How do CA firms track SEBI/AMFI circulars and deadlines?

Curious how practitioners here keep track of SEBI/AMFI circulars for regulated clients such as RIAs, PMSs and AIFs.
When a long circular is issued, the difficult first step is often deciding which clients it applies to, whether there is a deadline, and what action is required.
What process works in your firm: newsletters, spreadsheets, internal checklists, or something else? Have you found any practical way to reduce missed deadlines while still verifying everything against the original circular?
Would appreciate practical experiences and suggestions. No client-specific details needed.

Replies (1)

To reliably handle SEBI and AMFI compliance, implement a daily primary-source intake process, filter circulars using a standardized applicability matrix, track client-mapped deadlines in a centralized tracker with internal buffer dates, and ensure final workflows are cross-verified against official circular texts.

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