Portfolio Management Services (PMS) Disclosure
Key disclosures for the Portfolio Management Services we distribute as an APMI-registered distributor.
Rakesh Kumar Sachdev is an APMI-registered distributor of Portfolio Management Services (PMS). We distribute PMS; we do not manage portfolios. Portfolio management is carried out by the SEBI-registered Portfolio Manager.
Registration details
- APMI APRN No.
- APRN-00018
- EUIN No.
- 00018
- Valid until
- 31 January 2029
Key disclosures
- Minimum investment: ₹50 lakhs, as per SEBI PMS Regulations.
- PMS fee structures typically include a fixed management fee, a performance fee, or a combination (hybrid). Exact fees are disclosed in the Portfolio Manager’s Disclosure Document.
- PMS returns are not guaranteed or assured. Past performance of the Portfolio Manager is not an indicator of future results.
Risk disclosure
PMS investments are subject to market risks and returns can be volatile, including the risk of loss of capital. Please read the Disclosure Document of the respective Portfolio Manager carefully before investing.
Last updated: July 2026
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