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| Name: |
prasanna pillaluri
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| Birthday: |
04 Feb
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| About Us: |
If you’re interested in managing investment portfolios professionally, understanding how to become a SEBI-registered Portfolio Manager in India is essential. A Portfolio Manager is responsible for managing clients’ investments and making strategic financial decisions on their behalf. To begin, you must meet SEBI’s eligibility criteria, which typically include having relevant qualifications such as an MBA in Finance, CFA, or equivalent, along with at least five years of experience in portfolio management, investment advisory, or related fields.
The Portfolio Manager registration process involves submitting an application to SEBI with detailed documentation, including proof of qualifications, experience, and infrastructure readiness. Applicants must also maintain a minimum net worth of ₹5 crore to qualify for a PMS license. SEBI thoroughly reviews all submissions to ensure compliance with its regulatory framework. Once approved, the Portfolio Manager receives a registration certificate, allowing them to offer professional investment management services in India. Maintaining compliance through regular reporting and audits is mandatory to retain the license. This step-by-step guide will help you understand how to become a portfolio manager and navigate the PMS registration process effectively, ensuring a rewarding career in India’s growing financial services industry. |
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