MARKING THE HEADLINES

Estate planning: How to navigate the emotional journey of passing on your assets

Mumbai, Mar 4, 2024

It is often the anticipation of having to deal with emotional discomfort that discourages many families from devising an estate plan. It is important to recognise these emotions and deal with them constructively instead of leaving them unattended. SNEHA MAKHIJA, Head of Wealth Planning, Products & Solutions, Sanctum Wealth It is very common for individuals…

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It may take RBI few more months to start cutting rate: Roopali Prabhu of Sanctum Wealth

mumbai, Feb 13, 2024

Roopali Prabhu, CIO and Head of Products and Solutions at Sanctum Wealth, said that it may take a few more months for the RBI to start cutting the rate. She also expects global cues to be a factor in the timing of the rate cut. In an interview with MintGenie, Prabhu stated that PSU banks…

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ETMarkets Budget Talk: Planning to invest Rs 10 lakh? Invest in largecaps over next 2-3 months: Alekh Yadav

, Jan 23, 2024

“We think investors looking to invest in large caps could deploy it gradually over the next 2-3 months but those looking to invest in mid and smallcap could wait for better entry points,” says Alekh Yadav, Head of Investment Products, Sanctum Wealth. Markets are trading near record highs as we approach the Interim Budget 2024…

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ETMarkets Fund Manager Talk: In the run-up to elections, this fund manager shares a few investment strategies

Mumbai, Jan 18, 2024

While equities are steadily moving up and hitting new records, volatility could set in closer to the general elections. In such a scenario, Sanctum Wealth is recommending clients to shift exposure to largecaps and invest in sectors that are in a structural uptrend. “Our in-house recommendation to clients is to move towards large-cap universe as…

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Sanctum Wealth Private Limited

AMFI-registered Mutual Fund Distributor (ARN 105768) Validity: 08/10/2024 to 07/10/2027)
Registered StockBroker with SEBI (SEBI Regd. INZ000011338) Member of NSE for Capital Markets and F&O segments and BSE Cash Segment
Registered Depository Participant with SEBI (NSDL DP-ID IN303956)
Registered Portfolio Manager with SEBI (SEBI Regd. INP000005067)
Registered Research Analyst with SEBI (SEBI Regd. INH000003051)

Registered Office: 1401,Tower 2, 14th floor, One International Center, Senapati Bapat Marg, Elphinstone Road, Mumbai 400013 Contact number: +91 22 61779500 | CIN: U74140MH2015PTC264932

Investor Complaint Handling
For any grievance or dispute please contact us at the above address and phone number or send us an email to. grievance@sanctumwealth.com.
In case of escalation, please reach out to the Compliance Officer at Email: compliance@sanctumwealth.com; Contact: +91 22 61779562 or the CEO at Email: ceo@sanctumwealth.com; Contact: +91 22 61779561

Portfolio Management Services and Research Services: : In case of any grievance / complaint, please contact the Compliance Officer or the CEO.

Broking and Demat: Complaint Filing Process

In case you are not satisfied with the response, you may contact the stock exchanges or depository directly: (NSE) Tel: +91 22 26598190 / 1800 2200 58 (Toll free) or Email: atignse@nse.co.in; (BSE) Tel: +91 22 22728517 or Email: is@bseindia.com; (NSDL) Tel.: +91 22 24994200 /
Toll free (Investor Helpline): 1800 1020 990 / 1800 224 430 or Email: relations@nsdl.co.in or Click here to submit Complaint / Query online.

If you are not satisfied with the response, you can further lodge your grievances with SEBI at SCORES or you may also write to any of the offices of SEBI. For any queries, feedback or assistance, please contact SEBI Office on Toll Free Helpline at 1800 22 7575 / 1800 266 7575

SCORES Website link : https://investor.sebi.gov.in | Saa₹thi 2.0 Mobile App: https://www.sanctumwealth.com/saarthi-app-digital

After exhausting the available options for resolution of dispute, if you are still not satisfied with the outcome, you may avail online conciliation and / or online arbitration through Online Dispute Resolution portal (SMART ODR portal) https://smartodr.in/login. SEBI Master Circular for Online Resolution of Disputes (for reference) : Download

Key Managerial Personnel
Shiv Gupta CEO & Designated Director | Email: ceo@sanctumwealth.com | Contact: +91 22 61779561
Nitin Nath Designated Director | Email: nitin.nath@sanctumwealth.com | Contact: +91 22 61779576
Rishabh Kumar Compliance Officer | Email: compliance@sanctumwealth.com | Contact: +91 22 61779562
Tanmay Kejriwal COO | Email: tanmay.kejriwal@sanctumwealth.com | Contact: +91 22 61779575

Investor Awareness

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.

e-Voting: To participate in the process of e-Voting, please click on the following links: https://evoting.nsdl.com or https://www.evotingindia.co or https://eservices.nsdl.com

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.

Sanctum Wealth Advisors Private Limited

Registered Office: 1401,Tower 2, 14th floor, One International Center, Senapati Bapat Marg, Elphinstone Road, Mumbai 400013 Contact number: +91 22 61779500 | CIN: U74999MH2017PTC302008 |
Real Estate Regulatory Authority License no. (A51900011805)

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