on day to day basis
single transaction but
life long journey
largely driven by human
behavior then by
knowledge
Our Commitment
Our commitment means that we work smarter, harder and better than you ever thought any consultant would
Our Expertise
We have single minded focus for client’s money safety, income, liquidity & growth
Our Service
Client Peace of minds and enjoying process of wealth creation is our passion
WE RESPOND FAIRLY TO CLIENTS COMPLAINTS
Number Of Client’s Complaints
At the beginning of the month |
Received during the month |
Resolved during the month |
Pending at the end of the month |
Reasons for Pendency |
|---|---|---|---|---|
Nil |
Nil |
NA |
Nil |
NA |
Disclosure of annual compliance audit reports as per
BASL Circular No.20230504-1 dated May 04, 2023
Sr. no |
Financial Year |
Compliance Audit Status |
Remarks, If any |
|---|---|---|---|
1 |
FY 2020-21 |
Conducted |
|
2 |
FY 2021-22 |
Conducted |
|
3 |
FY 2022-23 |
Conducted |
|
4 |
FY 2023-24 |
Under process |
Disclaimer:
- Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of intermediary or provide any assurance of returns to investors.
- Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
- The securities quoted are for illustration only and are not recommendatory.
Why Adviser?
- We have expertise, experience and insights to manage the wealth of HNI clients.
- Clients get well informed advice based on sound knowledge and expertise of last mile investing.
- Unbiased, conflict free & fee only advice having client interest above all things.
- We ensure investments purely based on capacity to risk, willingness to take risk, objective of investment and time horizon of investments.
- We ensure discipline in client money matters Expenses = Income-Investment.
- We care for senior people who need valuable advice for retired corpus.
- We protect you from your extreme emotions of greed and fear.
- We hand hold inventors through good and bad times in the market as investments for investors largely driven by behavioral traits and gut feelings.
We consider overall investment of clients & apply following considerations for review:
Our Thinking
Some Investment works sometimes but nothing works all the time
Protect You From
Your Self
Investment sahi he per Advisor Zaruri hai
Two Investment Rules
1. Never Loose Money
2. Never Forget Rule No.1
-Warren Buffet
Explore Our Services
For over 15 years we have been generating good results for investors.
Ready To Talk?
We work with ambitious leaders who want to define the future, not hide from it. Together, we achieve extraordinary outcomes.
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Client Case Studies
See how we bring the new to life with our clients in every industry, in every country, each and every day.
Client's Speak
For over 15 years we have been generating good results for investors.
Sanjay Kulkarni
CA Rahul Mahashabde
Vishal Sanghani
Devendra Pardeshi
Our Latest Thinking
We would love to share a similar experience and how I learned some valuable lessons during a downturn.
Ready to Contact With Our Growth Experts?
Request a free 30 minute consultation to see if we are the right partner for your business.
Phone- +91 70205 91207, +91 93730 04167
Email – ria@gorakhkadam.com, gorakhkadam@gmail.com
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