AssetPlus Launches Portfolio Management Services to Help MFD Partners Grow and Retain High-Net-Worth Clients
AssetPlus has launched Portfolio Management Services (PMS) for Mutual Fund Distributors in India to better serve high-net-worth clients. The platform provides integrated tracking and reporting tools to help partners manage client wealth as it grows.
Why it matters
This move digitizes and simplifies wealth management for Indian distributors, addressing the needs of a rapidly growing high-net-worth investor segment.
AssetPlus is the first platform in India to give MFD partners daily portfolio updates for their PMS clients.
CHENNAI, India , Sept. 3, 2026 /PRNewswire/ -- AssetPlus, a fully digital wealth management platform designed for India's Mutual Fund Distributors (MFDs), has launched Portfolio Management Services (PMS). Backed by dedicated support at every step, certified partner MFDs can now onboard, track, manage and report on PMS for eligible high-net-worth clients from within AssetPlus . Distribution requires the NISM Series-XXI-A certification mandated by SEBI, for which AssetPlus Academy provides end-to-end training and support.
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