Disclaimer

DISCLAIMER :

I AM SATISH KUMAR LOKAVARAPU, Qualified CHARTED FINANCIAL ANALYST -CFA(ICFAI),MBA(ADF) and BASEL Certified (USA) BUT NOT A SEBI REGISTERED ADVISOR OR A FINANCIAL ADVISER.
ALL THE VIEWS ARE FOR EDUCATIONAL PURPOSES. ANY SUGGESTION OR ADVICES ARE MOST WELCOME. DON,T EVER TRADE WITHOUT UNDERSTANDING THE RISK AND RISK MANAGEMENT.

CFA – Charted Financial Analyst’s are highly qualified professionals for Capital Markets and eligible for SEBI Registration as Portfolio Manager , Investment Advisor and Research Analyst

Guidelines are Mentioned below in Specified Paths vs Reference Screen Shots

1. SEBI –Portfolio Manger –SEBI Qualification and Registration Guidelines

https://www.sebi.gov.in/legal/regulations/feb-2025/securities-and-exchange-board-of-india-portfolio-managers-regulations-2020-last-amended-on-february-10-2025-_92413.html

2. SEBI –Investment Advisor –SEBI Qualification and Registration Guidelines

https://www.sebi.gov.in/legal/regulations/feb-2025/securities-and-exchange-board-of-india-investment-advisers-regulations-2013-last-amended-on-february-10-2025-_92319.html

3.SEBI –Research Analyst –SEBI Qualification and Registration Guidelines

https://www.sebi.gov.in/legal/regulations/feb-2025/securities-and-exchange-board-of-india-research-analysts-regulations-2014-last-amended-on-february-10-2025-_92320.html

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