The Hindu Business Line, Sep 19, 2016
Mumbai, Sept 19: Sanctum Wealth Management has launched Portfolio Management Service to offer unique solutions for clients planning long-term investment goals.
“The PMS not only broadens and deepen our offering, but also leverage tactical opportunities for our clients whilst maintaining the discipline of a long-term portfolio management approach, in a systematic and structured way,” said Shiv Gupta, CEO, Sanctum Wealth Management.
Created through the transfer of RBS’ India private banking business, Sanctum Wealth Management offers a range of bespoke products and services to high networth and ultra high networth investors.
“We expect to build a significant book for the new offering and create a foundation for effective relationship between the client and portfolio manager,” he added.
The PMS offering will be headed by Prateek Pant, Head – Products and Solutions, Sanctum Wealth Management.
“Our flagship equity discretionary offering would be a concentrated high quality portfolio of 10-12 stocks while Smart Solutions strategy would be an equity portfolio driven by techno-fundamental ideation suitable for aggressive and absolute return-oriented clients,” Pant said.
Registered Office: COWRKS, Level 3, Birla Centurion, Century Mill Compound, Pandurang Budhkar Marg, Worli, Mumbai - 400030 Contact number: +91 22 6288 6100 | CIN: U74140MH2015PTC264932
Registered Office:
COWRKS, Level 3,
Birla Centurion, Century Mill Compound,
Pandurang Budhkar Marg, Worli, Mumbai - 400030
Contact number: +91 22 6288 6100
| CIN: U74999MH2017PTC302008 |
Real Estate Regulatory Authority License no. (A51900011805)
For any grievance or disputes please contact us at the above address and phone number or send us an email to grievance@sanctumwealth.com. In case you are not satisfied with the response, you may contact the stock exchanges directly: (NSE) Tel: +91 22 2659 8190 / 1800 2200 58 (Toll free) or Email: atignse@nse.co.in; (BSE) Tel: +91 22 2272 809 or Email: is@bseindia.com.
Filing complaints on SCORES – Easy & Quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES I. Name, PAN, Address, Mobile Number, E-mail ID c. Benefits: I. Effective communication II. Speedy redressal of the grievances
Trading and investments in Securities are subject to market risk, there is no assurance or guarantee of returns. Please read the PMS Disclosure Document, Risk Disclosure Document and Do's & Don'ts prescribed by the Exchanges and Mutual Fund Offer Documents carefully before investing
Attention Investors : No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No need to worry about the refund either, as the money remains in the investor’s account. Prevent Unauthorized Transactions in your demat and broking account −> Update your mobile numbers/email IDs with your stock brokers and depository participants. Receive information of your transactions directly from Exchange & NSDL on your mobile/email at the end of the day..... Issued in the interest of Investors. (Ref Circular No : NSE/INSP/27346, BSE/ 20140822-30, NSDL 2014/94/97 & 2015 / 104). KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.