Important Disclosures

Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

Quantum Advisors Private Limited (QAPL) is registered as a Portfolio Manager with Securities and Exchange Board of India (SEBI), India. It is also registered with the Securities Exchange Commission, USA as an Investment Adviser and a Restricted Portfolio Manager with the Canadian Provinces of British Columbia (BCSC), Ontario (OSC), and Quebec (AMF). It is not registered with any other regulator. Registration with the above regulators does not imply any level of skill or training.

This summary is subject to a more complete description and does not contain all of the information necessary to make an investment decision, including, but not limited to, the risks, fee and investment strategies of QAPL.

Charter of Principles

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Investor Charter in Relation to Portfolio Management Services

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Disclosures and Risk Factors

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SEBI Disclosure Document

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Conflict of Interest Policy

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Proxy Voting Policy

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Corporate Social Responsibility Policy

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Corporate Social Responsibility Composition and Activities 2023-24

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Corporate Social Responsibility Composition and Activities 2022-23

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Corporate Social Responsibility Composition and Activities 2021-22

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Form ADV 1A

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Form ADV 2A

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Form ADV 2B

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Form ADV3 CRS - Client Relationship Summary

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Monthly Complaint Data - June 2024

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QAS Annual Return 2022-2023

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QIRR Responsible Investment Policy

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SEBI Circular on Online Dispute Resolution

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SFDR Statement

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QAS Annual Return 2021-2022

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SFDR Article 10

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Principal Adverse Impact Statement

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Modern Slavery Statement

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Stewardship Code

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Whistleblower Policy

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Investor Grievance Redressal Mechanism

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Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
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Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

Quantum Advisors Private Limited

CIN: U65990MH1990PTC055279

SEBI PMS Reg. No.: INP000000187
 

Registered Office

1st Floor, Apeejay House, 
3 Dinshaw Vachha Road, Backbay Reclamation, 
Churchgate, Mumbai 400020, India

Tel: +91-22-6144 7900 / 22830322

Fax : 91-22-2285 4318

Email: [email protected]

In case of any grievance/complaint, you may contact Mr. Piyush Thakkar, Chief Executive Officer at [email protected]. Investor can initiate dispute resolution by harnessing online conciliation and/or online arbitration through Online Dispute Resolution (ODR) portal SMARTODR.  To know more about grievance redressal mechanism click here.  

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Our affiliates:

Q India (UK) Limited
14th Floor, 33 Cavendish Square, London W1G 0PW (U.K.)

Sam Tully
Head - Business Development
UK: +44 7818 408526

Roger Mortimer
Head - Business Development
EU: +44 7947 242769


Q India Corp.
New York (U.S.A.)

Kevin Heller
Head - Business Development
US: +1 516 480-3679

© 2024 Quantum Advisors India

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