Disclaimer

Pi Square Advisors (brand name Pi Square Investments) is Investment advisor duly registered under the provisions of the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013 vide Registration No. INA000018179. Material is provided on this website is for informational purposes only.

Information contained does not constitute and shall not be deemed to constitute in any manner any investment advice or an offer for sale or solicitation or endorsement relating to the products/ services mentioned herein (“Products”/ “Services”). The data used in this material is prepared and issued based on internal data, publicly available data and also obtained from the sources which it considers reliable.

Pi Square Advisors and its related entities each of their respective partners, officers and agents believe that utmost care has been taken to represent facts and provide correct information as at the time of its compilation. However, Pi Square Advisors does not warrant the completeness/accuracy/reasonableness of the information and disclaims itself from all liabilities, losses/damages arising out of the use of this information.

Pi Square Advisors / its subsidiaries / affiliates / sponsors or their officers, employees, personnel, partners shall not be liable for any loss, damage, liability whatsoever, whether direct or indirect, arising from the use or access of any information. For Pi Square Client/s: (a) The Client understands that the Advisor serves as Investment Advisor for other clients and will continue to do so. The Client understands that the Advisor may give advice or take action in performing its duties to other clients, or for its own accounts, that may differ from advice given to or acts taken for the Client based on the individual time horizon, risk tolerance, financial situation and other subjective criteria.

The Advisor is not obligated to buy, sell or recommend for the Client any security that the Investment Advisor may buy, sell or recommend for any client or for its own accounts. (b) This does not limit or restrict in any way the Advisor from buying, selling or trading in any security or other investments for their own accounts. The Advisor may have proprietary long/short position in the mentioned scrip(s) and therefore should be considered as interested.

The views provided herein are general in nature and do not consider risk appetite or investment objective of any particular investor; readers are requested to take independent professional advice before investing. This should not be construed as invitation or solicitation to do business with Pi Square Advisors.

The recipient is requested to read and understand the warnings/ disclaimers/ disclosures, etc. before making any investment related decisions. The information contained in this website is for general purposes only and may not be a complete disclosure of every material fact and terms and conditions and features.

The statements contained herein may include statements of future expectations/outlook and other forward-looking views that are based on our current views and assumptions/factors and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements.

Any forecasts or opinions expressed may be subject to change without any intimation. The recipient alone shall be fully responsible / liable for any decision taken on the basis of this website. The recipient of this material should rely on their own investigations and if required take their own professional advice. No part of this website may be duplicated in whole or in part in any form and/or redistributed without prior written consent of Pi Square Advisors.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Past performance of the investment adviser does not indicate its future performance. Portfolio Advisory products/strategy along with product name does not in any manner indicate either the quality of the products/strategy or its future prospects and returns. 

References to indices, benchmarks or other measures of relative market performance over a specified period of time are provided for information only and do not imply that the portfolio will achieve similar results in the future. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to the investors.

The index composition may not reflect the manner in which a portfolio is constructed. As with any investments in securities, the value of portfolio can go up or down depending on various factors and forces affecting capital/fixed income markets and hence such investments may not be always profitable and there is no guarantee against loss resulting from investment.

Portfolio investment will be subject to various risks which include but are not limited to market risk, interest rate risk, credit risk, price risk, settlement risk, liquidity risk, general economic and political conditions, risk due to global impact and uncertainties etc. Asset allocation and strategies have some base assumptions which may or may not be right due to either internal circumstances relating to the corporation or external circumstances.

Confidential information about the client shall not be divulged without taking prior permission from the client except where such disclosures are required to be made in compliance with any law for the time being in force. Pi Square Advisors / its subsidiaries / affiliates / sponsors or their officers, employees, personnel, partners operates from within India and is subject to Indian laws and any dispute shall be resolved in the courts of Ahmedabad, Gujarat. Pi Square Advisors may amend or discontinue, at any time, any of the services available through this website.

SEBI’s correspondence address: SEBI Bhavan, Western Regional Office, Panchvati 1st Lane, Gulbai Tekra, Ahmedabad – 380006.

SEBI Registration Details
Registered NamePi Square Advisors
Type of RegistrationNon-Individual Investment Advisor
Registration No.INA0000181719
ValidityJuly 05, 2023 – Perpetual
BASL Member ID2018
CEO/Principal Officer : Vishrut Pathak
Email: principalofficerpisquare@gmail.com Phone. No.: +91 2717 459 271
Grievance/Compliance Officer : Bhoomi Godhani
Email: compliance@pisquareinvestments.com Phone. No.: +91 2717 459 271
Address: B 1808, Navratna Corporate Park, Ambli Bopal Road, Ahmedabad – 380058
Working Hours: Mon-Fri: 10am to 6pm (except public holidays)

Annual compliance audit reporting status

Sr. No Financial Year Compliance Audit Status Remarks (if any)
1FY 2022-23Concluded
2FY 2023-24Concluded

Vishrut Pathak – Partner

Vishrut Pathak is an MBA from St. John’s University, with specialisation in International Finance and has a PGD from New York university in Financial Statement Analysis. He was Vice President at HNW Inc. for 6 years where he worked with leading institutional clients like Lord Abbett Merrill Lynch, CitiBank and Morgan Stanley. Prior to HNW Inc, he worked as a senior analyst for a growing Buyout firm in New York in hospitality industry (IT Hospitality Inc.). After working for 10 years with various financial firms in New York, he founded “Pi Square Investments” in Jan 2011. He has over 20 years of Investment Management and corporate finance experience and also Mentors at EDII (Entrepreneurship Development Institute of India) under CrAdLE platform.