PMS Product Distributor in Bangalore
We are a SEBI-compliant PMS product distributor in Bangalore, helping clients access Portfolio Management Services (PMS) through Motilal Oswal Financial Services (MOFSL). Our role is strictly as a distributor – we provide factual product information and assist in registration and onboarding.
Investing in PMS products involves market risks, and we do not provide personalized investment advice or guarantee returns. Our goal is to make access to SEBI-regulated PMS products simple, transparent, and reliable for investors across Bangalore.
Trusted PMS Product Distributor in Bangalore
We are a dedicated PMS product distributor in Bangalore, affiliated with MOFSL and fully compliant with SEBI regulations. Our mission is to provide clients with transparent and factual access to PMS products, including equity-linked portfolios, customized PMS solutions, and mutual fund-linked PMS schemes.
As distributors, we do not provide advisory services or investment recommendations. Instead, we ensure investors receive all necessary information, disclosures, and documentation required to make informed decisions. Our team focuses on accuracy, compliance, and client support, helping investors navigate PMS investments safely.
Why Partner with a SEBI-Compliant PMS Product Distributor in Bangalore
Choosing the PMS product distributor in Bangalore is important for accessing SEBI-regulated products safely. Here’s why clients rely on us:
SEBI-Compliant Distribution
We strictly follow SEBI guidelines, distributing PMS products through MOFSL. Our role as distributors ensures full transparency and regulatory compliance.
Wide Range of PMS Products
Clients can access various PMS products, including equity portfolios, mutual fund-linked PMS, and customized PMS solutions. We clearly communicate that we only facilitate distribution.
Local Distributor in Bangalore
With extensive knowledge of the Bangalore investor landscape, we provide factual information and assist clients in understanding the product distribution process.
Transparent and Factual Communication
We do not promise fixed or assured returns. All product information is based on publicly available data or MOFSL disclosures.
Support Through the Distribution Process
From documentation to registration, our team guides clients at every step to ensure smooth onboarding with PMS products.
Compliance & Disclaimer
SEBI-Compliant PMS Product Distribution in Bangalore
As a PMS product distributor in Bangalore, we strictly adhere to SEBI and MOFSL guidelines. Our role is limited to distribution, and we do not provide personalized investment advice or recommendations.
Key points to note:
1. We act only as distributors of PMS products, including equity-linked portfolios, mutual fund-linked PMS, and customized PMS solutions.
2. All investment decisions are made by the investor; we do not promise or assure any returns.
3. All communication is accurate, complete, and based on publicly available information or MOFSL disclosures.
4. We provide factual information to assist clients in understanding product features, risks, and documentation requirements.
Mandatory Disclaimer:
“Investments in the securities market are subject to market risks, read all the related documents carefully before investing. We act only as distributors of SEBI-regulated PMS products in association with MOFSL”
PMS Distribution Services in Bangalore
We facilitate access to Portfolio Management Services (PMS) for investors in Bangalore. Our services cover all steps of product distribution while ensuring transparency and compliance with SEBI regulations.
Equity PMS Products
Access professionally managed equity portfolios through MOFSL. We provide factual information about portfolio structure, risk, and investment process – no advice or recommendations are given.
Mutual Fund-Linked PMS
Invest in PMS products linked to mutual fund schemes. Our role is to provide details, explain documentation, and assist with registration. Returns are subject to market performance.
Customized PMS Access
We distribute PMS products catering to different investor needs, ensuring all information is factual and fully compliant. Clients receive support in onboarding and document submission.
Risk & Compliance Awareness
We provide full disclosure of product risks, fees, and regulatory documents. All investment decisions are the responsibility of the investor.
FAQ
SM Investing is an Authorised Person (AP) of Motilal Oswal Financial Services Ltd.
AP Registration Number: AP0297588861
Disclaimer:
Investments in securities market are subject to market risks. Read all the related documents carefully before investing.