Insights

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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High Quality Stocks In Indian Markets

In our previous articles, High Quality Stocks in Developed Markets and High Quality Stocks in Emerging Markets, …...

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Understanding Economic Moats and Ways to Identify Them

No document on Economic Moats is complete without mentioning Warren Buffett. He coined the term to describe …...

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Defining Quality: Counting When It Cannot Be Counted

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. …...

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Investment Insights: A Guide To Your Investment Options

When deciding on building a balanced portfolio, an investor is often faced with the eternal debate: Whether …...

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Economies of Scale: An Analytical Framework for Assessment of A Firm’s Competitive Advantage

“The moat in a business like our auto insurance business at GEICO is low cost. I mean …...

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Sustainable Competitive Advantages: Consumer Prefrence

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. …...

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Current complaints

Data for the month ending - Mar, 2024

Complaints status
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
^ 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 2023 0 0 0 0
2 May 2023 0 0 0 0
3 June 2023 0 0 0 0
4 July 2023 0 0 0 0
5 August 2023 0 0 0 0
6 September 2023 0 0 0 0
7 October 2023 0 0 0 0
8 November 2023 0 0 0 0
9 December 2023 0 0 0 0
10 January 2024 0 0 0 0
10 February 2024 0 0 0 0
11 March 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.

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
4 2022-23 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.