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   Compliance on Social Media Management for MFDs
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   Inspired by SEBI Circular HO/(79)2026-MIRSD-PODMMC
   Effective 1st May 2026
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The Only Course That Turns SEBI's New Social Media Rule into a Step-by-Step Habit — Not a Compliance Headache.

On 26 February 2026, SEBI changed how every Mutual Fund Distributor must show up on social media. From 1st May 2026, your firm name and registration number must appear on every profile, every post, every
reel, every WhatsApp broadcast — including private groups. This course is your complete, plain-language toolkit to get there.

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COURSE DESCRIPTION
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Inspired by SEBI Circular HO/(79)2026-MIRSD-PODMMC, this course is built specifically for AMFI-registered Mutual Fund Distributors, SIF Distributors, APMI-registered PMS Distributors, AIF Distributors, Authorised Persons of stock brokers, and any other regulated intermediary in India who uses social media for business.

The new SEBI rule sounds simple — show your registration on your profile and every post — but in practice it raises dozens of awkward questions. How do you fit your firm name plus 30 AMC empanelments into a 150-character Instagram bio? What goes at the top of a WhatsApp broadcast? Which of the six possible disclaimers belongs at the end of a PMS reel? What exactly do you fill in the AMFI portal's social media tab? This course answers every one of those questions in plain language, with ready-to-copy templates.

You will work through a structured library of guides covering all nine major social media platforms (YouTube, Instagram, Facebook, WhatsApp, LinkedIn, X, Telegram, plus Threads/Reddit/Quora and podcasts), all seven content formats (video, flyer, infographic, PDF carousel, newsletter, content post, blog), and the six mandatory disclaimer types. You will build your own weblink file — the single document that solves the bio character-limit problem for every platform forever — upload it to Google Drive, and place that one link in every bio.

By the end, you will have a complete personal compliance system: a finalised weblink file, updated bios across every platform, saved disclaimer templates, an AMFI portal entry that matches your handles, and a quarterly review schedule. Compliance stops being a worry and becomes a habit.

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WHAT YOU WILL LEARN
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►  Understand the new SEBI social media rule in plain language —    what it means, why it was issued, and what counts as "social media"

►  Build a single weblink file (PDF) that holds every AMC, SIF, PMS, AIF, and Broker empanelment — the foundation of your compliance

►  Set up compliant bios for every platform — YouTube, Instagram, Facebook, WhatsApp, LinkedIn, X (Twitter), Telegram, Threads, Reddit, Quora, podcasts, and your own website

►  Master all six disclaimer types — Mutual Fund · SIF · Securities · PMS · Universal · General — including which one belongs where

►  Format every type of content correctly — video opening overlays, flyer disclaimer strips, carousel last-slide rules, newsletter footers, blog disclosure paragraphs

►  Update the AMFI portal correctly — full step-by-step walkthrough from login to submission, with screenshots of each screen

►  Run a 7-step action plan and a 10-question pre-publish checklist before clicking "Post" on anything

►  Set up a quarterly review system so your compliance never goes stale when registrations are renewed or AMCs change

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WHO THIS COURSE IS FOR
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►  AMFI-registered Mutual Fund Distributors (MFDs)

►  AMFI-registered SIF Distributors

►  APMI-registered PMS Distributors

►  Authorised Persons (APs) of SEBI-registered stock brokers

►  AIF Distributors

►  Compliance officers and back-office staff at MFD firms

►  Anyone managing the social media of a registered intermediary — including agencies, in-house teams, and family members handling private WhatsApp broadcasts

►  New entrants planning to enter the distribution business in FY 2026-27 onwards

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WHAT MAKES THIS COURSE DIFFERENT
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►  PLAIN LANGUAGE — No regulatory jargon. Written for working MFDs, not for lawyers or compliance auditors.

►  READY-TO-COPY TEMPLATES — Every bio, every post opening, every disclaimer is in a format you can paste directly into your phone.

►  EVERY COMBINATION COVERED — MFD-only, MFD+SIF, MFD+AP, MFD+PMS, MFD+AIF, and full-stack registrations all addressed.

►  ACTUAL AMFI PORTAL WALKTHROUGH — Real screenshots of every screen you will see when updating your social media handles.

►  WEBLINK FILE METHODOLOGY — A practical solution to the bio character-limit problem that actually works for firms with 30+ AMC empanelments.

►  MOBILE-FIRST — All learning content is delivered in compact A5 format, perfect for reading on a phone between client meetings.

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THE INSTRUCTOR
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Chidrup Jain  |  Director, The Excelist Learning Solutions Pvt. Ltd.
CFP · CTEP® · NISM CPE Trainer · SEBI SMART Trainer

Chidrup runs The Excelist as a compliance documentation specialist serving AMFI-registered distributors, PMS firms, and AIF channels across India. He has prepared full audit-ready compliance packs for
firms in Rajasthan, Gujarat, Punjab, Maharashtra, Telangana, and Chhattisgarh — covering everything from website GAP audits and office display boards to risk profiling suites and DDQ packs.

He brings the same hands-on, audit-ready discipline to this course.

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START TODAY — BE READY BEFORE 1ST MAY 2026
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The Excelist Learning Solutions Pvt. Ltd.

Educate  ·  Elevate  ·  Excel
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