Why Custodians and Auditors Safeguard Your Wealth

Behind every regulated PMS or AIF stands a custodian and auditor ensuring your money is exactly where it should be.

Custodian’s Role
• Holds securities in segregated accounts.
• Verifies settlements and corporate actions.
• Reports positions to SEBI and managers periodically.

Auditor’s Role
• Reviews financial statements and valuation policies.
• Certifies annual returns and compliance filings.
• Provides transparency to investors through audited reports.

Why It Matters
Strong third-party oversight prevents misappropriation and ensures fair valuation. Before investing, check which SEBI-registered custodian and audit firm your PMS/AIF uses—names you recognize are often a good sign.

Key Takeaway: Independent oversight is the invisible fence around your capital.
 

Disclaimer: Educational only.