Client: Dr. Anil Ghia
Investor in DAAP since 21 March 2013
NJ Partner: VA Advisory Services Pvt. Ltd.
1) Please describe your overall experience of investing with NJ PMS provider (NJ Advisory Services Pvt. Ltd.)
Answer: My experience with NJ PMS has been fairly good.
2) What were your objectives at the start when you invested in DAAP? Do you think your objectives have been fulfilled by the portfolio manager?
Answer: My objectives were safety and good returns. They have been fulfilled to a large extent.
3) Do you think the portfolio manager churns the portfolio frequently?
Answer: The portfolio churn mostly depends on markets movements and is done on a need only basis.
4) What is your experience related to reports shown on website of NJ PMS?
Answer: My experience with the reports has been satisfactory. I normally view the reports provided on the Client Desk.
5) What are your suggestions to existing and prospective investors of DAAP?
Answer: I am nobody to advise, that is the job of the advisor.
6) What are your expectations from the portfolio manager?
Answer: My expectations from the portfolio manager are better performance, with timely execution of portfolio changes and asset allocation.
7) What role has your introducer VA Advisory Services Pvt. Ltd. played in helping you to select DAAP for you?
Answer: VA Advisory Services presented this novel idea to me and they were persuasive and convincing in their presentation.