New set-up
Portfolio Management Services
Manage discretionary and non-discretionary mandates
In brief
What portfolio management services means here
Portfolio management is offered by a Registered FME and covers discretionary, non-discretionary and advisory mandates for eligible investors. Client agreements, fee structures, benchmark disclosure and separate custody arrangements are all part of the permission.
Applicable regulation
Portfolio management activity permitted to a Registered FME under the IFSCA (Fund Management) Regulations, 2025.
Scope and commercials are confirmed in writing after a scope review.
Already registered
Entities registered in portfolio management services
Names as published in the live register, refreshed automatically. Names only — no registration numbers.
- Abakkus Asset Manager Private Limited
- AlphaGrep Investment Management Private Limited (IFSC Branch)
- ARBXION Fund Management IFSC LLP
- CX Capital Partners
- Dovetail Investment Management India (IFSC) Private Limited
- Genzaks Asset Management LLP
- Kotak Investment Advisors Limited
- LGT Wealth India Private Limited (IFSC Branch)
- MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED (IFSC Branch)
- Marwadi Chandarana IFSC LLP
- Mero Asset Management IFSC Private Limited
- Nippon Life India Asset Management Limited (IFSC Branch)
- Phillip Ventures IFSC Private Limited
- PPFAS Alternate Asset Managers IFSC Private Limited
- Rising Omega
- Sameeksha Investment Managers LLP
- SBI Funds Management Private Limited (IFSC Branch)
- SMC Global Securities Limited
- Tamarind Capital
- The Investment Trust of India Limited (IFSC Branch)
- Unifi Investment Management LLP
- Waterfield International IFSC Private Limited
Interested in set-up?
Check your fit for portfolio management services.
Nine short questions on permitted activity, registrations, legal form, regulators, net worth and fees. Our expert covers whatever you are unsure about.