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Overview

It is a customized consultancy services

Scope of Services Covered:
  • Investment Planning
  • Review and Restructuring of investments in tune with clients’ needs and risk profile
  • Asset Allocation
  • Monitoring of Investment

Disclosure

Disclosure with respect to Annual compliance audit requirements under Regulation 19(3) of Securities Exchange Board of India (Investment Advisers) Regulations, 2013 for last and current financial year as under:

Sr.No. Financial Year Status Remarks
1 2021-2022 Not Applicable -
2 2022-2023 Not Applicable -
3 2023-2024 Conducted within the Regulatory Timelines -

Standard Warning

“Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”

Standard Disclaimer

“Registration granted by SEBI, enlistment as IA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”

Model Funds

Legend

Large Cap oriented buy and hold quality stocks

Marvel

Midcap oriented buy and hold quality stocks

Elegant

  • Multi-cap Portfolio comprising of Core portfolio or quality stocks and Non-core portfolio based on different themes playing out.
  • Investment strategy: To generate Long term capital appreciation through a balanced exposure towards large cap companies and also taking advantage of short term trends that are expected to play out for return enhancement
  • Type of plan – Multi-Cap: Asset allocation pattern - 60% in large cap and rest in mid and small cap Benchmark - S&P BSE 500

AI Dynamic

Combination of Human Intelligence and Artificial Intelligence.

Grievance Redressal

In case of any grievance/complaint against the Concept Investwell Pvt Ltd

  • Please contact the Compliance Officer Mr. Parth Parekh
  • You may also approach the Managing Director Mr Hemantkumar Ishwarlal Desai
  • If not satisfied with the response of Concept Investwell Pvt. Ltd. you can lodge your grievances with SEBI at https://scores.sebi.gov.in or you may also write to any of the offices of SEBI. For any queries, feedback, or assistance, please contact the SEBI Office on the Toll Free Helpline at 1800 22 7575 / 1800 266 7575.
  • For the Master Circular issued by SEBI on the redressal of investor grievances through the SEBI Complaints Redress System (SCORES) platform, please Click Here
  • For Master Circular of Online Disputes Resolution, please Click Here
Concept Investwell Private Limited
Registered Office: 10/A, Union Heights, Maharana Pratap Road, Rahul Raj Mall Lane, Dumas Road,
Surat - 395007. Gujarat, INDIA
Phone No. : +91-261-2206000
Email ID : info@conceptinvestwell.com
SEBI Registration/Membership No.
Investment Advisory : INA 000018337
BSE IA Enlistment No : 2036