NISM 21B Portfolio Managers Exam Notes
Page 57 Of 168
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Eligible Investors: Individuals, HUFs, companies, NRIs.
Minimum Investment: Rs.50 lakhs per SEBI regulations.
Disclosures to Clients: Fees, risks, performance history.
Client Onboarding: KYC, risk profiling, agreement signing.
PMS Agreement: Specifies terms, fees, objectives.
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