Page 2 - Portfolio Managers
Wish to bet on Dolly Khanna's stocks? Here is how they look on charts
Shares of Nocil and Butterfly Gandhimathi Appliances are seeing buying momentum even in the overbought territory, indicating underlying strength
 "Wish to bet on Dolly Khanna's stocks? Here is how they look on charts")
Portfolio managers must provide disclosure document before agreement: Sebi
Portfolio managers need to provide disclosure document, comprising quantum and manner of payment of fees payable for each activity, to clients before entering into an agreement with them, Sebi said
 "Portfolio managers must provide disclosure document before agreement: Sebi")
Portfolio managers cannot impose lock-in for clients' investments: Sebi
"Portfolio managers cannot impose a lock-in on the investment of their clients.However, a portfolio manager can charge applicable exit fees from the client for early exit," Sebi noted
 "Portfolio managers cannot impose lock-in for clients' investments: Sebi")
Infosys fines director for 'inadvertent trade' by wife's portfolio manager
A penalty of Rs 2 lakh has been imposed on Bobby Parikh, Infosys said in a regulatory filing
 "Infosys fines director for 'inadvertent trade' by wife's portfolio manager")
Confusion over new rules on standardised return metrics for PMS players
Service providers are looking for clarity on how standardisation should be approached and are seeking Sebi's advice on the matter
 "Confusion over new rules on standardised return metrics for PMS players")
Sebi notifies norms, scraps upfront fees for portfolio management services
Under portfolio management services (PMS), portfolio managers offer customised investment advice to clients, typically high net worth individuals.
 "Sebi notifies norms, scraps upfront fees for portfolio management services")
Because it's your money, not mine
The next time you invest with a fund house do inquire if the portfolio manager has skin in the game
 "Because it's your money, not mine")
PMS players had to change plans after restrictions on unlisted securities
Restrictions on unlisted securities to hit new schemes, alternative routes being explored
 "PMS players had to change plans after restrictions on unlisted securities")
Men dominate investment management despite women being equally good: Survey
Only 15 funds, or 3 per cent, had all-female teams, managing 1 per cent of total assets
 "Men dominate investment management despite women being equally good: Survey")
Sebi makes it mandatory for listed firms to disclose each loan default
Regulations on rights issue, portfolio managers revamped
 "Sebi makes it mandatory for listed firms to disclose each loan default")
Sebi approves stricter loan default disclosure norms for listed companies
Sebi would revise the norms for issuance of shares on right basis to existing shareholders
 "Sebi approves stricter loan default disclosure norms for listed companies")
Sebi proposals to make portfolio management transparent, investor friendly
Among the significant recommendations for investors, the working group has proposed to raise the minimum investment amount to Rs 50 lakh from the existing Rs 25 lakh
 "Sebi proposals to make portfolio management transparent, investor friendly")
Lax reporting and disclosure standards for PMS providers worry experts
Portfolio managers lag mutual funds in disclosures, assets stand at Rs 15.6 trn
 "Lax reporting and disclosure standards for PMS providers worry experts")
Portfolio managers' assets swell to Rs 12 lakh cr in January
It also marks the 13th consecutive monthly rise in asset base of portfolio managers
 "Portfolio managers' assets swell to Rs 12 lakh cr in January")
