How not to get your PMS license suspended by SEBI?
On November 30, 2022, SEBI suspended the PMS license of …
Accredited Investors solve a big concern for RIAs
It is quite unusual for someone to call me at …
All you wanted to know about reporting by SEBI Registered Portfolio Managers
SEBI introduced the new SEBI (Portfolio Managers) Regulations, 2020, effective …
SEBI amends the qualification regulation for RIAs, Research Analysts and PMS
SEBI has recently amended the regulation for qualification requirements for …
SEBI approves changes in the PMS regulations
In August 2019, SEBI had issued consultation paper on proposed …
SEBI proposes big changes for Portfolio Managers
If you are running a PMS or planning to start …
Starting a PMS business is not a cakewalk – Here are 10 things you must do.
My friend, Shalini, had come to meet me in my …
