Disclosures under IA Regulations
Regulatory disclosures and transparency information
Company Information
Coinwise Research Private Limited is a private limited company registered under the Companies Act, 2013. The company is registered as an Investment Adviser with SEBI.
Registered Office: 3rd Floor, Orchid Centre, Sector 53, Innov8, Golf Course Road, Gurgaon 122022, Haryana, India
Branch Office: Gurgaon, Sector 53, Haryana, India
Date of Incorporation: 14th October 2022
SEBI Registration Date: 23rd August , 2023
SEBI Registration Number: INA000018382
Validity: Perpetual
Directors
Mr. Rohit Prakash - IIT Kanpur engineer, IIM Calcutta MBA, CFA Level 1 and FRM Level 1 holder. 9+ years experience with Standard Chartered Bank in corporate finance, equity capital markets, and commercial real estate.
Mr. Puru Verma - NIT Trichy computer science graduate, IIM Calcutta MBA. 10+ years pharmaceutical industry experience across sales, strategic projects, investor relations, and M&A.
Business Activities
The company offers investment advisory services covering equities, bonds, gold, ETFs, mutual funds, and REITs, including model portfolios, personalized advisory, and research services.
Disciplinary History
There are no outstanding litigations or no disciplinary history against the Company and its Directors.
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 Disclosures
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.