https://www.taxtmi.com/circulars?id=66097 Portfolio managers must tag each Investment Approach (IA) to one Strategy from Equity, Debt, Hybrid or Multi Asset, select one prescribed benchmark per IA from up to three benchmarks prescribed by APMI, and ensure board oversight. Changes to Strategy or benchmark require offering subscribers an exit without exit load, prohibition on using prior track record for reporting, documented justification and verification in the annual audit under Regulation 30. en-us Fri, 16 Dec 2022 00:00:00 +0530 Tue, 03 Feb 2026 14:40:00 +0530 TaxTMI RSS Generator https://www.taxtmi.com/circulars?id=66097 Portfolio managers must tag each Investment Approach (IA) to one Strategy from Equity, Debt, Hybrid or Multi Asset, select one prescribed benchmark per IA from up to three benchmarks prescribed by APMI, and ensure board oversight. Changes to Strategy or benchmark require offering subscribers an exit without exit load, prohibition on using prior track record for reporting, documented justification and verification in the annual audit under Regulation 30. Circulars SEBI Fri, 16 Dec 2022 00:00:00 +0530 https://www.taxtmi.com/circulars?id=66097