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 |
Conducted |
|
5 |
FY 2024-25 |
Conducted |
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.
Grievance Redressal Escalation Matrix
Details of designation |
Contact Person Name |
Address where the Physical address location |
Contact No |
Email-Id |
Working hours when complainant can call |
|---|---|---|---|---|---|
Customer care |
Gorakh Kadam |
S 86 Destination Centre Nanded City, Pune |
9373004167 |
gorakhkadam@gmail.com |
9.00 am to 5.30 pm |
Head of customer care |
NA |
- |
- |
- |
- |
Compliance officer |
NA |
- |
- |
- |
- |
CEO |
NA |
- |
- |
- |
- |
Principal officer |
Gorakh Kadam |
S 86 Destination Centre Nanded City, Pune |
9373004167 |
gorakhkadam@gmail.com |
9.00 am to 5.30 pm |
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
I started creating wealth with high conviction ideas with equal focus on risk mitigation since engagement with Gorakh Kadam. He has deep understanding of macro and micro economic indicators. His patience and hand holding in tough times reward investors.
CA Rahul Mahashabde
I know Gorakh since last 20 years and have witnessed various bull and bear fights together. Keeping a steady head in tough situations is a tough ask, but Gorakh has proved his mettle and by far the best analyst I know.
Vishal Sanghani
Gorakh Kadam - The person I know since 1997 is a genuine personality with infinite knowledge about Equity. You can call him "Share Market ka Keeda". Genuine advises make him way ahead of other routine advisors. Professional, Excellence way apart, Calm & Cool personality & Genuineness at its peak defines him & his work. Bravo, Keep it up 👍🏼.
Devendra Pardeshi
What makes a truly professional financial adviser and planner. Gorakh had this and many more, his dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.
Our Latest Thinking
We would love to share a similar experience and how I learned some valuable lessons during a downturn.
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