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Statutory Disclosure on Investor Complaint Status

We are a SEBI registered Investment Advisor with high standards of client care

Investor Charter - Annexure B

Not a single complaint has ever been filed by any investor since inception

Investments

Evaluate funds on rolling returns over long term

Momentum funds have become the flavour of the season with their outsized "extra" returns over the already high returns provided by the market over the last one year. Harsh's article in the Business Standard highlighting how they are not the absolute certainty they are made out to be. There is a need to take a conscious decision on the tradeoffs involved while evaluating investments in such factor funds.
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Personal Finance

Breaking the silence on death and money

Is it a good idea for a financial plan to consider the inheritance that is likely to be received maybe decades later? Would parents be comfortable discussing these issues with their children? In this article Harsh write about Rekha who was able to follow her passion for starting a non-conventional business because she figured her goal for a retirement home could be taken care of from the inheritance from her parents. She had mixed feelings about the decision as family situations and circumstances are dynamic and complex. Did she take the correct decision? Your views are most welcome...
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Press

Subjecting employees to excess stress is illegal

The death of young CA Anna Perayil spotlights the adverse impact of incessant work pressures thrust on employees by some employers. Whilst there are laws governing working hours, rest breaks and leaves ,very few employees are even aware of such laws, let alone seek redressal under them. Most employers recognise that a healthy work life balance is great for employee productivity and create a suitable culture around it. But that’s not true for all organisations. A reiteration of the existing laws, providing easier grievance redressal and mandating a reporting structure for HR statistics would help employees gravitate away from such ...
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Working in Middle East for the last 20 years

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