Data for month ending JULY 31 2023
|Sr.No||Received from||Pending at the end
of last month
|Received||Resolved*||Total Pending #||Pending complaints >
time^ (in days)
|1||Directly from Investors||0||0||0||0||0||0|
|3||Other Sources (if any)||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#|
*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#|
*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.
Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under
|Sr.No||Financial Year||Compliance Audit Status||Remarks, If any|
|1||FY 2020-21||Conducted||No adverse remarks from auditor|
|2||FY 2020-22||Conducted||No adverse remarks from auditor|
|3||FY 2020-23||Conducted||No adverse remarks from auditor|
Sole purpose of AVEKSATEQUITY is to assist and advise all types of serious investors (big or small), High Net worth individuals, Non Resident Indians, Wealth Management Firms and Family Offices in creating and protecting their wealth through direct investments in the Indian Public Equities Market.
We would love to call it a ‘Trust Circle’……. read more….
- You Retain Full Control On Your Money
- Complete Guidance Through Entire Investment Cycle
- Periodic Actionable Advice
- Web / Email / SMS Based Support
Investing for past 27 years as private investor and advised many friends and relatives initially as hobby but consistently generated handsome returns. After 20 years of investing & after leaving full time senior corporate responsibility gathered enough courage with encouragement from many well-wishers, to start retail advisory with sole aim to protect and grow client wealth with our own investment philosophy & investment.
My journey began as a professional fee based advisory when I received SEBI Registered Investment Adviser License in 2016. We started the advisory under Aveksat Equity. Since beginning we also started rigorously auditing our performance.
Since inception of Aveksat Equity, have generated about 30% CAGR over last 7 years (July 2016 – March 2023) over higher and higher client base. All audit reports are available on the Audited Past Performance section of our website and done by reputed auditor.
I come to business channels time to time and write occasional blogs. Once was an active contributor to one of the most reputed and completely free investment forum named Valuepickr before starting own service. Now also, I write infrequently. read more….
*** Disclosure: Portfolio Advisory Service performance varies across client category, Asset Under Advice and client risk profile. So, Portfolio Advisory return varies across individual portfolios and not exactly comparable with Equity Advisory Performance.