Portfolio Manager Registration With SEBI

Package Inclusion :

  • Application filling before SEBI
  • Business Case Analysis
  • End to end follow-up with SEBI
  • Assistance in Business Plan 

Portfolio Manager Registration With SEBI

Who are Portfolio Manager?

The term portfolio means a collection of investments. Therefore, the person responsible for managing, advising, supervising a portfolio, on behalf of his client, in return for a fee, is known as Portfolio Manager. The foremost expectation from a portfolio manager is he must be capable of satisfying his client's needs by investing his funds for optimum profits. He should act in a fiduciary capacity in respect of client's funds. He should act within a framework of an agreement entered between them. The concept of a portfolio manager is governed by the SEBI (Portfolio Managers) Regulations, 1993. Therefore, it is mandatory for any individual before carrying out the activities of a portfolio manager to be registered with SEBI.

Procedure for the SEBI Registered Portfolio Manager

The concept of the SEBI Registered Portfolio managers is focused on lending a helping hand to the investors who want to invest their funds in the securities market but do not have the requisite expertise and the knowledge. kbng is a legal technology company which provides services in getting registration from SEBI as Portfolio Manager. Seeking applicant can mail their queries at info@kbng.in. Our expert team of professionals provides end to end services in SEBI related matters.

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