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Recent:

Data for the month ending - Aug, 2026

Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending #	Pending complaints >3months	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

^ 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	Jun, 2026	0	0	0	0
2	Jul, 2026	0	0	0	0
3	Aug, 2026	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.	Fin. Year	Received	Resolved*
1	2022-23	1	1
2	2023-24	0	0
3	2024-25	0	0
4	2025-26	1	1
	Grand Total	2	2

*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the year.

Finance - Asset Management - Industry Analysis and Overview

BSE Sensex 75692.78 1233.25 (1.66%)

Company Name	Industry Name	Latest Price (Rs.)	Price Change Rs (%)	Market Cap	Net Sales (Rs. Cr.)	Latest EPS (Rs.)	Net Profit Margin %	Latest P/E	Latest P/BV
SBI Funds Management	Finance - Asset Management	478.6	11 (2.35%)	Mid Cap	4,389	15.1	69.88	31.8	12.9
HDFC Asset Mngt. Co	Finance - Asset Management	2,366.5	60.65 (2.63%)	Mid Cap	4,119	69.5	69.43	34.1	11.8
Nippon LifeInd.Asset	Finance - Asset Management	959.7	54.7 (6.04%)	Mid Cap	2,709	25.3	56.41	38	12.9

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Address : The Alchemists Ark Pvt. Ltd., B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045

About MoneyWorks4Me

MoneyWorks4Me has been helping investors make better investment decisions since 2008.

MoneyWorks4Me Investment Advisers is the trade/brand name of The Alchemists Ark Pvt. Ltd., a SEBI-registered non-individual Investment Adviser (Registration No. INA000013323).

We began in 2008 as an equity research company, helping investors identify high-quality Indian businesses and understand what they were worth through deep fundamental research and intrinsic-value-based investing.

Over time, we learnt that successful investing requires much more than identifying good stocks.

Investors also need to know how much to invest, how to allocate money across different assets, how to construct a strong portfolio, when to act and, equally importantly, when not to.

That understanding shaped our evolution from an equity research company into a broader investment company built around research, portfolio strategy, technology and human judgement.

One Investing Philosophy. Different Ways to Benefit From It.

Today, our capabilities extend across Indian direct equities, mutual funds, global equities, fixed income, gold and REITs and other suitable investment opportunities.

We do not see these as separate investment products. They are different building blocks of one portfolio.

The starting point is the investor: their goals, required returns, time horizon, ability to take risk and the role each asset needs to play.

Asset allocation determines where the money should go.Research and valuation guide what we own. Portfolio construction determines how much we own.Periodic review and rebalancing help keep the portfolio aligned with its purpose.

This investment philosophy is applied in different ways across MoneyWorks4Me.

Through Omega Freedom and Omega Legacy, we work closely with investors who want comprehensive investment advice and guidance in managing their portfolios.

Through Third Rock Wealth, we bring the same investment thinking and research depth to investors who prefer mutual funds as their route to wealth creation.

Research at the Core

We look at business quality, financial strength, competitive advantage, management, growth prospects and risks. But we always consider these alongside valuation.

A good company does not automatically make a good investment at every price.

Our Quality-at-a-Reasonable-Price approach seeks to bring quality and valuation together.

Start With the Portfolio

We do not begin by asking which stock, fund or asset looks attractive.

We begin by asking what the portfolio needs.

Indian equities may provide long-term growth. Global equities can broaden diversification. Fixed income can provide stability and liquidity. Gold has a different role to play.

Every investment should earn its place in the portfolio.

Focus on Process, Not Prediction

Markets cannot be predicted consistently. A sound investment process can be followed consistently.

We therefore focus on what can be controlled: asset allocation, quality, valuation, diversification, position sizing, risk management, review and taking action when required.

Let Compounding Do the Heavy Lifting

Long-term wealth is not created only by finding investments with spectacular returns.

It comes from putting money to work intelligently, earning satisfactory inflation-beating returns across the portfolio and staying invested long enough for compounding to make a meaningful difference.

Technology Has Always Been Part of MoneyWorks4Me

Technology has been integral to MoneyWorks4Me from the beginning, from our financial X-Rays and valuation tools to portfolio analytics and research systems.

Over the years, we have accumulated company research, financial data, valuation work, investment frameworks and insights.

The aim is to make it easier for investors and our teams to work with years of MoneyWorks4Me research, data and investment thinking.

It is not intended to replace human judgement.

Investing still involves context, uncertainty and decisions for which there is not always an obvious answer.

Investors Should Understand Why

Our advisory business operates in a fiduciary capacity, and the investor's interests come first.

We believe investors should understand the reasoning behind important investment decisions rather than simply follow recommendations.

That is the thinking behind our Do-It-With-Me approach.

It is designed to help investors remain in control of their money while benefiting from professional research, process and perspective.

Our Vision

Our vision is to build a trusted, research-powered investment company that helps investors make calm, informed and well-reasoned decisions throughout their investing journey.

Markets will change. Investment opportunities will change. Technology will change how investors access information and advice.

But the principles of successful investing are far more enduring:own quality assets at sensible prices, build portfolios intelligently, manage risk and give compounding enough time to work.

That is the investment discipline MoneyWorks4Me has been building since 2008 and continues to strengthen for the future.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045

Compliance Officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com	Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com	Telephone: +919860919463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com	Telephone: +919175899463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.