We make Portfolio Manager Registration easy and hassle-free. Click here to know its type, requirements, and process. Get Portfolio manager registration now from best consultants with SEBI rules. According to SEBI (Portfolio Manager Registration), 1993 portfolio manager is a corporate body that conforms to a contract or arrangement with the client, advises/directs/undertakes on behalf of the client, the management/administration of the portfolio of securities/client’s funds.
In simpler words, a professional individual who makes investment decisions and carries out investment activities on behalf of a person or institution is termed a portfolio manager.
What are the rules that govern the services of the portfolio manager?
The agreement or contract between the portfolio manager and client governs the services of the portfolio manager.
What is the capital adequacy requirement for a portfolio manager registration?
As prescribed in Clause (g) of Regulation (6), the capital adequacy must not be less than the net worth of Rs 50 lakhs.
Requirements For Portfolio Manager Registration
The applicant must be a corporate body.
An applicant must be a fit and proper individual.
The capital adequacy must not be below a net worth of Rs 50 lakh.
The candidate should possess the office space, equipment, and workforce to discharge the activity appropriately.
The applicant, his partner, director/ principal officer must not engage in any litigation connected to the securities market.
An applicant must have at least two employees comprising experience to conduct the business of a portfolio manager.
An applicant, his partner, director, a principal officer must not be guilty of any economic offense or moral depravity.
The applicant must have obtained the professional qualification from the government-recognized institution in finance, accounting, law, or business management.
A grant of the certificate to the applicant must be in the investor’s interest.
Running multiple projects simultaneously is a given.
As project and portfolio managers we have to run multiple programs and projects to further the strategic vision of our company and customers alike.Project Management becomes increasingly complex if the right approach and skills are not deployed at the right time.And as a project or program manager you need to deploy a broad range of skills from leadership, business acumen, stakeholder expectation management, time & resource management, planning and strategizing, empathy, emotional intelligence to technical knowhow and understanding of the organization dynamics.How can the above skills help us to manage multiple projects “Grow your experience and save more time:By working on multiple projects you get to constantly learn new technology, work with new teams, improve domain knowledge and overall multitasking skills.
Organizations look for multi-project handlers:Know full well that organizations want a jack of all trades who can shift gears as and when required.
You should be able to run a whole program with multiple projects along with projects that have unique requirements.Some projects will check your team management skills while others may test your domain knowledge or your adaptability to customer requirements.Thus you need a very high emotional quotient to understand the needs of these varying teams, keep them motivated, improve productivity rates and tie them all to project profitability at the same time.Look how successful business founders, co-founder, CEO are handling multiple initiatives like Jack Dorsey balancing Square and Twitter, Mark Zuckerberg is handling Facebook, Instagram and more.In the Infographics, we have mentioned the project management strategies that will help to streamline your multiple projects.ConclusionWorking on multiple projects at the same time requires more dedication and skills.
A simple and effective project management software makes your work simpler and easier.A tool like Orangescrum, that is designed to accommodate as many projects as possible.
It's simple and intuitive UI allows it to be used even by people who are new to project management.You can track all your projects, tasks, resources and their allocation, availability and utilization with Orangescrum giving you a 360 degrees view of your entire portfolio.Start running multiple projects successfully with a 14day free trial today!
