Launch Your Own PMS Strategy
Break free from traditional investment limitations. With GoldStandard Wealth, you can design, register, and scale your own Portfolio Management Strategy—without upfront capital or infrastructure hurdles. Focus on performance while we handle the rest—from tech to compliance.
Step 1 – Submit a Quick Application
Begin your journey by filling out a short, guided form. This helps us learn about your background, investment experience, and career goals. It only takes a few minutes and sets the foundation for your PMS journey. 👉 [Click here to get started]
Step 2 – Identify Gaps in Eligibility
Our team will review your profile and schedule a one-on-one consultation. Together, we’ll assess your current qualifications, certifications (like NISM, CFA, etc.), regulatory requirements, and work experience. This step is crucial to ensure you meet SEBI norms and are ready to manage client funds professionally.
Step 3 – Bridge the Gaps with Expert Guidance
If there are gaps in your eligibility—whether it’s missing certifications, insufficient experience, or portfolio design skills—we’ll guide you through how to close them. Our in-house experts and partners will help you upskill, get certified, and prepare for regulatory compliance with ease.
Step 4 – Complete Legal & Operational Formalities
Once you’re eligible, we’ll assist you in completing the necessary paperwork, onboarding formalities, and registration processes. From legal documentation to tech setup and backend integration, our team ensures everything is smooth and hassle-free.
Step 5 – Launch Your PMS Strategy
It’s time to build your Investment Approach. We’ll help you structure your first strategy, finalize the investment thesis, and prepare for client onboarding. Our platform takes care of infrastructure, compliance, performance tracking, and reporting—so you can focus on delivering alpha.
Ready to build your own PMS brand?
Your journey as a Fund Manager begins here—with the backing of GoldStandard Wealth.