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Application No.: ___Discretionary Portfolio Management Services (ND PMS) ACCOUNT OPENING Formulaic Name: ___ Distributor Name : ___ RM Name : ___ RM Branch : ___Ambit Investment Advisors Private Limited
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How to fill out non-discretionary portfolio investment management

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Determine your investment goals and risk tolerance.
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Research investment options and select those that align with your goals.
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Monitor the performance of your portfolio regularly and make adjustments as needed.
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Keep detailed records of all transactions and investment decisions.
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Stay informed about market trends and economic indicators that may impact your investments.

Who needs non-discretionary portfolio investment management?

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Individuals who want to have more control over their investment decisions.
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Investors who prefer a more hands-on approach to managing their portfolios.
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Those who have the time and expertise to actively monitor and adjust their investments.
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Non-discretionary portfolio investment management refers to the management of investments based on specific client instructions rather than at the discretion of the investment manager.
Investment managers or firms that provide non-discretionary portfolio investment management services are required to file this information.
Non-discretionary portfolio investment management information can be filled out through the designated reporting forms provided by regulatory authorities.
The purpose of non-discretionary portfolio investment management is to ensure compliance with regulations and to provide transparency to clients regarding their investment activities.
Information such as client instructions, investment decisions, portfolio composition, and performance results must be reported on non-discretionary portfolio investment management.
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1956 1992 ambit sebi pms fatca ies huf aiapl demat mumbai severally kyc poa issuer llp nse vii nri parel issuers bapat senapati inr karta bse alongwith upto crore rbi undertakes hereinabove intimation indentification repurchase levies giin icai ltd icsi v

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