BFSI Sector Analysis, Overview and Companies Reports (Page 3)

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

Sr. No.

Received from

Pending at the end of last month

Received

Resolved*

Total Pending #

Pending complaints >3months

Average Resolution time^ (in days)

Directly from Investors

SEBI (SCORES)

Other Sources (if any)

Grand Total

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

Sr. No.

Month

Carried forward from previous month

Received

Resolved*

Pending#

Jun, 2026

Jul, 2026

Aug, 2026

Grand Total

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

Sr. No.

Fin. Year

Carried forward from previous year

Received

Resolved*

Pending#

2022-23

2023-24

2024-25

2025-26

Grand Total

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
IFCI	Finance Term Lending	67	-1.29 (-1.89%)	Small Cap	2,069	0.7	21.01	105.5	2
MAS Financial Serv.	Finance - NBFC	266.3	0.15 (0.06%)	Small Cap	1,995	21.7	18.83	12.3	1.6
Ugro Capital	Finance - NBFC	81.9	-2.41 (-2.86%)	Small Cap	1,937	11.3	9.02	7.5	0.4
SMC Global Sec.	Finance - Stock Broking	109.9	1.85 (1.71%)	Small Cap	1,877	5.2	5.5	20.8	1.7
Aditya Birla Sun AMC	Finance - Asset Management	971.9	-10.45 (-1.06%)	Small Cap	1,845	34.8	52.97	28.2	6.7
Repco Home Finance	Finance - Housing	340.4	10.6 (3.21%)	Small Cap	1,792	77	25.05	4.3	0.5
Delphi World Money	Finance - Others	6.6	-0.12 (-1.78%)	Small Cap	1,722	0.2	0.67	29.5	0.5
Maple Infrastructure	Finance - Investment	145	0 (0%)	Small Cap	1,585	-	-7.45	-	-
India Shelter Fin.	Finance - Housing	620.9	-5.9 (-0.94%)	Small Cap	1,528	46.1	32.92	13.6	2.2
IRBINVIT	Finance - Investment	63.7	-0.19 (-0.3%)	Small Cap	1,508	-	22.45	-	-
UTI Asset Management	Finance - Asset Management	870	-3.6 (-0.41%)	Small Cap	1,476	42.1	41.77	20.7	2.9
Share India Sec.	Finance - Stock Broking	193.2	-0.4 (-0.21%)	Small Cap	1,470	16.6	22.07	11.7	1.5
Indostar Capital Fin	Finance - NBFC	194.3	-0.8 (-0.41%)	Small Cap	1,393	-24.4	9.36	-	0.8
Intelligent Supply	Finance - Investment	128	0 (0%)	Small Cap	1,380	-	-8.55	-	-
Health X Platform	Finance - NBFC	286.7	0 (0%)	Small Cap	1,319	-6.4	-0.11	-	1.4
Prudent Corporate	Finance - Others	3,051	-62 (-1.99%)	Small Cap	1,317	59.2	16.86	52.6	13.5
SBFC Finance	Finance - NBFC	85.2	-2.35 (-2.68%)	Small Cap	1,306	3.1	26.44	28.2	-
POWERGRID Infra.&Inv	Finance - Investment	103.7	0.03 (0.03%)	Small Cap	1,258	-	72.48	-	-
Roadstar Infra Inv.	Finance - Investment	62	0 (0%)	Small Cap	1,157	-	-23.64	-	-
Anand Rathi Wealth	Finance - Others	2,160	17.55 (0.82%)	Small Cap	1,149	27.4	34.57	78.3	27.7
Choice International	Finance - Stock Broking	740.1	5.35 (0.73%)	Small Cap	1,119	10.7	21.26	68.9	9.9
GIC Housing Finance	Finance - Housing	131.8	0.8 (0.61%)	Small Cap	1,082	29.2	14.31	4.5	0.3
Jindal Poly Invest	Finance - Investment	953.7	-21.3 (-2.18%)	Small Cap	1,037	769.3	82.73	1.3	0.6
Spandana SphoortyFin	Finance - NBFC	211.6	-0.45 (-0.21%)	Small Cap	1,024	-36.9	-68.28	-	0.9
Paisalo Digital	Finance - NBFC	81.4	0.3 (0.37%)	Small Cap	944	2.7	25.14	30.3	4.2

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

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.

BFSI - Sector Analysis and Overview

Find out the best companies in the Industry/ Sector/ Index of your choice, based on critical criteria.

Select a category :

Create stable, long-term investment portfolio with strong, consistent stocks.

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Current Complaints

^ 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.

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

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

BFSI - Sector Analysis and Overview

Find out the best companies in the Industry/ Sector/ Index of your choice, based on critical criteria.

Select a category :

Create stable, long-term investment portfolio with strong, consistent stocks.

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.