The PMS Disclosure Document is a document that all Portfolio Management Services must file with the regulatory authority, SEBI.
The purpose of the Disclosure Document is to provide essential information, including past performance, about the portfolio management services of Banyan Tree Advisors Private Limited (Banyan Tree Advisors), in a manner to assist and enable investors in making an informed decision while engaging Banyan Tree Advisors.
Download the Banyan Tree – Disclosure Document – December 2023.