Where does your PMS data come from?

Do you give investment advice or recommendations?

Short answers about data, detailed reports, and payments. Still stuck? Contact us.

Where does your PMS data come from?: Data is sourced from SEBI disclosures published by registered Portfolio Management Services in India. See our Methodology page for details.
How often is data refreshed?: PMS providers report monthly. We typically refresh within 10–15 business days of official publication. Every page shows an "As of" date so you can check the freshness of what you're reading.
Do you give investment advice or recommendations?: No. KnowYourPMS is an information-only research tool. We do not receive commissions. See our No Commissions Policy.

What do I get for free?: Browse the full directory, open any PMS and its strategies, apply filters, save views locally, and export a basic JSON scorecard of the filtered table.
What's inside a detailed scorecard?: Full company profile (registration, officers, contact), client and AUM time series, per-strategy monthly returns, rolling CAGR (36m/60m), regime performance, the KYP score, and a methodology version stamp. Available as JSON and PDF.

Are detailed scorecards free?: Yes. Sign in and download JSON or PDF detailed scorecards at no charge. Rate limits apply to keep the service stable.
How does compare work?: Add up to 4 strategies from any scorecard or strategy page, then open Compare. Share the URL to keep the same set.
I bought credits before. What happens now?: Pricing is retired. Downloads no longer spend credits. Past Stripe receipts stay in Your account → Orders. Unused-credit refunds still follow the Refund Policy.

Do I need to sign in?: Browse freely. Sign in to download detailed scorecards and keep account settings. Google and email/password are supported.
Can I delete my account?: Yes. Go to your account and click "Delete account". We remove personal data per our Privacy Policy (invoices must be retained for tax purposes).