https://www.taxtmi.com/circulars?id=58567 Portfolio managers must ensure the first single lump-sum investment from a client meets the minimum investment requirement under Regulation 15(1A) and must disclose portfolio performance by investment category for the past three years in the prescribed format per Regulation 14(2)(b)(iv), provide the disclosure document to clients at least two days before agreement signing, publish the latest disclosure document where possible, and refrain from organizing or marketing portfolios as mutual-fund style "schemes." en-us Tue, 02 Nov 2010 00:00:00 +0530 Tue, 03 Feb 2026 14:36:00 +0530 TaxTMI RSS Generator https://www.taxtmi.com/circulars?id=58567 Portfolio managers must ensure the first single lump-sum investment from a client meets the minimum investment requirement under Regulation 15(1A) and must disclose portfolio performance by investment category for the past three years in the prescribed format per Regulation 14(2)(b)(iv), provide the disclosure document to clients at least two days before agreement signing, publish the latest disclosure document where possible, and refrain from organizing or marketing portfolios as mutual-fund style "schemes." Circulars SEBI Tue, 02 Nov 2010 00:00:00 +0530 https://www.taxtmi.com/circulars?id=58567