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DISCLOSUREDOCUMENTOFPORTFOLIOMANAGEMENTSERVICES Offered by ALCHEMYCAPITALMANAGEMENTPRIVATELIMITED SEBIRegistrationNo.INP000000365 Unlessotherwisementioned,thedatahasbeenupdatedasonMarch31,2023) (i)(ii)(iii) (iv)TheDisclosureDocumenthasbeenfiledwiththeSecuritiesandExchangeBoardofIndia(SEMI)along withthecertificateintheprescribedformatintermsofRegulation22ofSEBI(PortfolioManagers) Regulations,2020

How to fill out disclosure document of portfolio

How to fill out disclosure document of portfolio

1. Read the instructions provided with the disclosure document.
2. Gather all the necessary information and documentation related to your portfolio.
3. Start by filling out the personal information section including your name, address, and contact details.
4. Move on to the investment details section and provide accurate and complete information about your portfolio holdings.
5. If required, provide explanations or additional details for any specific investments or transactions.
6. Include any relevant financial statements or supporting documents as instructed.
7. Review the entire disclosure document for accuracy and completeness.
8. Sign and date the document as required.
9. Submit the completed disclosure document to the designated authority or institution.
10. Keep a copy of the disclosure document for your records.

Who needs disclosure document of portfolio?

1. Individual investors who have a portfolio of investments, such as stocks, bonds, or mutual funds.
2. Financial advisors or wealth managers who handle portfolios on behalf of their clients.
3. Investment firms or companies that manage portfolios for institutional clients or individuals.
4. Regulatory bodies or authorities that require disclosure of portfolio information for compliance purposes.
5. Anyone entering into a financial agreement or partnership that necessitates providing complete information about their portfolio.

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What is disclosure document of portfolio?

A disclosure document of portfolio is a legal document that provides detailed information about the investment portfolio managed by a financial advisor or investment firm. It includes data on the assets, performance, fees, and risks associated with the portfolio.

Who is required to file disclosure document of portfolio?

Registered investment advisers and investment firms that manage client portfolios are typically required to file a disclosure document of portfolio.

How to fill out disclosure document of portfolio?

To fill out a disclosure document of portfolio, one must gather all relevant information about the portfolio, including asset types, total value, performance metrics, fees charged, and any potential risks. This information should be organized and clearly presented according to regulatory requirements.

What is the purpose of disclosure document of portfolio?

The purpose of a disclosure document of portfolio is to provide transparency to investors, ensuring they have a clear understanding of what they are investing in, the associated risks, and the costs involved.

What information must be reported on disclosure document of portfolio?

The disclosure document must report information such as the types of assets in the portfolio, the investment strategy, performance history, fees and expenses, risks involved, and any conflicts of interest.