FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing

PMS Dukan is a digital platform that helps investors explore, compare, and invest in Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) across India. It provides research, performance insights, and expert advisory support.

PMS Dukan itself is not a SEBI-registered advisor, but it partners only with SEBI-registered Portfolio Managers and Investment Advisors to ensure regulatory compliance and investor protection.

The platform simplifies the investment process by offering side-by-side comparison tools, performance tracking, expert blogs, and advisory assistance to help you choose the right PMS or AIF based on your financial goals.

PMS and AIF products are designed for High Net-Worth Individuals (HNIs). Generally, the minimum investment required is:

  • ₹50 Lakhs for PMS

  • ₹1 Crore for AIF

Exploring and researching on the platform is completely free. PMS Dukan earns revenue through distribution arrangements with PMS and AIF providers, with no extra cost to the investor.

PMS Dukan uses enterprise-grade encryption and follows strict data privacy protocols to ensure your personal and financial data is secure.

Yes. The platform offers advanced tools to compare PMS providers based on returns, strategy type, risk metrics, AUM, and other performance indicators.

You can request a callback or schedule a free consultation directly from the platform. A licensed advisor will guide you through the investment options and documentation.

  • Explore and shortlist products

  • Consult with an advisor

  • Submit KYC and documents

  • Complete investment through partner PMS/AIF provider

 

PMS Dukan is product-neutral and focuses on transparency and education. Recommendations are made only after understanding your investment profile via consultation.

Yes. Many PMS and AIF products are available to Non-Resident Indians (NRIs) subject to regulatory norms. The team assists with NRI-specific onboarding as well.

Get in Touch

Reach out to us today if you have any further questions. We are happy to assist with your financial well-being.