Disclosures under IA Regulations
About the Company:
Coinwise Research Private Limited (herein referred to as the Company) is a Private Limited Company registered under the Companies act, 2013, having its registered office at Flat No 1603, Almond B, Omaxe Residency 2, Arjunganj, Lucknow, Uttar Pradesh, 226002 and Branch office at 1003, 10th Floor, Tower B, Emarald Estate Apartments, Sector 65, Gurgaon, 122002.
The Company was incorporated on 14th October, 2022.
The Company got registered with SEBI as an investment adviser on 23rd August 2023 and is valid till perpetual (Reg No: INA000018382).
About the Directors:
The details of the Directors are as follows:
- Mr. Rohit Prakash is an Engineer Graduate from IIT Kanpur and MBA from IIM Calcutta. He has also done CFA Level 1 and FRM Level 1. He has over 9 years of work experience with standard Chartered Bank and has worked in multiple areas including Corporate Finance, Equity Capital Markets and Commercial Real Estate.
- Mr. Puru Verma is a Computer Science graduate from NIT Trichy and holds MBA from IIM Calcutta. Puru has over 10 years of experience with pharmaceutical companies in India and UAE. He has worked in various roles including sales, strategic projects, investor relation and M&A.
About Business activities:
The Company offers Investment Advisory Services in compliance with SEBI guidelines, covering Equities, Bonds, Gold, ETFs, Mutual Funds, and REITs. Our core services comprise “Model Portfolio” offerings, personalized investment advisory services, and research services. We regularly release market reports, earnings-based analyses, sector reports, and related information. Additionally, educational content is disseminated through our website and social media channels.
Disciplinary History:
There are no outstanding litigations or no disciplinary history against the Company and its Directors.
Disclosure about conflict of interest:
The Company is not registered with AMFI, IRDA or any other SEBI Intermediaries.
Disclosure about holding position of the Company and the Directors:
The Company and the Directors may have a holding position in the same financial products and securities which are subject matter of advice given to the clients.
Other Disclosure:
The Company shall provide execution services only through direct schemes /products in the market. Mr. Rohit Prakash, Principal Officer and the person associated with Investment Advice shall be responsible for providing implementation services. However, the Company will not receive any consideration for the execution services.
The distribution and implementation / execution services shall be carried out through a separate identified department/division and shall be at arm’s length with all the advisory clients. The compliance requirements for client level segregation will be followed by the Company at all times.
