DISCLOSURE DOCUMENT
INVESTOR CHARTER
FEE ILLUSTRATION
EquiPoise Capital Management Private Limited is a SEBI registered Portfolio Manager offering portfolio management services, advisory and research services. We are focused on investments in India listed public equities for offshore investors, offshore funds, domestic institutions, corporates, family offices, HNIs and individuals.
Our portfolio strategies:
- EquiPoise Emerging Stars: a portfolio of predominantly mid and small cap stocks
- EquiPoise New India Opportunities: a portfolio of predominantly large and mid cap stocks
- EquiPoise India Select: a portfolio of Select Mutual Funds
EquiPoise Capital Management Pvt. Ltd.
SEBI Portfolio Manager Reg. No.: INP000008756
CIN No.: U65990MH2019PTC326083
Investor complaints data for the month ending – October 2024
|
Sr. No |
Received from
|
Pending at the end of last month |
Received
|
Resolved*
|
Total Pending#
|
Pending complaints > 3 months |
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 |
^ 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.
Trend of monthly disposal of complaints
|
Sr. No |
Month |
Carried forward from previous month |
Received
|
Resolved*
|
Pending#
|
|
1 |
June 2024 |
0 |
0 |
0 |
0 |
|
2 |
July 2024 |
0 |
0 |
0 |
0 |
|
3 |
August 2024 |
0 |
0 |
0 |
0 |
|
4 |
September 2024 |
0 |
0 |
0 |
0 |
|
5 |
October 2024 |
0 |
0 |
0 |
0 |
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month
Trend of annual disposal of complaints
|
Sr. no |
Year |
Carried forward from previous year |
Received
|
Resolved**
|
Pending##
|
|
1 |
2023-24 |
NA |
NA |
NA |
NA |
|
2 |
|
|
|
|
|
** Inclusive of complaints of previous years resolved in the current year.
## Inclusive of complaints pending as on the last day of the year.