Distribution
PMS Distribution
Distribution support for Portfolio Management Services — requirement mapping, manager selection support, onboarding and ongoing servicing.
For investors who meet the regulatory minimum investment, we provide distribution support for Portfolio Management Services offered by SEBI-registered portfolio managers.
Our work is about fit and clarity: understanding what you need, helping you compare mandates on a like-for-like basis, and staying with you through onboarding and beyond.
Who is it for?
- Investors who meet the prescribed minimum investment threshold for PMS
- Investors seeking a concentrated, mandate-driven portfolio alongside existing holdings
- Families consolidating larger allocations under a smaller number of managers
How Temple Capital helps
- Clarify requirements, liquidity needs and suitability before shortlisting anything
- Help you compare mandates, strategies, fee structures and disclosure documents
- Explain the product structure, costs and risks — including what is not guaranteed
- Coordinate onboarding documentation with the portfolio manager and custodian
- Provide continuing servicing support and periodic review conversations
Key benefits
A single point of contact across multiple managers
Like-for-like comparison of mandates and disclosure documents
Onboarding handled without you chasing paperwork
Ongoing review discipline rather than a one-time introduction
Temple Capital’s approach
01
Assess suitability
Requirement, horizon and eligibility discussed before any product is shown.
02
Compare
Shortlist mandates and walk through disclosure documents together.
03
Onboard
Coordinate documentation with the portfolio manager and custodian.
04
Support
Ongoing servicing, reporting support and review conversations.
Temple Capital acts solely as a distributor. We do not manage, advise on, or exercise discretion over the underlying portfolio — investment management remains entirely with the manager appointed under the product's own regulatory framework.
Investments are subject to market risk. Please read all scheme and offer documents carefully before investing. Past performance is not indicative of future returns and no return is guaranteed.
Discuss your requirements
A short conversation is usually enough to tell whether this is the right fit for you.