Learn how to become a SEBI-registered Portfolio Manager in India and build a rewarding career in investment management. A Portfolio Manager professionally manages investment portfolios on behalf of clients, offering expert advice and strategies to maximize returns.
To start, understand the eligibility criteria set by SEBI (Securities and Exchange Board of India). Applicants must have professional qualifications in finance, economics, or business management, along with relevant experience in portfolio or fund management. The applicant—whether an individual or a company—must meet the minimum net worth requirement prescribed by SEBI.
The portfolio manager registration process involves submitting Form A under SEBI (Portfolio Managers) Regulations, 2020, along with required documents such as qualification proof, business plan, compliance structure, and details of infrastructure. After a thorough review, SEBI issues the Portfolio Manager Certificate of Registration, enabling legal operations in India.
If you’re exploring how to become a portfolio manager or specifically how to become a portfolio manager in India, focus on gaining strong analytical, financial, and regulatory knowledge. With SEBI registration, you can build a credible and successful career managing investments for individuals and institutions while adhering to ethical and professional standards.
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- Bulunan Palwal, HR 121102, IN
