The Disclosure Document is the … Continue reading “PMS Disclosure Document and Client On-boarding – Simplified Format 2025 | KYC | MITC”

Portfolio management services in India … Continue reading “Types of Portfolio Management Services – Discretionary | Non-Discretionary | Advisory”

PMS fees are not published … Continue reading “PMS Fees and Charges – High Water Mark | Hurdle Rate | Exit Load”

NISM-Series-XXI-A is the Portfolio Management … Continue reading “NISM XXI-A Certification – Syllabus | Exam Pattern | Weightages”

TWRR against MWRR on the same portfolio, the five risk-adjusted measures worked with numbers, and exactly what a PMS client must be sent, and how often.

The four steps of the portfolio management process, why asset allocation drives most of the return, and what an Investment Policy Statement must record.

Who may be a portfolio manager, the eleven registration conditions, the ₹5 crore net worth, twelve general responsibilities, six Do’s and thirteen Don’ts.