We are a boutique investment services company. We are in Capital Market since 1995. We have a long rich experience of about 29 years. In our earlier version, we had memberships of BSE, NSE, MCX, and DP-CDSL. Now we are focused on Fund Management and Investment Advisory.
We have a strong Board of Advisers. We have highly competent Fund Manager with 15+ years of experience. We have right kind of teams for Research, Administration, Compliance and Marketing. We have good office set up with the finest infrastructure.
We are registered with SEBI as a Portfolio Manager and Investment Adviser. We are AMFI registered distributor for Mutual Fund and other investment products. We are highly client oriented and provide value added service.
Years
of Experience
Concept Investwell offers Schemes from all major fund houses and the Latest MF News and Fund Manager views to the clients.
Concept Investwell offers PMS service by the Promoters having Rich and Varied Experience in Various Domains of portfolio management.
Non convertible debentures offered by Concept Investwell are fixed-income instruments, usually issued by high-rated companies.
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Portfolio Management | Investment Advisor | |
---|---|---|
Registration No. | INP 000006323 | INA 000018337 |
Validity | Perpetual | Perpetual |
Principal Officer | Mr. Hemantkumar Desai | Mr. Jenish Rana |
Contact no. | +91-261-2206001 | +91-261-2206007 |
hemant@conceptinvestwell.com | jenish@conceptinvestwell.com | |
Type of Registration | - | Non-Individual |
BSE IA Enlistment No. | - | 2036 |
Separate Identifiable division of IA | - | Investwell Advisory |
CIN of the IA | - | U67200GJ2017PTC100065 |
Corresponding SEBI regional/local office address | - | SEBI Bhavan, Western Regional Office, Panchvati 1st Lane, Gulbal Tekra Road,Ahmedabad - 380006, Gujarat |
Sr. No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending | Pending complaints >3 months | Average Resolution time^ |
---|---|---|---|---|---|---|---|
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.
For Complaint data of PMS – INP000006323, Click Here | For Complaint data of IA – INA000018337, Click Here.