Portfolio Management Services
Disclosure Documents
The latest SEBI Portfolio Management Services Disclosure Document is made available to investors prior to account opening and is available on this page at all times, as required under the SEBI (Portfolio Managers) Regulations, 2020.
Latest Disclosure Document
As on: 25 June 2026
The PMS Disclosure Document contains the requisite static information about the portfolio manager and the risks involved, along with dynamic information about fees, investment approach, performance, and grievance redressal.
Download Disclosure Document (PDF)
Signed Disclosure Document dated 25 June 2026 (PDF, ~15 MB). This document is made available prior to account opening and is updated whenever a revised Disclosure Document is filed with SEBI.
PMS Direct Client On-boarding
In line with SEBI requirements, investors have the option to on-board directly with the Portfolio Manager without intermediation of persons engaged in distribution services.
For direct on-boarding as a PMS investor with us, please connect with us at:
- Email: naveen.singh@finnovate.in
- Contact number: +91 98673 25874
Registered Office: Finnovate Investment Managers Private Limited, 703, The Summit Business Bay, Prakashwadi, Gundavali, Chakala MIDC, Mumbai, Maharashtra 400093, India.