Disclosure Documents

Latest Disclosure Document

As on: 14 August 2026

The PMS Disclosure Document contains the requisite static information about the portfolio manager and the risks involved, along with dynamic information about fees, investment approach, performance, and grievance redressal.

  Download Disclosure Document (PDF)

Signed Disclosure Document dated 14 August 2026, certified by A K Sarawgi & Co., Chartered Accountants. This document is made available prior to account opening and is updated whenever a revised Disclosure Document is filed with SEBI.

PMS Direct Client On-boarding

In line with SEBI requirements, investors have the option to on-board directly with the Portfolio Manager without intermediation of persons engaged in distribution services.

For direct on-boarding as a PMS investor with us, please connect with us at:

• Email: pms@finnovate.in
• Contact number: +91 96197 83006

Registered Office: Finnovate Investment Managers Private Limited, 703, The Summit Business Bay, Prakashwadi, Gundavali, Chakala MIDC, Mumbai, Maharashtra 400093, India.

Related regulatory information

• PMS Investor Charter
• Investor Complaints Status
• Accredited Investor Framework
• PMS Fee Calculator
• SEBI SCORES: https://scores.sebi.gov.in
• ODR Portal: https://smartodr.in/