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Important Timelines for PMS Service
This blog provides a structured breakdown of SEBI’s prescribed timelines for PMS-related activities. March 05, 2024 Account Opening &...


SEBI-Mandated Internal Controls for PMS Risk Mitigation
This blog provides a structured guide on SEBI’s risk management and client protection requirements, covering portfolio segregation, trade...


Overview of SEBI’s Fee Regulations for PMS
This blog provides a structured overview of SEBI’s PMS fee framework, performance-linked charges, operating expenses, and compliance...


Investment Restrictions: What PMS Firms Can and Cannot Do
This blog provides a structured overview of SEBI’s compliance framework for portfolio investments, covering investment restrictions,...


SEBI’s Reporting and Disclosure Requirements for PMS
March 01, 2024 This blog provides an in-depth guide on SEBI’s reporting and disclosure requirements, including monthly and annual...

Portfolio Management Service (PMS) Registration Guide
March 07, 2024 Overview A Portfolio Manager is a body corporate that manages, advises, or administers a portfolio of securities or funds...
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