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.

How do credits work?: Each pack gives you credits: 1 pack = 1 credit, 5-pack = 5 credits. Each JSON or PDF download of a detailed scorecard consumes one credit. Credits are tied to your account and expire 12 months after purchase.
Which currencies and methods do you accept?: We charge in INR or USD via Stripe. Card, UPI, and most wallets supported by Stripe in your region work. GST invoicing for businesses is on our roadmap; email support if you need one today.
Is my card stored?: Card details never touch our servers. Payment is handled entirely by Stripe Checkout, which is PCI-DSS Level 1 certified.
Can I get a refund?: Unused credits are refundable within 14 days of purchase. See the full Refund Policy.
Where is my receipt?: Stripe emails a receipt to the email you checked out with. You can also find your orders in Your account → Orders.

Do I need to sign in to buy credits?: Yes. Credits attach to your account so you can download from any device. Sign-in supports Google and email/password.
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).