Disclosure Document

The PMS Disclosure Document is a mandatory filing for all Portfolio Management Services with the Securities and Exchange Board of India (SEBI).

This document aims to provide crucial information, including historical performance data, about the portfolio management services offered by Banyan Tree Advisors Private Limited (Banyan Tree Advisors). Its purpose is to assist and enable investors to make well-informed decisions when considering engagement with Banyan Tree Advisors.

Download the Banyan Tree – Disclosure Document – September 2024.