Family Offices
Tailored solutions for the family office setup where we create seamless trading,
portfolio execution and reporting experiences.
HNI Investments
We do what matters most to an HNI- provide a personalised, curated service built on
principles of a fiduciary.
AIF Custody Trades
From CP Code trading, to reporting to a Custodian and the Exchange, we take extra
steps that large trades are given due care.
PMS Custody Trades
Our systems have capabilities to generate trades for each PMS client based on a
model
portfolio, and execute via bulk orders.
FPI Custody Trades
From setting up Custodial accounts, registering with SEBI as an FPI, and opening
trading accounts, we do it all.
We handle end-to-end custodial account setups for AIFs, PMSs, and FPIs
Leave it to us. We will take you from 0 to 1
Happy to take on long execution assignments where we work on large trades for elongated periods of time.
One ObjectiveTo help you avoid mistakes
We are not in the business of doing funny things with your money. Doing simple things
right time and again has proven to produce remarkably good results. In fact, our recommendations will almost
sound too simple to be true.
If your AUM is above Rs. 20 Lakhs, your tax filing is on us for free,
complimentary!
99%
client retention record in two years of operations.
We help you do simple things with your money, we don’t over-promise, and
therefore we will not under-deliver. Best of it, you will always have
someone to be a sounding board if you find yourselves with questions
on what to do with your money.
Giving you one less thing to think about as you concentrate on what matters.
Mutual fund investments are subject to market risks.
Please read the scheme information and other related documents carefully
before investing. Past performance is not indicative of future returns. Please
consider your specific investment requirements before choosing a fund, or designing
a portfolio that suits your needs. The value of investments can go down in value
as well as up, so you could get back less than you invest. It is therefore
important that you understand the risks and commitments.
This website aims to
provide information to help you make your own informed decisions. It does not provide
personal advice based on your circumstances. If you are unsure of how suitable an
investment is for you, please seek personal advice from your Financial Advisor.
Nothing in this website shall be considered a solicitation to buy or an offer to sell a
security, or any other product or service, to any person in any jurisdiction where
such offer, solicitation, purchase or sale would be unlawful under the laws of such
jurisdiction. Tax rules referred to are those that currently apply unless otherwise
stated, they can change over time and any benefit to you will depend on your circumstances.
Mutual Fund Investments are done under Yottol Financial Services Private Limited (ARN-128314)
Investments in securities market are subject to market risk, read all the related documents carefully before
investing. We collect, retain, and use your contact information for legitimate business purposes only, to contact
you and to
provide you information & latest updates regarding our products & services. We do not sell or rent your contact
information to third parties.
Please note that by submitting the above-mentioned details, you are authorising us to Call/SMS you even though you
may be registered under DND.
We shall Call/SMS you for a period of 12 months.
Stock broking offered as a sub-broker named GreatBear Ventures Private Limited (NSE: AP2448000481 and BSE:
AP2448000481) under Tipsons Stock
Brokers Private Limited, SEBI Registration Number: INZ000217531. Compliance officer: Diganta Joshi,
compliance@tipsonsbroking.com, +919909912166
Brokerage will not exceed the SEBI prescribed limit.
Annexure A Investor Charter
Stock Broker
Depository
SEBI Investor Charter
Advisory for investors
