Compliance
Banyan Tree Advisors, registered with the Securities and Exchange Board of India (SEBI) as a Portfolio Management Service, prioritizes transparency and trust in all our investor and stakeholder relationships.
This section provides you with essential documents and disclosures, ensuring compliance with regulatory guidelines. Here, you will find detailed information about our practices, policies, and key financial details.
We encourage you to visit this section regularly to stay informed about the latest updates regarding your investments and our ongoing commitments.
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 […]
Format for investor complaints data to be disclosed by Portfolio Managers on their website on monthly basis: Data for the month ending – January 2026 ^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in […]
A. Vision and Mission Statements for investors Vision To implement diligently researched customised investment strategies which help investors meet their long-term financial goals in a risk appropriate manner. Mission To ensure that the PMS industry provides a viable investment avenue for wealth creation by adopting high levels of skill, integrity, transparency and accountability. B. Vision […]
Please find below the note on the Accredited Investor Framework under the SEBI (Portfolio Managers) Regulations, 2020: Download the Accredited Investor Framework Note (PDF)
Client confidentiality is of paramount importance to Banyan Tree Advisors. All client information we collect is solely for understanding client needs and ensuring legal compliance. We do not share clients’ identities or personal information with any third parties for commercial purposes. However, if required by applicable law or regulations, we may disclose a client’s identity […]
In the event the Client has any grievance regarding the service standards or reporting agreed upon by the Portfolio Manager, the Client should contact the Customer Services Team at Banyan Tree Advisors via email at customerservice@banyantreeadvisors.com or by phone at 91 80 46428500. The Customer Services Team will acknowledge the receipt of the email within […]
As per the SEBI Circular dated February 13, 2020, on Guidelines for Portfolio Managers, clients have the option to be on-boarded directly by the Portfolio Manager without the intermediation of persons engaged in distribution services. If you would like to be on-boarded directly by Banyan Tree Advisors, you can start the process by filling the […]
Download the Banyan Tree Advisors PMS Fee Calculator to understand how fees are calculated for your PMS account