About ITUS

Investing in growth in the public markets

Yellow Button Blue Button

Research Center

Study our investing style and process at length

Owner's Manual

Owner's Manual

We are a fiduciary of your capital. Your understanding of what we do and how we will approach it is a critical element in enabling us to attain our goal. The Owners Manual helps achieve this....

Learn more

Compliance

Disclosure of Securities and Exchange Board of India and Ministry of Corporate Affairs compliance by portfolio managers on the website

Investor Charter

With a view to enhancing awareness of investors about the various activities which an investor deals with while availing the services provided by portfolio managers, an investor charter has been prepared.

 Download Investor Charter

Disclosure of Investor Compliance

In order to enhance transparency in the Investor Grievance Redressal Mechanism, the portfolio manager divulges data on all complaints, including complaints related to SCORES


Annexure B - Investor Complaint Data

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
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
*as on 31st October 2024

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 August, 2024 0 0 0 0
2 September, 2024 0 0 0 0
3 October, 2024 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 2021-22 0 0 0 0
2 2022-23 0 0 0 0
3 2023-24 0 0 0 0
Grand Total 0 0 0 0
*Inclusive of complaints of previous years resolved in the current year. .
#Inclusive of complaints pending as on the last day of the year.

MGT 7

Annual return filed with ROC contains basic information about the company, its shareholders, directors, etc. as of the last day of the financial year.

Enter Password to Download:
Download FY 22-23


Disclosure Document

The Disclosure Document contains the quantum and manner of payment of fees payable by the client for each activity, portfolio risks, complete disclosures in respect of transactions with related parties, the performance of the portfolio manager and the audited financial statements of the portfolio manager for the immediately preceding three years.

Enter Password to Download:
Download DD Mar 2023