CapitalVia Global Research Limited - Investment Advisor

CIN: U72300MH2009PLC331791 | SEBI Registration No.: INA200001512; Type: Non-Individual, Validity - (Perpetual) | BASL Registration No.: BASL1285
Registered Address: ‍ 1st Floor 'Spring Board', Kagalwala House Plot No. 175, Behind Metro House CST Road, Kalina, Bandra Kurla Complex, Santacruz East Mumbai, Maharashtra, India - 400098

Please note that with effect from 1st April, 2023, CapitalVia Global Research Limited-Investment Adviser does not contact anyone from any number for the purpose of offering subscription to investment advisory services. Any such call claiming to do so shall be completely ignored. CapitalVia Global Research Limited’s SEBI (Investment Adviser) Registration bearing number INA200001512 has expired with effect from April 08, 2024. The content of this website is for record purposes only and should not be interpreted as solicitation or advertisement.

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Alpha Wealth

QuantIQ

Long Term

A product designed for mid term investors expecting to outperform the benchmark index by investing in large cap stocks. Clients will invest in a portfolio of 10-15 Stocks with monthly rebalancing.

What: Mid-term investment recommendations of 10-15 Stocks in Equity Cash based on Quantitative Analysis.

Whom: Mid-term Investors.

Ideal For: Investors who wish to invest in Large-cap stocks with monthly rebalancing.

Product Description: Designed to invest in a portfolio of 10-15 outperforming stocks that are rebalanced on a monthly basis.

Features:

‍Minimum Investment: INR 5,00,000

Recommendation Frequency - Once (10-15 stocks)

Delivery Medium: Email

Follow Up: Monthly rebalancing

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Since inception (Ju’19):
‍8.90%* ROI

INR 10,000 Quarterly

Risko Meter

Calculate Your Own Risk

IMPORTANT: Please note that CapitalVia Global Research Limited ("CapitalVia") on account of its internal policy decision will not provide any new services with effect from 1st April, 2023. However, we are committed to serve our existing clients (limited only to services activated prior to 1st April, 2023). Kindly do not make any payments in the bank accounts of CapitalVia post 31st March, 2023.

Note: * Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantees performance of the intermediary or provide any assurance of returns to investors.

In case of any complaints/queries/feedback/requests write to us at help@capitalvia.com or call us at +91 8085999333.
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Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI. With effect from 1st April, 2023, we do not contact you from any number for the purpose of offering subscription to investment advisory services. Any such call claiming to do so shall be completely ignored. We don't use any other number to contact. We accept payments only in our registered bank accounts.

SCORES Website:

https://scores.gov.in/scores/Welcome.html

SMART ODR Portal: https://smartodr.in/login

CapitalVia Global Research Limited (Investment Advisor) | Registered Office Address: 1st Floor Spring Board, Kagalwala House, Plot No. 175, Behind Metro House, CST Road, Kalina, Bandra Kurla Complex, Santacruz East, Mumbai-400098, Maharashtra, India | Corporate Office : 903, B-1, 9th Floor, NRK Business Park, Scheme No. 54, P.U.-4,Vijay Nagar Square, Indore-452010, Madhya Pradesh, India | CIN: U72300MH2009PLC331791 | SEBI Registration No.: INA200001512; Type: Non-Individual, Validity - (Perpetual) | BASL Registration No.: BASL1285 | GSTIN: 23AADCC5782H1ZO, 27AADCC5782H1ZG

Copyright© 2024 CapitalVia Global Research Limited - Investment Advisor. CapitalVia® is a registered trademark of CapitalVia Global Research Limited.

CapitalVia Global Research Limited (Investment Advisor) | Registered Office Address: 1st Floor Spring Board, Kagalwala House, Plot No. 175, Behind Metro House, CST Road, Kalina, Bandra Kurla Complex, Santacruz East, Mumbai-400098, Maharashtra, India | Corporate Office : 903, B-1, 9th Floor, NRK Business Park, Scheme No. 54, P.U.-4,Vijay Nagar Square, Indore-452010, Madhya Pradesh, India | CIN: U72300MH2009PLC331791 | SEBI Registration No.: INA200001512; Type: Non-Individual, Validity - (Perpetual) | BASL Registration No.: BASL1285 | GSTIN: 23AADCC5782H1ZO, 27AADCC5782H1ZG

Copyright© 2023 CapitalVia Global Research Limited - Investment Advisor. CapitalVia® is a registered trademark of CapitalVia Global Research Limited.

Complaint Board
Data for the month ending: March 2024

*Inclusive of complaints of previous years resolved in the current month/year.
#Inclusive of complaints pending as on last day of the year.
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Data is updated on or before 7th of every month.
**ATR submission date has been considered as the date of resolution of the complaint by IA-CapitalVia.

Complaint Board
Data for the month ending: March 2024

*Inclusive of complaints of previous years resolved in the current month/year.
#Inclusive of complaints pending as on last day of the year.
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Data is updated on or before 7th of every month.
**ATR submission date has been considered as the date of resolution of the complaint by IA-CapitalVia.