PMS Trails®
India
India's next generation of PMS investors isn't in Mumbai. They're in Indore, Ranchi, Chandigarh, Dehradun and Thrissur. No PMS house has shown up there yet. We're building the bridge. We want the right houses to cross it first.
Dehradun · Thrissur
deliberately limited
in these markets today
Moving PMS Conversations Beyond the Metros
India's wealth creation landscape is steadily moving beyond the large metros. Across Tier-2 and Tier-3 towns, there is a visible rise in affluent and emerging affluent investors: entrepreneurs, business families, professionals who are building real capital and are increasingly ready for sophisticated, professionally managed investment products.
Yet PMS as an asset class remains almost entirely a metro conversation. In cities like Indore, Ranchi or Dehradun, the broker and sub-broker community actively manages HNI relationships but has never had a PMS house walk in with a structured proposition, consistent engagement, or real distribution support. That gap is the opportunity.
PMS Trails India is being built to close that gap. A structured series of curated events in five carefully selected cities, bringing PMS houses face-to-face with the regional brokers and intermediaries who are ready to carry this conversation to their clients.
"The larger objective is not immediate distribution expansion alone. It is to build a genuine, durable presence in markets where the competition has not yet arrived, and where the brokers who discover you now will advocate for you for the next decade."
The Opportunity
Tier-2 and Tier-3 India is building real wealth. Entrepreneurs, business owners and professionals in these cities have the investable capital for PMS. They just don't have the access, the awareness, or a PMS house that has shown up for them yet.
The Gap
PMS distribution in non-metro markets is entirely fragmented and relationship-driven. The regional broker community is active and engaged but has no structured channel to connect their HNI clients to the PMS universe. No PMS house has built that channel yet.
The Initiative
PMS Trails India is a structured series of curated events across five cities, bringing PMS houses directly to regional brokers and intermediaries, creating real conversations, real relationships, and a structured path to on-the-spot distribution partnerships.
Selected for Signal, Not Convenience
Every city in Series I was chosen for the same reason: rising HNI density, an active broker community with established relationships, and the near-complete absence of any structured PMS engagement. These are not aspirational markets. They are ready markets that the PMS industry has simply not entered yet.
Indore, Madhya Pradesh
One of India's fastest-growing commercial cities. A dense network of business families and entrepreneurs with significant investable capital and almost no organised PMS presence. The broker community here is sophisticated and actively looking for better products.
Ranchi, Jharkhand
An emerging market with a strong business community, rising professional class, and a regional broker network that has never had structured PMS engagement. Early presence here will be virtually uncontested for years.
Chandigarh, Punjab / Haryana
A well-established city with high per-capita wealth, a large NRI-connected investor base, and a broker community that already moves substantial mutual fund and equity volumes. Ready for PMS. Just waiting for a structured proposition.
Dehradun, Uttarakhand
A rapidly growing city with a unique mix of retired professionals, business owners, and an emerging tech and education economy. HNI wealth is building steadily and PMS awareness is minimal. First-mover advantage here is completely open.
Thrissur, Kerala
Kerala's commercial capital, with one of India's highest NRI remittance concentrations and a financially aware investor base. Thrissur's business community is looking for wealth management sophistication. PMS is the natural next step.
Who Attends Each Event
Every event is invitation-only. Curated brokers, sub-brokers, and regional intermediaries who manage HNI relationships in that city. Not a public seminar. A focused, qualified audience with the mandate to refer clients to PMS products.
Be Part of the Founding Sponsor Cohort for PMS Trails India
The Founding Sponsor cohort for Series I is being kept deliberately small. A select group of PMS houses. Not a large open cohort. This is a deliberate structural choice: each sponsor needs the stage space, the broker time, and the brand visibility that a crowded cohort simply cannot deliver.
Every Founding Sponsor gets prominent brand integration across all five events, a full solo speaking slot in each city, and one-on-one structured time with every broker who attends. The format is specifically designed so that brokers can register as distribution partners on the spot. A process that normally takes weeks, completed in a single afternoon.
And most importantly, the five cities in Series I have no structured PMS presence today. There is no competition to displace. The house that arrives first and builds genuine relationships here will find these markets extraordinarily loyal for years.
"The window for the Founding Sponsor cohort is short. Once confirmed sponsors are on board, the Series I roster closes. If this resonates, the conversation should start now."
Fee structure subject to final confirmation. This invitation is for Founding Sponsors only and is not a public offering.
01 · Prominent Brand Presence Across All 5 Events
Your brand is featured prominently across all 5 events in Series I. Venue signage, event collateral, digital communications and all platform promotions throughout the series.
02 · Exclusivity: No Competing House in Your Segment
Founding Sponsors will not share the stage with a direct competitor in the same strategy segment. A guaranteed clean field, not best-efforts.
03 · Full Branding at All Physical Touchpoints
Venue backdrops, registration desks, stage branding, event kits and collateral across all 5 cities. Prominently placed, not a logo in a footer.
04 · Dedicated Speaking Slot at Every Event
A full presentation slot at each of the 5 cities. Not a panel position, not a 5-minute pitch. Your strategy, your philosophy, your track record on your terms, to a live qualified audience.
05 · 1-on-1 Time with Every Attending Broker
Structured personal meetings with every participating broker and intermediary at each event. The relationship-building that simply cannot happen without physical presence.
06 · On-the-Spot Distribution Registrations
Events are structured so brokers can register as your distribution partners the same day. Weeks of follow-up compressed into one afternoon.
07 · Entry into 5 Regional Distribution Networks
Access to local brokers and sub-brokers in five cities who understand regional investor behaviour, before any formal agreements exist elsewhere.
08 · Digital & Social Visibility Across the Series
Brand presence across all pre-event, event-day, and post-event digital communications. Email campaigns, social media, and platform promotions for every city.
09 · Featured in All Event Communications to Attendees
Founding Sponsor messaging included in every invitation, reminder and follow-up sent to brokers. A direct channel to the audience before the event begins.
10 · First-Mover Position in Emerging Markets
Tier-2 markets reward early presence disproportionately. The brokers who learn your strategy now become your advocates for a decade. PMS Trails India is your structured entry point before the competition arrives.
11 · Permanent “Founding Sponsor 2026” Recognition on All Future Events
Founding Sponsors of Series I will be recognised as “Founding Sponsors 2026” on all future PMS Trails India events and digital platforms, permanently, for the life of the initiative. This is a legacy benefit that no future sponsor can acquire.
The Decade Ahead for Emerging India
Over the next decade, a meaningful share of India's new wealth creation is expected to emerge from non-metro markets. As India's economic geography shifts, the investor profile in smaller cities is changing rapidly. More sophisticated, more ambitious, and increasingly ready for structured investment products like PMS.
The PMS industry has an extraordinary opening to build early engagement and long-term relationships in these regions. The houses that make the effort now, that show up, that educate, that build genuine distribution networks, will find these markets extraordinarily loyal. Tier-2 investors don't switch providers casually. The first relationship tends to be the lasting one.
PMS Trails India is being built as exactly that. An industry effort that benefits the entire ecosystem. PMS houses gain access to new markets. Regional partners gain stronger product depth. And investors across India gain access to professional wealth management that was, until now, available only in the metros.
Rising Non-Metro HNI Wealth
A significant share of India's next wealth wave will emerge from Tier-2 and Tier-3 cities. Business owners, professionals and entrepreneurs with the capital and the intent to invest in PMS, but without a structured path to do so today.
Broker Networks Are Ready and Underserved
Regional brokers and sub-brokers are actively managing HNI relationships. They know their clients need something beyond mutual funds. No PMS house has yet given them the structured support to make that conversation confidently.
First-Mover Advantage Is Disproportionate
In regional markets, early consistent presence creates relationships that are very difficult to displace. Brand recall, broker loyalty, and investor trust compound over years. The house that arrives first and stays will own that market for a long time.
A Collaborative Ecosystem, Not Just Distribution
The goal of PMS Trails India is not immediate distribution expansion alone. It is to build a structured, collaborative ecosystem for PMS participation across the length and breadth of India. Series I is the beginning of that journey.
The Team Behind the Initiative
Goalstox is a technology-enabled investment distribution company that combines proprietary research, data analytics, and artificial intelligence to help investors and intermediaries make better decisions. We operate one of India's most comprehensive publicly accessible PMS and AIF research platforms. PMS is not peripheral to what we do. It is central to it. The founding team brings over 90 years of combined experience across Citibank, IDFC First Bank, ICICI Bank, IDBI Principal MF, Redington, and other leading institutions.
Manish Talwar, CFA
30+ years of experience. Formerly SVP at Citibank and Senior Director at IDFC First Bank. Deep expertise across wealth management, investment products and distribution.
Gurbir Singh Bhatia
30+ years in technology leadership. Previously at Redington, CMA CGM and Bhilwara Ltd. Drives the technology and platform backbone of Goalstox, including the PMS research and analytics platform.
Anil Chitazhi
30+ years across India and the Middle East. Previously at ICICI Bank and IDBI Principal MF. Leads business development and distribution strategy, and is the primary point of contact for PMS Trails India.
We'd like to walk you through this personally.
The founding cohort is deliberately small. If this initiative resonates, the conversation should start now. Reach out directly. WhatsApp is the fastest way to connect.