How to choose a portfolio manager or investment advisor for a family office
The basic tenet of any family office is to preserve capital and manage it so it provides …...
The basic tenet of any family office is to preserve capital and manage it so it provides …...
Ultra High Net worth Individuals (UNHIs) and High Net worth Individuals (HNIs) know that successful investing entails …...
This article was originally published on ValueWalk “The less prudence with which others conduct their affairs, the greater …...
“The key to investing is not assessing how much an industry is going to affect society, or …...
While the long expected earnings recovery has continued to push its realization date further out, equity markets …...
As the equity bull market has entered its ninth year, market participants have voiced concerns over elevated …...
There are gurus and there are finance gurus. Most people approach the markets like a maze or a puzzle expecting to be …...
In our previous articles, High Quality Stocks in Developed Markets and High Quality Stocks in Emerging Markets, …...
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
Receive monthly updates by signing up to our newsletter.
Sr. No. |
Received from |
Pending at the end of last month |
Received |
Resolved* |
Total Pending # |
Pending complaints > 3 months |
Average Resolution time^ (in days) |
1 |
Directly from Investors |
0 |
0 |
0 |
0 |
0 |
0 |
2 |
SEBI (SCORES) |
0 |
0 |
0 |
0 |
0 |
0 |
3 |
Other Sources (if any) |
0 |
0 |
0 |
0 |
0 |
0 |
|
Grand Total |
0 |
0 |
0 |
0 |
0 |
0 |
* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Sr. No. |
Month |
Carried forward from previous month |
Received |
Resolved* |
Pending# |
1 |
April, 2024 |
0 |
0 |
0 |
0 |
2 |
May, 2024 |
0 |
0 |
0 |
0 |
3 |
June, 2024 |
0 |
0 |
0 |
0 |
4 |
July, 2024 |
0 |
0 |
0 |
0 |
5 |
August, 2024 |
0 |
0 |
0 |
0 |
6 |
September, 2024 |
0 |
0 |
0 |
0 |
7 |
October, 2024 |
0 |
0 |
0 |
0 |
8 |
November, 2024 |
0 |
0 |
0 |
0 |
9 |
December, 2024 |
0 |
0 |
0 |
0 |
|
Grand Total |
0 |
0 |
0 |
0 |
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.
SN |
Year |
Carried forward from previous year |
Received |
Resolved* |
Pending# |
1 |
2020-21 |
0 |
0 |
0 |
0 |
2 |
2021-22 |
0 |
0 |
0 |
0 |
3 |
2022-23 |
0 |
0 |
0 |
0 |
4 |
2023-24 |
0 |
0 |
0 |
0 |
|
Grand Total |
0 |
0 |
0 |
0 |
*Inclusive of complaints of previous years resolved in the current year. #Inclusive of complaints pending as on the last day of the year.