SEBI Requirements on Performance Disclosure

Demystifying the Disclosure Document: Transparency in Portfolio Management

Imagine you are an investment analyst performing due diligence on a new Portfolio Management Service (PMS) provider for a high-net-worth client. You have reviewed their marketing deck, which highlights impressive...

Navigating Conflicts: Related Party Disclosures for Portfolio Managers

Imagine you are finalizing an investment memorandum for a portfolio that includes a significant stake in a logistics firm. During your due diligence, you discover that the parent company of your Portfolio Manager (PM) is...