Mumbai, Jul 24, 2025
While many first-gen entrepreneurs are now more intentional and strategic about succession, the movement from informal conversations to formal planning is still a gradual and ongoing process By Sneha Makhija, Head of Wealth Planning, Products & Solutions, Sanctum Wealth Many founders avoid sharing the Will with their families, fearing disputes due to which inheritors are…
Read MoreMumbai, May 26, 2025
Shiv Gupta, Founder & CEO, Sanctum Wealth, is optimistic about the long-term uptrend in domestic equities but cautions investors about short-term risks. In conversation with ET Wealth’s Sameer Bhardwaj, he explains how unpredictable global factors could pose risks to investors in the near term. The Nifty 50 index has recovered by more than 12% since…
Read MoreMumbai, May 15, 2025
The rebound in Indian equities, which includes some opportunistic buying, has been driven by strong investor confidence in India’s economic fundamentals and long-term growth story and its relative insulation from global tariff disruptions, says Shiv Gupta Founder & CEO, Sanctum Wealth. Edited excerpts: Q Indian equities have rebounded sharply since April. What are the factors…
Read MoreMumbai, May 12, 2025
WISE MIX. In a dynamic marketplace, allocation must be forward-looking, diversifying across asset classes and geographies. In a global landscape marked by trade wars, AI-driven disruptions, and a changing world political order, investors are navigating a period of profound economic, technological, and geopolitical transformation. Portfolio allocation, once driven by static models and broad rules-of-thumb, must…
Read MoreRegistered Office: 1401,Tower 2, 14th floor, One International Center, Senapati Bapat Marg, Elphinstone Road, Mumbai 400013 Contact number: +91 22 61779500 | CIN: U74140MH2015PTC264932
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Dear Investor,
As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html
We believe that an educated investor is a protected investor !!!
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.
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