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SEBI | Portfolio Manager Monthly Report The monthly report of the Portfolio Manager (PM) has been prepared by the individual Portfolio Manager as required by SEBI circular on " Monthly reporting by Portfolio Managers" dated October 08, 2010 and filed with SEBI
DISCLOSURE DOCUMENT The Disclosure Document (hereinafter referred to as ‘the Document’) has been filed with the Securities and Exchange Board of India (SEBI) along with the certificate in the prescribed format in terms of Regulation 22 of the SEBI (Portfolio Managers) Regulations, 2020
DISCLOSURE DOCUMENT OF PORTFOLIO MANAGER This Disclosure Document contains the necessary information about the Portfolio Manager required by a client before investing The client is advised to retain this Disclosure Document for future reference
SEBI Simplifies PMS Disclosure Document: Key Updates Every SEBI registered Portfolio Manager (PMS) needs to issue a Disclosure Document The disclosure document has to be provided to the client prior to entering into the PMS agreement as well as display the same on the website The ‘Model Disclosure Document’ format was given in Schedule V of the SEBI (Portfolio Managers) Regulations, 2020
DISCLOSURE DOCUMENT PORTFOLIO MANAGEMENT SERVICES - ICICI Securities The Disclosure Document has been filed with the Securities Exchange Board of India along with the certificate in the prescribed format in terms of Regulation 22 of the SEBI (Portfolio Managers) Regulations, 2020
DISCLOSURE DOCUMENT FOR DISCRETIONARY PORTFOLIO MANAGEMENT SERVICE This Disclosure Document has been prepared in accordance with the Securities and Exchange Board of India (Portfolio Managers) Regulations, 2020, and has been filed with the Securities and Exchange Board of India (SEBI)
SEBI board simplifies disclosure document framework for Portfolio Managers At its 210th Board meeting held in Mumbai, SEBI approved an amendment to the SEBI (Portfolio Managers) Regulations, 2020, aimed at making disclosure requirements more flexible and business-friendly for registered Portfolio Managers
SEBI Simplifies Disclosure Document for Portfolio Managers The Securities and Exchange Board of India (SEBI) has revised the format of the ‘Disclosure Document’ for Portfolio Managers to simplify compliance Through its circular dated September 9, 2025, SEBI has removed the previous format specified in Schedule V of the SEBI (Portfolio Managers) Regulations, 2020
SEBI Investor | Securities Market Investment: Mutual Funds’ Investments Designed primarily for high-net-worth individuals (HNIs), PMS offers personalized and professionally managed portfolios to help investors achieve their financial goals efficiently Let’s understand about PMS, its types, features, benefits, and the regulatory framework governing it