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Pitch Deck · Investors & Future Partners

Ayush Agrawal

PMS & select AIF distribution for HNI investors

APMI Registered PMS Distributor · APRN09522 · EUIN E18828

ayush@ayushagrawal.in · +91 94254 12028 · select.ayushagrawal.in · ayushagrawal.in

I
The Practice

I provide distribution and related support services to HNI clients in relation to Portfolio Management Services (PMS) and select Alternative Investment Funds (AIFs).

Not mutual funds

I do not distribute mutual funds and therefore do not hold an AMFI Registration Number (ARN).

Empanelled with APMI

My distribution activities are limited to PMS and select AIF products with which I am associated and empanelled with APMI.

01
What Value We Bring
"We don't compete on being the cheapest distributor. We compete on being there after you invest."
There after you invest Not the cheapest. The one who stays.
S
Support

Operational & documentation help throughout the journey

C
Clarity

PM communications & statements explained in plain English

S
Service

Service requests coordinated and followed through

B
Bridge

Direct communication with the PMS team when required

APRN09522 · EUIN E18828

Objective: not simply the lowest fees — the overall proposition.

02
What I Do — And Don't

What I do — and don't

I do
  • Distribution & support for PMS and select AIFs
  • Evaluate the whole proposition — approach, risk, fees, service, suitability
  • Stay involved after onboarding — operations, documents, statements
  • Facilitate communication with the PMS team
I don't
  • Manage portfolios or decide what is bought or sold
  • Provide investment advice or recommendations
  • Distribute mutual funds — therefore no AMFI ARN
  • Guarantee or promise returns
Distribution activities are limited to PMS and select AIF products with which I am associated and empanelled with APMI.
W
Why Choose Us

What you get by working with me

01Direct WhatsApp Access — Including Weekends
02No Forced Selling
03Talk to Us Even If You're Not Ready to Invest
04Clear Fee & Commission Transparency
05Ongoing Support After Investing
06Facilitated Access to PMS Teams
07Regular PMS, AIF & Industry Updates
08We Discuss the Risks Too
09Help Understanding PMS & AIF Documents
10Operational Hand-Holding
11Periodic Product & Service Review
12Grievance & Escalation Assistance
13Support for HUFs, NRIs & Family-Owned Businesses
14Privacy & Discretion
15We Are Comfortable Hearing "No"

No client counts. No AUM claims. Just what every client can expect — regardless of portfolio size.

03
SEBI-Registered Partners

SEBI-registered partners

Carnelian · INP000006387

Carnelian Asset Management

Founded 2019 · boutique, founder-owned · proprietary forensic research · 116 professionals, 10 locations.

Founders: Vikas Khemani, Manoj Bahety, Swati Khemani

Approaches: Compounder · Shift · Bespoke · Contra · Liquid

Negen · INP000005414

Negen Capital Services

Event-driven special situations — sector & cap agnostic. Mergers, demergers, open offers, restructuring with asymmetric risk-reward.

Founder & Manager: Neil Bahal — 20+ years, value philosophy.

Buoyant · INP000005000

Buoyant Capital

Since 2016 · single strategy: Buoyant Opportunities (PMS + AIF) · top-down + bottom-up, cycle-aligned, thesis-driven.

Co-founders: Sachin Khivasara, Jigar Mistry, Viral Berawala — personal capital in the strategy.

Sundaram · INP000006271

Sundaram Alternates

Alternatives arm of the Sundaram group — PMS & AIF. Strategies: SISOP · S.E.L.F. · Voyager · Rising Stars; mid/small-cap and all-cap approaches.

Abakkus · INP000009959

Abakkus Asset Manager

Alpha-focused, long-only boutique. Founder: Sunil Singhania. Strategies: All Cap Advantage (PMS) · Emerging Opportunities (PMS) · Flexi Edge Fund (AIF).

Empanelment is not an assurance of performance or suitability. Details in each PM's Disclosure Document.

04
For Investors

A relationship built on clarity

Five promises — from our first conversation to long after you are onboarded.

A relationship built on clarity

Five promises — first conversation to long after onboarding

01
We listen
Goals, risk profile, horizon — before any product
02
You understand
Plain-English education on PMS, TWRR, drawdowns, fees
03
Your account
Own demat, own holdings, a mandate you chose
04
We stay
Documents, statements, requests — handled & explained
05
Know where you stand
Transparent reports, disclosed fees, direct access
No pressure. No obligation. The right fit — or a clear "not yet". You may also approach Portfolio Managers directly where a direct onboarding option is more suitable to your investment needs.
05
Why Partner With This Practice

Why partner with this practice

Education-first

Clients who stay

Investors who understand fees, drawdowns and suitability stay — lowering churn.

Post-onboarding

Less load on you

I handle documentation, service requests and client communication.

Compliant

A safe channel

APRN + EUIN registered, disclosures everywhere, distributor-not-advisor.

Long-term

Relationships, not transactions

A practice built on staying with clients — and with partners — through the full investment journey.

06
Industry Update

A monthly read on the PMS industry

Month-on-month asset & client growth, in percent. Source: APMI Industry Compendium.

APR

April

+2.1%
AUM
+1.7%
Clients
MAY

May

+0.5%
AUM
+0.1%
Clients
JUN

June

+1.8%
AUM
+4.0%
Clients
JUL

July

+2.0%
AUM
+1.3%
Clients
AUM MoMClients MoM
The market is broadening: client growth is running ahead of asset growth, and distributor registrations are at their highest monthly level of the fiscal year.
A
Thank you

Let's talk

ayush@ayushagrawal.in · +91 94254 12028

select.ayushagrawal.in · ayushagrawal.in

Book a conversation →

APMI Registered PMS Distributor (APRN) · APRN09522 · Distributor, not an investment advisor.