Portfolio Management Services
Finnovate Portfolio Management Services
SEBI-registered Portfolio Management Services offered by Finnovate Investment Managers Private Limited. Below are the regulatory disclosures and tools mandated by SEBI for PMS investors.
Entity: Finnovate Investment Managers Private Limited
SEBI PMS Reg. No.: INP000010104
Investor Charter
Vision, services, timelines, investor rights & responsibilities for PMS.
Complaints Status
Monthly investor-complaints disclosure, updated by the 7th of each month.
Disclosure Documents
Latest PMS Disclosure Document and direct client on-boarding details.
Accredited Investors
SEBI Accredited Investor framework and eligibility criteria.
Fee Calculator
Interactive PMS fee illustration plus the downloadable APMI fee Excel.
Grievance / ODR
Lodge a complaint, SEBI SCORES, and the Online Dispute Resolution portal.