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Portfolio management audit

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Querist : Anonymous

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Querist : Anonymous (Querist)
01 April 2012 As an auditor, what are the main areas that need to be focused upon, while auditing a portfolio?
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C A S.S.Agarwal, M.Com.,LL.B,

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C A S.S.Agarwal, M.Com.,LL.B, (Expert)
10 April 2012 Approval of the investor
Agreement between the investor and the portfolio mangers
Audit of the account and deliver of the statement to the investor
Withdrawal power of the investor
correct rate of sales and purchases etc etc
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