Disclosures

Portfolio Management Services (PMS)

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Fee calculation tool → 6 downloads 40.00 KB
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Investor Charter 10 downloads 40.00 KB
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Disclosure Document → 4189 downloads 208 KB

    Alternative Investment Funds (AIF)

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    Stewardship policy and Voting policy → 0 downloads 40.00 KB
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    Investor Charter → 0 downloads 40.00 KB
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    Regulatory Information about the AIF → 0 downloads 40.00 KB

      Registered Investment Advisor (RIA)

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      Other regulatory disclosure → 0 downloads 40.00 KB
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      Client level segregation compliance → 0 downloads 40.00 KB
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      Complaints data → 0 downloads 40.00 KB
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      Investor Charter → 5 downloads 40.00 KB
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      Disclosure Document → 0 downloads 40.00 KB

        Other Disclosures

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        Common Standard Operating Procedure (SOP) → 0 downloads 40.00 KB
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        Process for resolution of Investor Grievances → 0 downloads 40.00 KB

          Standard Warning: Investment in securities market are subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI, enlistment as IA with Exchange and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors

          Investment Advisory Audit: