Investment Planning and Advice democratized
Qovar Advisors Private limited
SEBI registered Investment Advisor (Non-individual)
Registration number: INA200011365
Validity of registration: Aug 06, 2018 - Perpetual
Who we are
A SEBI registered Investment Advisor providing Investment Planning and Advisory services.
A solution that includes –
- Investment Planning
- A methodical approach to meet the goals
- ‘Comprehensive’ financial plan; not just individual goals – Investment planning matches financial goals to suitable investments based on investment horizon and risk appetite. It is a continuous process involving identifying financial goals, investing in allocated assets, reviewing periodically and rebalancing. A comprehensive approach results in Realistic outcomes.
- ‘Holistic Portfolio’ view and not ‘incremental products’ –
Though several recommendations from industry experts are available through different channels, it is a herculean task for an investor to have the ‘optimal mix’ of financial products in their portfolio. At Qovar, individual’s risk taking ability, investment horizon and return expectations are key factors to the planning and advisory process. Compared to the incremental recommendations, our tailored ‘Holistic portfolio’ approach aims to generate superior outcomes.
Deliver Absolute Returns through Active Management; Not ‘Index huggers’ – Changing market conditions demand an ‘Active Management’ approach to wealth creation. We believe that an in-depth analysis of a company, its products, industry, competitors, and macro-economic factors, can identify market inefficiencies to deliver attractive returns for investors.
Technology has changed how things work across different industries and in some cases, re-defined the Product landscape and Service offerings in some of these industries. As an organization, we believe that technology-aided financial advice will enable us to be unbiased with our decisions, consistent with our performance. For our Investors, we believe this will result in superior and reliable outcomes.
Eswar Suryanarayan is proficient in portfolio management, performance measurement & attribution techniques, and has a breadth of knowledge in quantitative methods. In a career spanning 25 years, he has played different roles in the Financial services and in the Asset Management industry. Eswar is a Mechanical Engineer, a Post Graduation in Information Technology and holds a Post Graduate Diploma in Banking & Financial Services. He also holds an Advanced Financial Risk Management certification. He is an endurance athlete and has a passion for music.
Pradeep Kumar is a seasoned marketing executive, leader and strategist. In a career that spans over 25 years, he has worked across business functions such as sales, marketing, business operations and analytics. Pradeep has worked across different industry verticals like Asset Management, Healthcare, Commercial Finance and Technology and has donned multiple hats. Being a passionate marketer he has spent significant amount of time in the Marketing Analytics space helping businesses in acquiring, developing and retaining customers. He has developed several frameworks in the marketing measurement space to assess the performance of traditional and digital marketing efforts. His personal interest revolves around multiple areas like entrepreneurship, farming, financial wealth management, teaching and outdoor sports. He is an Electronics Engineer from UVCE, Bangalore and is a Fellow of IIM-B.
Vijaya Sarathi’s career spans across Fixed Income and Equity markets. Over 13 years, his work experience ranges across securitisation structuring, Fixed Income portfolio analytics and Equity research. Vijay has an engineering degree and is a Fellow of IIM-A.
1. Risk profiling
2. KYC compliance and Investment advisory agreement
3. Investment Planning & recommendation
4. Periodic portfolio re-balances
Complaints for the month ending October 2023 (updated November 8th, 2023)
|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|
|3||Other sources (if any)||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 #|
*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 month||Received||Resolved*||Pending #|
*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.
Annual compliance audit
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 and current financial year are as under :
|Sr. No.||Year||Compliance Audit Status||Remarks, If any|
Please note -
- Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
License Holder Details:
License Holder Name: Qovar Advisors Private Limited
SEBI Registration No.: INA200011365
Support Telephone: 080-42184558
Support Email: email@example.com
Compliance Officer: Pradeep Kumar Venkataramu, Email ID: firstname.lastname@example.org
Principal Officer: Eswar Suryanarayan, Email ID: email@example.com
SEBI Recognised supervisory body: BSE Administration & Supervision Limited, Membership ID: 1153
Registered Address: A504, Esteem Enclave, Near Arekere gate, Bannerghatta road, Bangalore – 560076