Caelis Ventures Private Limited is a SEBI-registered Portfolio Manager vide Registration No. INP000010362, under the SEBI (Portfolio Managers) Regulations, 2020.

Our flagship offering, the Caelis Core Compounders Approach, is an All-Cap equity strategy that seeks to generate sustainable wealth with a focus on downside risk and is benchmarked against the BSE 500 TRI. We have tried to answer the famous question in Finance - “Where are the Customer’s Yachts?” with our industry leading Zero-Ten-Twenty Fees Structure for clients opting for a performance-based fee model. Under this option, there is Zero Management Fees along with Industry Leading Hurdle Rate of Ten percent with a high watermark which conveys our client first approach.

Clients may also choose to be on-boarded directly, without any intermediary involved in distribution. For details, write to us at investorservices@caelisventures.in.

CAELIS CORE COMPOUNDERS

FORMS - PMS

REGULATORY DISCLOSURES

Contact Information:

Principal Officer: Mr. Dilip Goyal
Compliance Officer: Mr. Navdeep Singh Pundhir
Investor Relations Officer: Mr. Kushagra Pal
Phone: +91 141-6780675 / +91 141-2992014
Email:
investorservices@caelisventures.in
compliance@caelisventures.in

Investor Grievance Redressal

In case of any grievance, investors may make a complaint directly to Caelis by reaching out at investorservices@caelisventures.in and refer to Investor Grievance Redressal Policy as detailed above.

If investors are not satisfied with the response from Caelis, they can also register their grievance/complaint through SCORES (SEBI Complaints Redress System) or contact SEBI Office on Toll Free Helpline at 1800 266 7575 / 1800 22 7575.

SCORES may be accessed through SCORES mobile application as well, same can be downloaded from Google Play Store or Apple App Store.

After exhausting all aforementioned options for resolution, if the client is not satisfied, they can initiate dispute resolution through the Online Dispute Resolution Portal (ODR).

Alternatively, the client can directly initiate dispute resolution through the ODR Portal if the grievance lodged with the Portfolio Manager is not satisfactorily resolved or at any stage of the subsequent escalations mentioned above.