About Us
Our company follows the ESG Investing approach. At the heart of ESG Investing is a simple idea that companies that are ESG compliant are more likely to succeed in the long run and deliver stronger returns, while creating value for all their stakeholders (customers, employees, environment and shareholders –yes, You).
We believe that companies with strong ESG practices score high in terms of reputation and carry lower risk because they incorporate sustainability as a core value. This translates into steady and sustainable performance for the business. It is known that ESG Complaint companies to have lower incidences of controversies, and occupational mishaps and a deeper connection with the employees, customer and society at large, all of which will create incremental value in the long run…
Our Service Offerings
Opportune Wealth® is a SEBI Registered Investment Advisor (SEBI INA000005366) and offers fee-based investment advisory services. We advise clients on stock investments. Our recommendations are backed by our sound research methodology. The objective is to recommend stocks that will help clients steadily grow their capital over the next decade and beyond. Management of Opportune WealthTM also invests in the same equity portfolio as its clients.
Opportune Wealth® is an AMFI Registered Mutual Fund Distributor (ARN-111547) and offers mutual fund recommendations to clients. The advice is based on thorough research of the underlying holdings of the mutual fund, and not just based on past performance.
As a client of Opportune Wealth® you will get access to real-time advice and resources to help you plan your life’s financial goals. Whether it is a house purchase, a child’s education or retirement planning. We can help you get there with a little equity investing and lots of planning.
A Family of Alumni
Coverage in the university of Chicago
Alumni magazine, about the support offered by Opportune Wealth and Alumni, founder Suruchi Jain to a client’s widow. URL: https://www.chicagobooth.edu/magazine/family-of-alumniClient Testimonials
Hear out what our clients had to say about us as we complete 5 years of in the journey of investing delivering benchmark beating returns consistently. With this foundation, we embark to achieve greater milestones in the times to come!
Our Investment Philosophy
For more insights on our research methodology, please see an introductory video available here.
Annual Returns
Compliance Audit Status
| Sr.No. | Financial Year | Compliance Audit Status | Remarks, if any |
|---|---|---|---|
| 1 | FY 2020 – 21 | Conducted | NA |
| 2 | FY 2021 – 22 | Conducted | NA |
| 3 | FY 2022 – 23 | Conducted | NA |
| 4 | FY 2023 – 24 | Conducted | NA |
| 5 | FY 2024 – 25 | Conducted | NA |
Regulatory Complaints Disclosure for the Month Ending –
This disclosure is made in accordance with applicable regulatory requirements and provides a summary of investor complaints received and resolved during the specified reporting period.
| SR NO | RECEIVED FROM |
PENDING AS OF LAST MONTH |
RECEIVED | RESOLVED* |
TOTAL PENDING# |
PENDING COMPLAINTS > 3 MONTHS |
AVERAGE RESOLUTION TIME (DAYS) |
|---|---|---|---|---|---|---|---|
| 1 | Directly From Investors |
0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| TOTAL | 0 | 0 | 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.
^ Average resolution time is calculated as the total time taken (in days) to resolve each complaint in the current month divided by the total number of complaints resolved.