BM Fiscal

Investments are all about wealth and aspirations. 

Welcome to BM Fiscal

Grow your wealth with us!

BM Fiscal Group is  recognized in the highest category of awards for excellence in Advisory business by many Asset Management Companies in India. Group company Fiscal Point Consultants Pvt. Ltd was the runner up for UTI CNBC TV 18 Financial Advisor Awards for two consecutive years 2012-13 and 2013-14 in NRI category . Group company BM Financial Advisors has been awarded by JM Financial Services Ltd. as the Best Financial Advisor Award in 2009-10. Wealth Forum has also awarded BM Financial Advisors for registering highest growth in Equity Assets under Management for the year

2011-12. 

Registration Details:

CIN No      :  U65923PN2013PTC148748

PAN No     :  AAFCB6711M

GST No     :  27AAFCB6711M1ZH

RIA No      :  INA000007182

ARN No     :  94637

Compliance Officer : Gautam Bhalla (Director)

                                    Tel : +91 9822008057 

                                    Email : Gautam@bmfpa.com.

Principal Officer :       Karim Meghani (Director)

                                    Tel : +91 9923186857 

                                    Email : karim@bmfpa.com.

At BM Fiscal Point Advisors Pvt Ltd  , we provide you with the most innovative and customized Wealth Management solutions. We have over 50 man years of experience in handling corporate, HNI, NRI's wealth diversified over various asset classes such as Indian equities, International equities, debt products, mutual funds (unit trusts), real estate, alternative investment funds etc.

BM Fiscal is a SEBI Registered Investment Advisor

(Non-Individual)(RIA No - INA000007182) . BM Fiscal is joint venture between BM Financial Advisors and Fiscal Point Consultants Pvt Ltd, two successfully running Wealth Management companies in India. Our comprehensive and research backed range of products and services embrace all assets classes. Our key attribute and differentiator has been our proactive, advisory approach. At BM Fiscal we provide you with the best technology backed platforms ensuring clients’ experience hassle free and paperless transactions.

Our clients are spread across various geographical locations such as India, Singapore, Gulf, Hongkong, Australia, UK , Europe, USA and Canada.

About BM Fiscal

Investment Advisory

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At BM Fiscal Point Advisors Pvt Ltd(BMFPA), we provide you with the most innovative and customized Wealth Management solutions.

Awards

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Group company Fiscal Point Consultants Pvt. Ltd. has Been Nominated for UTI CNBC TV 18 Financial Advisor Awards 2012-13 in NRI category.

News And Events

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BM Fiscal Pvt. Ltd. various news from around the world and events that occur with date and venue are provided.

OUR SERVICES

01

CUSTOMIZED FINANCIAL PLANNING

02

GOAL BASED INVESTMENTS

03

RETIREMENT PLANNING

04

RISK PROFILING & ASSET ALLOCATION

05

PROTECTION PERSPECTIVES

WHAT MAKES US DIFFERENT

100 Percent Compliance

We go the extra mile to put ethical procedures that are over and above the necessary legal and regulatory compliance

Financial
Independence

We help you become financially independent & maintain a long- lasting rewarding relationship.

Transparency and Efficiency

We have adopted a 100% transparent fee based model for our services, instead of a commission & brokerage based system.

DISCLOSURES

" Time in the Market beats Timing in the Market."

 

 

Ken Fisher

Fisher Investments

Recieved

Resolved

Total Pending #

Pending Complaints > months

Average Resolution Time (in days)

Annexure B

Complaint Data:

Data for the month ending -

Sr. No.

Received

from

Pending at the end of the month

Recieved

Resolved

Total Pending #

Pending Complaints > Months

Average Resolution Time

(In days)

Directlv from investors

0

0

0

0

1

0

2

SEBI

(Scores)

3

Other sources

(If any)

0

0

0

0

0

Annexure B

Complaint Data:

Data for the month ending - Aug 2022

Sr. No.

Received

from

Pending at the end of the month

Received

Resolved

Total Pending #

Pending Complaints > months

Average Resolution Time (in days)

1

Directly from investors

0

0

0

0

2

SEBI

(Scores)

3

Other sources

(If any)

0

0

0

0

Investment Advisory - Number of Complaints - Aug 2022

Sr. No.

Month

Carried forward from

previous month

Recieved

Resolved

Pending 

1.

April 2022

0

0

0

0

2.

May 2022

0

0

0

0

3.

June 2022

0

0

0

0

0

0

0

0

4.

July 2022

5.

Aug 2022

0

0

0

0

Total

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.

Trend of Annual Disposal of complaints

Sr. No.

Year

Carried forward from

previous year

Recieved

Resolved

Pending 

1.

2018-2019

0

0

0

0

2.

2019-2020

0

0

0

0

3.

2020-2021

0

0

0

0

4.

2021-2022

0

0

0

0

*Inclusive of complaints of previous years resolved in the current year.

#Inclusive of complaints pending as on the last day of the year.