If you’re wondering how to become a portfolio manager in India, it’s essential to understand the qualifications, SEBI guidelines, and registration process. A portfolio manager is a professional responsible for managing investment portfolios for individuals or institutions, aiming to maximize returns while minimizing risks.
To start, candidates must hold a professional qualification in finance, accounting, business management, economics, or a related field from a recognized university. Practical experience in the securities market or investment management is highly valued. According to SEBI guidelines for portfolio management, aspiring professionals must register with SEBI (Securities and Exchange Board of India) before offering services.
The Portfolio Manager registration process includes submitting Form A as prescribed under SEBI (Portfolio Managers) Regulations, 2020, along with necessary documents such as proof of qualification, experience, net worth certificate, and compliance reports. SEBI carefully evaluates these applications to ensure transparency and investor protection.
A career as a portfolio manager in India demands strong analytical skills, market awareness, and decision-making ability. With proper qualifications, adherence to SEBI’s compliance framework, and ethical conduct, one can successfully build a rewarding career in portfolio management.
