Audit and Transparency in Portfolio Management Services

Overview:
Transparency is India’s competitive edge in wealth management.

Key Points:

• Every Portfolio Management Service client has a separate demat and bank account monitored by a custodian.
• Annual independent audit is mandatory under SEBI Regulations 2020.
• Over 180 Portfolio Management firms filed audited financials for FY 2025, improving compliance rate to 96 percent.
• Comparable U.S. compliance rate ≈ 98 percent – India is now at par in governance.
• Enhanced disclosure reduced client complaints by 23 percent year-on-year.

Truvest Capital Insight:
Transparency builds trust – audit integrity is India’s new soft power in finance.

Disclaimer: Educational content only. Not investment advice.