In India, a Portfolio Manager is a body corporate that advises or directs on behalf of the client (whether as a discretionary portfolio manager or otherwise), the administration/management of a portfolio of securities or the funds of the client. In simple terms, a professional individual who makes investment decisions & carries out investment activities on behalf of an institution or person is known as Portfolio Manager. In India, Portfolio Managers are also known as investment counselors, asset managers, or investment managers. According to the Securities Exchange Board of India (Portfolio Managers) Regulations, 2020, before starting to work as a portfolio manager, the person has to apply for Portfolio Manager Registration with SEBI and obtain a Registration Certificate from SEBI. Whizseed has a team of SEBI experts who can help you with Portfolio Manager Registration under SEBI.
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