MARKING THE HEADLINES

Turning the page: 2023 review and portfolio positioning for 2024

Mumbai, Jan 10, 2024

As we begin 2024, we enter a period brimming with both opportunities and uncertainties. 2023 was a testament to the unpredictability of global markets, characterized by unexpected economic resilience in some regions and challenges in others. The year began under the shadow of slowing growth and recession concerns in major developed markets and, as it…

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Building a lasting legacy: Selecting the right tools for estate planning

New Delhi, Ahmedabad, Bangalore, Chennai, Hyderabad, Kolkata and Mumbai, Dec 22, 2023

SNEHA MAKHIJA, Head of Wealth Planning, Products & Solutions, Sanctum Wealth Estate planning is a multifaceted process that holds tremendous importance in preserving and effectively transferring your wealth. When creating an estate plan, it’s essential to consider various tools like wills and trusts. However, before diving into the specifics of these tools, it’s essential to…

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Estate Planning in the age of Artificial Intelligence

Mumbai, Nov 8, 2023

Integrating AI’s transformative potential into estate planning holds the promise of enhancing efficiency in serving clients, but the indispensability of qualified and experienced estate planners remains undiminished. SNEHA MAKHIJA, Head of Wealth Planning, Products & Solutions, Sanctum Wealth The global landscape appears to have been thoroughly transformed by the changes ushered in by the Intelligence…

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Nationality, residency, domicile: Why they matter for families with global assets

Mumbai, Nov 1, 2023

Legacy planning across borders is important if you live in one country but are a resident of another. For those of you who hold assets in foreign countries but pay their taxes in India, make sure that your estate planning has accounted for such assets. By Sneha Makhija is Head of Wealth Planning, Products &…

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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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