Advisory Service Products

Portfolio Advisory Services

PAS Logo Registered with SEBI (Registration No. INA000001142) as an investment advisor, PAS is a customised advisory service based on investors risk profile and investment philosophy.It helps investor to build a tailor-made portfolio along with the 24 X 7 ongoing research that, monitors your equity portfolio for growth opportunities.

Super Equity Portfolio

Super 60 logo

Best Equity Portfolio for Long Term Super Equity Portfolio is a unique portfolio of stocks that is best suited to your profile and helps you achieve your goal of wealth creation! Portfolio under this product comprises of companies with strong cash generating ability, healthy return ratios, coupled with good corporate governance practice.

Investor Charter and Complaint information

A. Vision and Mission Statements for investors
  • Vision Invest with knowledge & safety.
  • Mission Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
B. Details of business transacted by the Investment Adviser with respect to the investors
  • To enter into an agreement with the client providing all details including fee details, aspect of Conflict of interest disclosure and maintaining confidentiality of information.
  • To do a proper and unbiased risk – profiling and suitability assessment of the client.
  • To obtain registration with Know Your Client Registration Agency (KRA) and Central Know Your Customer Registry (CKYC).
  • To conduct audit annually.
  • To disclose the status of complaints in its website.
  • To disclose the name, proprietor name, type of registration, registration number, validity, complete address with telephone numbers and associated SEBI regional/local Office details in its website.
  • To employ only qualified and certified employees.
  • To deal with clients only from official number
  • To maintain records of interactions, with all clients including prospective clients (prior to onboarding), where any conversation related to advice has taken place.
C. Details of services provided to investors (No Indicative Timelines)
  • Onboarding of Clients
    • Sharing of agreement copy
    • Completing KYC of clients
  • Disclosure to Clients
    • To provide full disclosure about its business, affiliations, compensation in the agreement.
    • To not access client's accounts or holdings for offering advice. o To disclose the risk profile to the client.
  • To provide investment advice to the client based on the risk-profiling of the clients and suitability of the client.
D. Details of grievance redressal mechanism and how to access it
  1. In case of any grievance / complaint, an investor should approach the concerned Investment Adviser and shall ensure that the grievance is resolved within 30 days.
  2. If the investor's complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI's 'SCORES' portal which is a centralized web based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
  3. With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.
E. Expectations from the investors (Responsibilities of investors)
  • Do's
    1. Always deal with SEBI registered Investment Advisers.
    2. Ensure that the Investment Adviser has a valid registration certificate.
    3. Check for SEBI registration number. Please refer to the list of all SEBI registered Investment Advisers which is available on SEBI website in the following link: Id=13)
    4. Pay only advisory fees to your Investment Adviser. Make payments of advisory fees through banking channels only and maintain duly signed receipts mentioning the details of your payments.
    5. Always ask for your risk profiling before accepting investment advice. Insist that Investment Adviser provides advisory strictly on the basis of your risk profiling and take into account available investment alternatives.
    6. Ask all relevant questions and clear your doubts with your Investment Adviser before acting on advice.
    7. Assess the risk–return profile of the investment as well as the liquidity and safety aspects before making investments.
    8. Insist on getting the terms and conditions in writing duly signed and stamped. Read these terms and conditions carefully particularly regarding advisory fees, advisory plans, category of recommendations etc. before dealing with any Investment Adviser.
    9. Be vigilant in your transactions.
    10. Approach the appropriate authorities for redressal of your doubts / grievances.
    11. Inform SEBI about Investment Advisers offering assured or guaranteed returns.
  • Don'ts
    1. Don't fall for stock tips offered under the pretext of investment advice.
    2. Do not provide funds for investment to the Investment Adviser.
    3. Don't fall for the promise of indicative or exorbitant or assured returns by the Investment Advisers. Don't let greed overcome rational investment decisions.
    4. Don't fall prey to luring advertisements or market rumors.
    5. Avoid doing transactions only on the basis of phone calls or messages from any Investment adviser or its representatives.
    6. Don't take decisions just because of repeated messages and calls by Investment Advisers.
    7. Do not fall prey to limited period discount or other incentive, gifts, etc. offered by Investment advisers.
    8. Don't rush into making investments that do not match your risk taking appetite and investment goals.
    9. Do not share login credential and password of your trading and demat accounts with the Investment Adviser.

Data for the month ending - Aug-23
Sr. No. Received from Pending at the
end of last month
Received Resolved * Total Pending # Pending complaints
> 3months
Average Resolution
time^ (in days)
1 Directly from Investors 0 0 0 0 0 0
2 SEBI (SCORES ) 0 0 0 0 0 0
3 Other Sources (if any) 0 0 0 0 0 0
  Grand Total 0 0 0 0 0 0
Trend of monthly disposal of complaints
Sr. No. Month Carried forward
from previous month
Received Resolved* Pending#
1 Apr-23 0 0 0 0
2 May-23 0 0 0 0
3 Jun-23 0 0 0 0
4 Jul-23 0 0 0 0
5 Aug-23 0 0 0 0
Trend of annual disposal of complaints
SN Year Carried forward
from previous year
Received Resolved* Pending#
1 2019-20 1 0 1 0
2 2020-21 0 0 0 0
3 2021-22 0 2 2 0
4 2022-23 0 1 1 0
5 2023-24 0 0 0 0
  Grand Total 1 3 4 0

Annual Compliance Audit Report

Sr. no Financial Year Compliance Audit Status Remarks, If any
1 FY 2020-21 Conducted -
2 FY 2021-22 Conducted -
3 FY 2022-23 Conducted -

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