Passive Income. Active Advice.

Age is just a number

I cater to Customers in all age groups and believe that every individual can benefit from investing. The earlier one starts, the better…

  • 20-30 years

    6%
  • 30-40 years

    63%
  • 40-50 years

    13%
  • 50-60 years

    13%
  • Above 60 years

    6%

Let your money work for you

My customers include Businessmen, Professionals and salaried ones, working across different Industries.

  • Salaried

    63%
  • Businessmen

    31%
  • Retired

    6%

Investment size does not matter


We are helping customers make money through investing irrespective of the size of the investible corpus. Our recommendations don’t depend on the size of the portfolio.

  • Upto 10 Lac

    25%
  • 10 - 20 Lac

    13%
  • 20 - 50 Lac

    25%
  • 50 Lac - 1 Cr.

    19%
  • Above 1 Cr.

    19%
Why Me ?

Value Proposition

  • 1
    1

    SEBI registered Investment Advisors

    Securities & Exchange Board of India (SEBI) is the Apex body regulating security markets in India. Mr Ketan Gogte is a SEBI Registered Investment Advisor (RIA).---------------------------------------------------------------------------------------------------------------------------------------------------------

  • 2
    2

    Experience in Investing

    I have been investing (not speculating) for more than 15 years. We provide detailed fundamental analysis and regular updates related to recommended stocks. Our customers are always well informed.

  • 3
    3

    Objective is Protection of Capital with a Reasonable Return

    My Mantra is, first protection of capital and then a reasonable return over investments.---------------------------------------------------------------------------------------------------------------------------------------------------------

  • 4
    4

    Know what you own and Why

    I provide detailed fundamental analysis and regular updates related to recommended investments.Customers are always well informed.---------------------------------------------------------------------------------------------------------------------------------------------------------

  • 5
    5

    Continuous Tracking, Monitoring and Information exchange

    I track your investments on a continuous basis and keep you updated with regular portfolio reviews. All material updates about the investments are shared with you from time to time so that you are always well informed on your investments.---------------------------------------------------------------------------------------------------------------------------------------------------------

  • 6
    6

    Customized Offerings and Annual fixed fee model

    The Investment offerings are customized based on one’s Risk Profile, Financial Goals and the time horizon. I work on an Annual Fixed fee model.---------------------------------------------------------------------------------------------------------------------------------------------------------

Services

“Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last financial year are as under .
Sr. No. Financial Year Compliance Audit Status Remarks, If any
1 FY 2020-21 Conducted NA
2 FY 2021-22 Conducted NA
3 FY 2022-23 Conducted NA

Complaints Data

Data for the month ending: April 2024
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
^ 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 April, 2024 0 0 0 0
2 March, 2024 0 0 0 0
3 February, 2024 0 0 0 0
4 January, 2024 0 0 0 0
5 December, 2023 0 0 0 0

Grand Total 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 2018-2019 0 0 0 0
2 2019-2020 0 0 0 0
3 2020-2021 0 0 0 0
4 2021-2022 0 0 0 0
5 2022-2023 0 0 0 0
6 2023-2024 0 0 0 0

Grand Total 0 0 0 0
 *Inclusive of complaints of previous months resolved in the current year.
 #Inclusive of complaints pending as on the last day of the year.