Steps to upload Monthly Reports on APMI Portal

To: All SEBI Registered Portfolio Managers 

From: APMI Principal Officer 

Subject: Steps to upload Monthly Reports on APMI Portal.

Please execute the following 3 steps after login into the APMI portal with your login credentials.

1st Step: Create ‘Investment Approach Masters:

1. Click on ‘Menu’ option.
2. Select ‘Masters’.
3. Select ‘Investment Approach Details’.
4. Click on ‘Add’.
5. Complete various details and click on ‘Save’.

Follow the above steps to create the Investment Masters for all your Strategies.

2^nd Step: For uploading the Monthly Performance Report:

1. Click on ‘Menu option’.
2. Select ‘Utilities’.
3. Select ‘Investment Approach Monthly Performance Report Upload’.
4. Select Month and Year.
5. Select Service Type.
6. Tick mark on the box provided.
7. Click on ‘Custom File Format’ to download the report format.
8. Fill various details in custom file format.
9. Upload the Report.

3rd Step: For uploading the Monthly Turnover Report:

1. Click on ‘Menu option’.
2. Select ‘Utilities’.
3. Select ‘Investment Approach Monthly Turnover Report Upload’.
4. Follow steps (d) till (i) as provided in step 2 above.

Also, there are three videos provided in the ‘Videos’ menu option in respect to above mentioned steps which you may please refer to.

Please let us know for any further queries / clarifications.

Regards,

Association of Portfolio Managers in India 

B-121,10th Floor, WeWork-Enam Sambhav, 

G-Block, Bandra Kurla Complex, Mumbai- 400051