Registration as AMC with SEBI as on March 31, 2015. Only Equity Mutual Funds (excluding international Fund of Funds, Gold ETFs, etc.) to be considered under this category i.e. where minimum 65% of the investable corpus is invested in Indian Equities
Debt AMC of the Year
Registration as AMC with SEBI as on March 31, 2015. All non Equity Mutual Funds i.e. where less than 65% of the investible corpus is invested into Indian Equities would be considered under this Category. This would include all types of debt funds, international funds, monthly income plans, and Gold ETFs, etc.
Overall AMC of the Year
Registration as AMC with SEBI as on March 31, 2015. For application into the Overall AMC Category, applicants should apply under both the Categories i.e. Equity AMC and Debt AMC. The evaluation under both the categories would be tabulated together to arrive at the “Overall AMC" Award.
Registration as Broker with SEBI as on March 31, 2015 and having a Minimum Retail Cash Volume of Rs 10,000 crore in FY15 (April 01, 2014 to March 31, 2015)
Institutional Distributor engaged in Distribution of Financial Products, having ARN Number and Registration with IRDA, and having equal to or more than 5,000 customers
Independent Financial Distributor of the Year
Registration as Distributors/Agents with both i.e. AMFI and IRDA
Investment Adviser of the Year
Registration as Investment Adviser with SEBI under the SEBI (Investment Advisers) Regulations, 2013
