We use the full spectrum of financial instruments, in conjunction with our house views and your suitability, to design bespoke solutions for you.
Our equity strategies and recommendations are structured to deliver long-term, sustainable growth in client portfolios. We focus on companies with predictable growth profiles, strong competitive positioning, and top quality management, complemented with solid balance sheets, ROEs, and cash flows.
Our investment advisors monitor the global macro economic environment as well as domestic credit and monetary policy drivers to ensure client portfolios are positioned with the most optimal instruments to meet their return objectives for specified risk levels. We also monitor the fixed income markets for tactical trading opportunities to generate excess returns and for changing interest-rate, credit-curve, and duration factors.
We offer a careful selection of mutual funds, based on in-depth analyses that best represent the most appropriate route-to-market for specific strategic or tactical objectives. Our analyses include firm and fund-specific factors, including consistency and risk management. We also ensure rigorous periodic monitoring to revalidate our conviction in the constituents of our selection.
We are part of the alternative investment ecosystem and are constantly evaluating opportunities within this asset class across the full range of instruments including private equity and hedge-funds. We are extremely selective about our recommendations, which are based on a rigorous due diligence process that encompasses a number of technical evaluation criteria, combined with sound macroeconomic context-setting.
Our structured products team provides customised route-to-market approach for our in-house views, or hypotheses generated by you, through the judicious use of both principal-protected as well as non-principal-protected structures, across asset classes, to achieve the desired payoff profiles.
For client objectives ranging from opportunistic trading strategies to the creation of hedging based customised exposures and pay-off profiles, our derivatives desk can create tailored investment management recommendations using fundamental, quantitative, and technical tools.
EXECUTION & DEPOSITORY SERVICES
Our in-house execution and depository services seamlessly integrate investment processes end-to-end. Our execution services platform is aimed at transacting and reporting in an accurate, timely and error-free manner using the most modern technology and state-of-the-art processes.
Sanctum Wealth Private Limited
AMFI-registered Mutual Fund Distributor
Member of BSE & NSE for Capital Markets and F&O segments (SEBI Regd. INZ000011338)
Depository Participant of NSDL (DP-ID IN303956)
Registered Portfolio Manager with SEBI (SEBI Regd. INP000005067)
Registered Research Analyst with SEBI (SEBI Regd. INH000003051)
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
I. Effective communication
II. Speedy redressal of the grievances
For any grievance or disputes please contact us at the above address and phone number or send us an email to firstname.lastname@example.org. In case you are not satisfied with the response, you may contact the stock exchanges/Depository directly: (NSE) Tel: +91 22 2659 8190 / 1800 2200 58 (Toll free) or Email: email@example.com; (BSE) Tel: +91 22 2272 809 or Email: firstname.lastname@example.org; (NSDL) Tel.: (022) 2499 4200 / Toll free (Investor Helpline): 1800 1020 990 / 1800 224 430 or Email: email@example.com or Click here to submit Complaint / Query online.
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 Dos and 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.