Direct Contact & Digital Onboarding

Interested in becoming a Prime PMS investor? You may contact and onboard directly with us for Portfolio Management Services (PMS), without the involvement of any distributor or intermediary.We provide a direct onboarding facility that enables prospective clients to initiate the process electronically through secure digital methods. All you need is the following documents (soft copy only):

  • Copy of PAN 
  • Copy of Aadhar 
  • Copy of cancelled cheque 
  • Photograph of your signature on plain paper
  • A camera to capture your image & live location

Note: Digital sign-up is available for resident Indians only. For non-residents, contact us through the form below for direct onboarding. The digital onboarding process may include submission of other required information. Any PMS engagement will be subject to eligibility checks, documentation, and compliance with applicable regulatory norms.

Contact us for direct onboarding

To know more about PrimeInvestor PMS, strategies, and onboarding, schedule a call with us today!

Want a brief overview of PrimeInvestor PMS? Download our PMS presentation

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