Over 10 yrs: ₹35.0 L

You refer, we run the client.

Illustrative. Assumes AUM held flat; actual trail varies by product (PMS 0.6–0.9%, AIF 0.5–1.0%) and is disclosed in writing before onboarding. Not a guarantee of earnings.

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 included. 24/7 portfolio questions with citations.

+ NRI services bundle

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

Advisor meeting a client
A real desk behind every code

You keep the relationship. We run the client.

Refer once and we handle the rest — KYC, onboarding, factsheets and reviews — under your partner code. The client stays yours; the operational load is ours.

Trail is paid by the AMC, lifetime, for as long as the client stays invested — disclosed in writing before anyone signs.

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.

Same fund universe, same compliance cover. The only difference is how hands-on you want to be — and the trail that comes with it.

01

Self-managed

You own the relationship.

Your commission
1.00%/ yr on client AUM

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.

Your commission
0.70%/ yr on client AUM

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
Onboarding open

Become a partner.

5-minute WhatsApp. We onboard in 48 hours.