Insights

Money Managers: Portfolio Managers Who Have Weathered The Storm

Money Managers: Portfolio Managers Who Have Weathered The Storms.

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GIPS Standards

In a first, Indian AMC adopts CFA Institute’s Global investment Performance Standards

CFA Institute, the global association of investment professionals that sets the standard for professional excellence, has added …...

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Seeking Alpha

Getting Over the Finish Line- Inflating Profits To Meet Targets

Often is the case that managements set profitability targets or provide guidance on the future profitability to …...

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Buying a stock? Dont ignore the quality of the company management

Recently, multiple cases of fraud have come to light where shareholders have suffered near permanent loss of …...

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How to build a portfolio that beats inflation

Does the prospect of inflation affecting your purchasing power worry you? A few investment options like real …...

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Four building blocks that can help you win at a game of investments

Investing, particularly investing well, is not the easiest game in the world. It requires a multitude of …...

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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 …...

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India Equity Market Valuations: The Need To Exercise Prudence

While the long expected earnings recovery has continued to push its realization date further out, equity markets …...

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Equity Market Valuations: We Haven’t Been Here Before

As the equity bull market has entered its ninth year, market participants have voiced concerns over elevated …...

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Current complaints

Data for the month ending- July, 2022

Complaints status
Sr. No. Received from Pending at the end of last month Received Resolved* Total Pending # Pending complaints >3months 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
^ 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.

Trend of Monthly Disposal of Complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April 2022 0 0 0 0
2 May 2022 0 0 0 0
3 June 2022 0 0 0 0
4 July 2022 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.

Trend of Annual Disposal of Complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2019-20 0 0 0 0
2 2020-21 0 0 0 0
3 2021-22 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 year.