Welcome to QRC Investment Advisors- we offer investment services

  • Call us: +91 9920992020
  • Mail US : techsupport@qrcia.com
  • ADD US : Dynamic Consulting
  • Call us: +91 9920992020
  • Mail US : techsupport@qrcia.com
  • ADD US : Dynamic Consulting
  • 4, Capri, 9 Manav Mandir Road
    Mumbai 400006, India

  • info@qrcia.in

QRC are long term investors and seldom pay attention to daily highs and lows of the stock market via the media and other channels. Our clients have been patient and thus have reaped their rewards. Once you have decided to become an investor with QRC, we start off by opening a bank account, demat account in your name. Upon the completion of the fund transfer, we start investing. Since we are looking to buy exceptional quality companies when they are statistically cheap, it is unlikely that we will invest all the money into equities immediately. We need to wait for the right opportunities to come our way. Any excess funds normally sit in a fixed deposit or a liquid fund, earning a moderate rate of interest till the right opportunity comes.

ACCOUNT OPENING PROCEDURE

Following documents required  to open an account with QRC Investment Advisors

RESIDENT INDIVIDUAL / SOLE PROPRIETOR

    1. Self attested PAN Card
    2. Self attested masked Aadhar Card
    3. One signed cancelled cheque of the bank from where the client is going to fund his account
    4. QRC KYC FORM

Note: Once these documents are received then we will be able to fill up the necessary documents for you and then send you the same for signature. Additional Documents may require based on selection of Nominee or Joint account.

NON RESIDENT INDIVIDUAL

    1. Self attested PAN Card
    2. Self attested Address Proof (not older than 3 months)
    3. Self attested copy of Passport
    4. Overseas address proof
    5. QRC KYC FORM

Note: Once these documents are received then we will be able to fill up the necessary documents for you and then send you the documents for signature. Additional Documents may require based on selection of Nominee or Joint account.

CORPORATE

    1. PAN Card
    2. Address Proof
    3. One signed cancelled cheque of the bank from where the client is going to fund his account
    4. Board Resolution for DEMAT account opening (format will be provided by us)
    5. List of Directors (format will be provided by us)
    6. MOA or AOA
    7. Board Resolution for entering into an agreement with QRC Investment Advisors to avail the portfolio management services
    8. List of Authorised Signatories with PAN and Address Proof (format will be provided by us)
    9. List of UBO along with Shareholding Pattern including list of all those holding more than 25% either directly or indirectly. PAN and address proof of such individuals.
    10. QRC KYC FORM
    11. Audited Financials of Last Two Financial Years

Note: Once these documents are received then we will be able to fill up the necessary documents for you and then send you the documents for signature.

PARTNERSHIP FIRM / LLP

    1. PAN Card
    2. Address Proof
    3. One signed cancelled cheque of the bank from where the client is going to fund his account
    4. Resolution for DEMAT account opening (format will be provided by us)
    5. List of Partners or Designated Partners (format will be provided by us)
    6. Partnership Firm or LLP Agreement, Certificate of Incorporation
    7. Resolution for entering into an agreement with QRC Investment Advisors to avail the portfolio management services
    8. List of Authorised Signatories with PAN and Address Proof (format will be provided by us)
    9. List of UBO along with Shareholding Pattern including list of all those holding more than 25% either directly or indirectly. PAN and address proof of such individuals.
    10. QRC KYC FORM
    11. Audited Financials of Last Two Financial Years

Note: Once these documents are received then we will be able to fill up the necessary documents for you and then send you the documents for signature.

TRUST

    1. PAN Card (Trust , Trustee, Nominee & Settlor)
    2. Address Proof (Trust, Trustee & Settlor)
    3. Audited Financials for last 2 financial Year
    4. List of trustees certified by CA
    5. Trust Deed or Certificate of registration
    6. List of Authorised Signatories with PAN and address proof
    7. List of UBO along with Shareholding Pattern including list of all those holding more than 25% either directly or indirectly. PAN and address proof of such individuals.
    8. QRC KYC FORM
    9. One signed cancelled cheque of the bank from where the client is going to fund his account

Note: Once these documents are received then we will be able to fill up the necessary documents for you and then send you the documents for signature.

HUF

    1. PAN Card
    2. Address Proof
    3. Deed of Declaration of HUF
    4. List of Coparceners with PAN and masked Aadhar
    5. List of Authorised Signatories with PAN and Address Proof
    6. One signed cancelled cheque of the bank from where the client is going to fund his account

Note: Once these documents are received then we will be able to fill up the necessary documents for you and then send you the documents for signature.

For FAQs Click Here

The PMS Disclosure Document is a document that all Portfolio Management Services must file with the regulatory authority, SEBI.

The purpose of the Disclosure Document is to provide essential information, including past performance, about the portfolio management services of QRC INVESTMENT ADVISORS LLP (QRC INVESTMENT ADVISORS), in a manner to assist and enable investors in making an informed decision while engaging QRC INVESTMENT ADVISORS.

Client confidentiality is of paramount importance to QRC Investment Advisors LLP. All the client information that we collect is solely for the purpose of understanding client needs and for legal compliance. We do not share the client’s identity or client’s personal information with any third parties for any commercial reasons.

We may, if required by applicable law or regulations, disclose the identity of the client to the issuer of Securities held as part of the Assets or to the agents of such issuer upon request of such issuer, or to any Government or Regulatory body, without further consent from the client.