FindPMS India: A Data-Driven PMS Performance Analytics & Comparison Platform
About The Project
FindPMS India is a centralized analytics platform built to help investors browse, compare, and evaluate Portfolio Management Service (PMS) schemes across India. The platform aggregates and structures performance data of 1,766+ Investment Approaches from 388 PMS providers across Equity, Debt, Hybrid, and Multi-Asset categories. By standardizing performance metrics and presenting them in an intuitive dashboard, FindPMS India enables investors to assess returns, AUM trends, rolling performance, and consistency in a clear, data-driven format.
System Architecture
System Architecture diagram
Key Challenges
Centralized PMS data is difficult to interpret
The official PMS performance portal already provides scheme-level performance disclosures, which are standardized as part of industry reporting frameworks supported by SEBI and APMI. However, the information is presented primarily as tabular datasets, making it difficult for investors to quickly identify patterns, trends, or relative performance among strategies.
Comparisons are not intuitive
While the existing portal allows users to filter and compare PMS strategies across different time horizons, the comparison experience is limited to numerical tables. Investors often need to manually interpret large datasets to evaluate performance consistency or identify outperforming strategies.
Limited Insight into Performance Consistency
Absolute returns alone do not reveal the full risk-return profile of a PMS strategy. Investors need structured visibility into monthly trends and rolling returns to understand volatility, drawdowns, and consistency across market cycles.
Difficulty Assessing Strategy Quality
Without analytical visualization tools, it becomes challenging to identify patterns in performance, assess stability during downturns, or determine whether a strategy delivers sustainable long-term results.
High Information Asymmetry
The PMS ecosystem is often relationship-driven, where access to insights depends on distributor communication rather than transparent, comparable analytics, creating a gap between data availability and investor understanding.
Our Solution
Structured PMS discovery
The platform organizes more than 1,700 Investment Approaches across hundreds of providers into a searchable and filterable interface. Users can explore PMS strategies by provider, category, or performance metrics, making discovery significantly easier compared to navigating regulatory data tables.
Visual performance dashboards
Each PMS scheme is presented through a dedicated dashboard displaying key metrics such as AUM, 1-month, 6-month, 1-year, and since-inception returns. Instead of static data rows, the platform introduces interactive charts that allow investors to visualize monthly return trends and performance cycles.
AUM and Growth Insights
The system includes AUM growth visualization to help investors understand capital flows and strategy adoption over time. This provides additional context beyond returns by highlighting how investor capital responds to strategy performance.
Rolling Return Analytics
Rolling return modules allow investors to analyze consistency across different investment windows, offering deeper insights into strategy reliability rather than relying solely on point-in-time returns.
Improved Comparison Experience
Although side-by-side comparisons exist in the official data portal, OpenPMS India enhances this capability by presenting standardized metrics in a more structured and readable format. Investors can evaluate strategies faster without manually interpreting large numerical datasets.
The Result
Transforming PMS data into usable insights
FindPMS India improves the usability of PMS performance data by converting regulatory disclosures into an investor-friendly analytics platform. This transformation makes complex information more accessible and actionable.
Enhancing the existing ecosystem
While centralized data already exists through, FindPMS elevates the experience by adding visual dashboards, structured filtering, and intuitive comparison interfaces. These features simplify navigation and analysis.
Streamlined investor evaluation
Investors can now evaluate PMS strategies more efficiently by analyzing trends, performance consistency, and AUM growth patterns in a unified environment. This eliminates the need to manually interpret large tables of raw data.
Bridging disclosure and practical analysis
By closing the gap between regulatory disclosure and practical investment analysis, FindPMS India empowers investors to make more informed decisions. It introduces a modern data analytics layer to the PMS research process, enhancing clarity and confidence.
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