The Association of Portfolio Managers in India (APMI) organised its Leadership Conclave 2026 in Kolkata with the participation of the Securities and Exchange Board of India (SEBI), as per news reports.
The event was attended by portfolio managers, distributors, family offices, wealth management firms and other stakeholders from the portfolio management services (PMS) industry.
More than 250 participants took part in the conclave, where discussions covered regulatory developments, investor expectations, distribution networks and operational issues within the PMS business.
A separate session also examined the investment climate in eastern India, regional business opportunities and challenges faced by market participants.
According to APMI, India's PMS industry manages assets worth nearly ₹42 lakh crore and has more than 2.1 lakh investor accounts.
The association represents SEBI-registered portfolio managers that oversee a significant share of the industry.
The sector offers customised investment portfolios to clients seeking professional portfolio management.
APMI said it has carried out around 50 strategic initiatives since beginning operations in May 2022.
These have covered investor protection, regulatory compliance, industry transparency, digital processes, professional training and steps for improving business practices across the PMS ecosystem.
The conclave also included discussions on industry standards and market development.
The meeting focused on regulatory developments and operational priorities within the PMS industry. Participants discussed areas related to investor awareness, market practices and the continued growth of portfolio management services in India.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
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Published on: Jun 12, 2026, 2:14 PM IST
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