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Order in the matter of inspection of First Global Finance Private Limited (Portfolio Manager)

SEBI closed 2026
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What is this order about?

SEBI examined First Global Finance Private Limited (FGF), a registered Portfolio Manager, for allegedly outsourcing core portfolio management activities to Algo One AI Private Limited and making misleading marketing claims about performance.

Who it concerns

First Global Finance Private Limited, Ms. Devina Mehra, Mr. Neeraj Khanna

What was found or directed

  • SEBI found FGF outsourced core portfolio management to Algo One in violation of PMS Regulations
  • SEBI found FGF made misleading performance claims in marketing materials
  • SEBI ordered FGF to cease outsourcing core investment activities
  • SEBI ordered FGF to remove misleading advertisements
  • SEBI ordered FGF to restrict accepting new business or additional contributions from existing clients
  • SEBI ordered a forensic audit covering April 1, 2021 to December 31, 2023
Source bodySecurities & Exchange Board of India (SEBI) — enforcement orders
Reference number
Statusclosed (section: order)
Year2026
Closing date
Documents1

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Documents

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Order 2026-05-26 1779810509185.pdf
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