https://www.taxtmi.com/circulars?id=58577 Portfolio managers must upload the revised standardized monthly report on portfolio management activity by the 5th of the following month, using the prescribed format that covers discretionary, non-discretionary and advisory services with client and asset breakdowns, monthly quantitative indicators (gross sales, gross purchases, portfolio turnover, weighted average performance, assets managed for specified funds) and a separate monthly complaints schedule tracking opening, received, resolved and closing complaints by client category. en-us Fri, 08 Oct 2010 00:00:00 +0530 Tue, 03 Feb 2026 14:35:00 +0530 TaxTMI RSS Generator https://www.taxtmi.com/circulars?id=58577 Portfolio managers must upload the revised standardized monthly report on portfolio management activity by the 5th of the following month, using the prescribed format that covers discretionary, non-discretionary and advisory services with client and asset breakdowns, monthly quantitative indicators (gross sales, gross purchases, portfolio turnover, weighted average performance, assets managed for specified funds) and a separate monthly complaints schedule tracking opening, received, resolved and closing complaints by client category. Circulars SEBI Fri, 08 Oct 2010 00:00:00 +0530 https://www.taxtmi.com/circulars?id=58577