Adviser Profile

As of Date 03/31/2024
Registration status Terminated
Contact Info +91 xxxxxxx
AUM* 826,478 -1%
of that, discretionary 826,478 -1%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 118,068 -1%
% High Net Worth 87.50% -13%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- Performance-based fees

Reported AUM

826K 708K 590K 472K 354K 236K 118K
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary