Transcription of PMS Process guidelines - Motilal Oswal
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PMS Process guidelines - Motilal Oswal
PMS Process PMS Process GUIDELINESGUIDELINESPMS Process PMS Process GUIDELINESGUIDELINESGUIDELINESGUIDELINES GUIDELINESGUIDELINESM otilal Oswal Asset Management Co. LtdMotilal Oswal Asset Management Co. LtdNote: These guidelines /processes are subject to change from time to time; hence please ensure that the latestversion is referred to for relevant Process flowPMS Process flowPMS Process flowPMS Process flow Generate PMS code in tracker Send complete set of documents to PMS BO Demat account opened Initial corpus (Stock/Fund) Initial corpus (Stock/Fund) Account activation Send welcome letter PMS reports (Monthly / Financial statements) Dividend/Corporate actions Redemption/Switch processFrequently asked questions for PMSF requently asked questions for PMSF requently asked questions for PMSF requently asked questions for PMSQ1. What is the minimum corpus for PMS account?Ans. lacs as per SEBI circular dated 10th February, What is the company name to be written on corpus cheque?
PMS PROCESS GUIDELINES Motilal Oswal Asset Management Co. Ltd Note: These guidelines/processes are subject to change from time to time; hence please ensure that the latest
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