Every portfolio manager operating in India must hold a valid SEBI registration, and SEBI maintains a public list of these entities. Checking a manager’s name against this list confirms they’re legally permitted to manage client portfolios and are bound by...
SEBI mandates a minimum investment of ₹50 lakh to open a Portfolio Management Services (PMS) account in India. The threshold is assessed once, at onboarding, applies to your total portfolio value rather than any single stock, and can be funded with cash, existing...
A Category II AIF is a SEBI-regulated Alternative Investment Fund that invests in unlisted equity, private debt, or real estate without leverage beyond operational needs. It’s the structure most private equity and debt funds in India use, sitting between...
GIFT City (Gujarat International Finance Tec-City) is India’s only International Financial Services Centre, and NRIs can invest in Indian equities through it via a Category III AIF in USD without navigating the NRE/NRO account complexity that onshore PMS...
PMS requires a minimum investment of ₹50 lakh and suits investors who want direct stock ownership, a concentrated portfolio, and a manager working solely on their behalf. The process: define your goals, shortlist SEBI-registered managers, review their strategy,...
