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SEBI Registered Portfolio Management

Portfolio Manager Registration

SEBI Registered Portfolio Management

Register as a Portfolio Manager with SEBI. JR Compliance provides complete assistance for Portfolio Manager registration and compliance requirements.

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Why Choose Portfolio Manager Registration?

Register as a Portfolio Manager with SEBI. JR Compliance provides complete assistance for Portfolio Manager registration and compliance requirements.

JR Compliance provides comprehensive Portfolio Manager registration services for entities seeking SEBI authorization to manage client investment portfolios. Our regulatory experts guide you through SEBI's eligibility criteria including minimum net worth requirements, principal officer qualifications, and infrastructure norms. We prepare detailed SEBI registration applications covering investment philosophy, risk management systems, and compliance frameworks for discretionary and non-discretionary PMS services. Our team handles the complete regulatory submission, responds to SEBI queries, and coordinates throughout the approval process. We assist with setting up custody arrangements, client onboarding procedures, and performance reporting systems. Post-registration, we provide ongoing compliance support for SEBI returns, client reporting, disclosure requirements, and audit coordination to maintain your PMS license in good standing.

SEBI authorized operations

Client fund management

Investment advisory services

Professional credibility

Regulatory compliance

Institutional client access

Revenue generation

Business expansion

Process

Simple Step-by-Step Process

1

Eligibility Check

Verify net worth and experience requirements

2

Document Preparation

Prepare required documents and business plan

3

Application Filing

Submit application to SEBI

4

SEBI Review

Application review and clarifications

5

Inspection

SEBI inspection if required

6

Registration

Receive SEBI registration certificate

Required Documents

Incorporation Certificate
MOA & AOA
Net Worth Certificate
Audited Financial Statements
Details of Principal Officer
Infrastructure Details
Business Plan
Compliance Manual

Frequently Asked Questions

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Portfolio Manager Registration

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