India's Only DIY Journey for PMS & AIF.
Bring curated portfolio management and alternative investment products into your platform — fully self-serve, or digitally assisted, on one API.
The PMS & AIF Gateway connects product providers — portfolio managers, AMCs, AIFs — with the platforms and distributors who want to offer them. It is the only platform in India that offers a genuine do-it-yourself journey for these products.
Where PMS and AIF distribution has traditionally required a relationship manager and a stack of paperwork, 1SB makes it possible for an investor to discover, compare, and complete onboarding entirely on their own.
DIY
Self-serve discovery, comparison, and onboarding for PMS and AIF products — the capability no one else in the country offers in this form.
- Self-serve discovery across a curated PMS and AIF shelf
- Side-by-side comparison of strategies, mandates, and terms
- End-to-end digital onboarding completed by the investor alone
- Suitability, KYC, and documentation handled inside the journey
- Drop-off, captured, not lost — if a visitor starts the DIY journey but doesn't finish, their details are saved so your team can follow up directly
Assisted
A fully digital client-onboarding platform for distributors and RMs who work with clients directly — digital and guided, not paper-based.
- A fully digital client-onboarding platform — no physical paperwork for RMs or distributors to manage
- Built-in KRA workflows, so onboarding doesn't stall on document collection
- Compliance and audit trail generated automatically as part of the onboarding flow
- Real-time status tracking for RMs and distributors, from first client interaction to completed onboarding
- Optional in-person touchpoints where a case genuinely needs one, without breaking the digital process
Built for how PMS & AIF onboarding actually works
Product providers live on the platform.
Active distributors on the platform.
Non-individual onboarding
Corporates, and other non-individual investor types onboarded through the same platform.
Phygital journeys
Digital steps blended with optional human or physical touchpoints exactly where a case needs one.
KRA modification
Investors update their KYC Registration Agency records digitally, inside the platform.
AMCs and portfolio managers looking for distribution reach — and distributors, wealth platforms, or banks looking to offer PMS & AIF without building a wealth-management stack from scratch.