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Portfolio Advisory Services in India: What They Cover, What They Cost and How They Differ From PMS
- October 8, 2026
- Posted by: Neeraj Pandey
- Category: advisory
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Portfolio advisory services review your holdings, set asset allocation and guide rebalancing, while you keep control. See scope, fees and how PMS differs.
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Investment Adviser Service Renewal: What Should Clients Review Before Continuing?
- August 18, 2026
- Posted by: Neeraj Pandey
- Category: advisory
Investment adviser service renewal guide: a systematic review checklist for advisory clients considering renewal — risk profile updates, fee terms, service scope, performance expectations and exit options.
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Investment Adviser Change in Control: Prior Approval, Transition and Registration Steps
- August 18, 2026
- Posted by: Neeraj Pandey
- Category: advisory
Investment adviser change in control rules: SEBI prior approval requirement, the six-month validity window, fresh registration implications and how clients are affected by ownership changes.
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Investment Adviser Registration Fees in India: Application, Registration and Renewal Explained
- August 18, 2026
- Posted by: Neeraj Pandey
- Category: advisory
Investment adviser registration fees in India: SEBI application fees, IAASB administrative charges and renewal costs — what applicants and registered IAs should know.