https://www.taxtmi.com/circulars?id=58652 Portfolio managers must submit a revised half yearly report within 30 days after each half year period end, using the prescribed format. Reports must include firm identification, a capital adequacy statement detailing paid up capital, free reserves and adjustments to arrive at net worth, disclosures of settled and pending disputes and economic offence involvement, a list of approved brokers and any suspensions/defaults, a client list with portfolio amounts, comparative performance versus benchmarks, and enclosures: Principal Officer certificate under Regulation 23(ii), auditor certificate under Regulation 20(2) with management comments, and a corporate governance report. en-us Mon, 15 Mar 2010 00:00:00 +0530 Tue, 03 Feb 2026 14:34:00 +0530 TaxTMI RSS Generator https://www.taxtmi.com/circulars?id=58652 Portfolio managers must submit a revised half yearly report within 30 days after each half year period end, using the prescribed format. Reports must include firm identification, a capital adequacy statement detailing paid up capital, free reserves and adjustments to arrive at net worth, disclosures of settled and pending disputes and economic offence involvement, a list of approved brokers and any suspensions/defaults, a client list with portfolio amounts, comparative performance versus benchmarks, and enclosures: Principal Officer certificate under Regulation 23(ii), auditor certificate under Regulation 20(2) with management comments, and a corporate governance report. Circulars SEBI Mon, 15 Mar 2010 00:00:00 +0530 https://www.taxtmi.com/circulars?id=58652