Portfolio Manager Registration With SEBI

Want to register as a portfolio manager, then you’re at the right place! We provide hassle-free registration services.


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    Portfolio Manager Registration & Compliances

    A portfolio manager is a body corporate who advises or directs, or undertakes on behalf of the client, management or administration of the portfolio of the client. This can be done only after entering into a contract with the client. “Portfolio” of a client means the total security held by the client.

    There are various benefits associated with hiring a portfolio manager but to become one, an applicant is required to get registers with the SEBI. As per norms of SEBI, portfolio manager registration is regulated by SEBI regulations of 1993 for the same. 

    Consult us for portfolio manager registration or compliance guidance.


    Benefits of Hiring a Portfolio Manager for Companies


    Procedure for Registration as Portfolio Manager from SEBI


    Requirements For Portfolio Manager Registration

    60 Minutes Strategic Planning Consultation:

    Rs. 1999/-(Now Just Rs. 999/-*)

    Click on "Book Consultation" button below to book consultation. Once you complete the booking transaction, then you will be redirected back here to schedule appointment and it will be clearly explained on that page "how you can schedule call" . 


    Post Registration Compliance by Portfolio Manager

    We offer comprehensive range of services to help businesses comply with all applicable regulations and protect their reputation.


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    Have Questions?
    Find Answers Here

    Portfolio Managers are professionally qualified persons to serve as asset managers, investment managers or investment councillors. They undertake investments in financial securities on behalf of their clients. As per SEBI Regulation, portfolio managers are persons who advise or undertake administration or management of the funds on behalf of their clients after entering into an agreement or contract with the client.

    As per Regulation 12 of the SEBI (Portfolio Managers) Regulation of 2020, the certificate of registration granted to the portfolio managers by SEBI shall be valid unless suspended or cancelled by SEBI.

    The applicant must be a corporate body with the administrator having relevant experience and qualifications. The applicant organisation must possess the necessary infrastructure to support the activities of the portfolio manager. The infrastructure includes necessary equipment, office space, and essential human resources.

    No, SEBI does not give consent to any service offered by a portfolio manager. Thus, an investor must invest in the specific service prescribed in terms and conditions mentioned in the disclosure documents and the contract/agreement between portfolio manager and client.

    Indeed, the Board can appoint one or more individuals to inspect the books of account, records, and documents of the Portfolio Manager.


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