Roadmap
Built in stages.
Distribution today. Research, portfolio management, an alternative investment fund and our own mutual fund house next. Every stage sits on its own registration.
Only stage 00 is offered. Nothing in stages 01–04 is available, and we are not inviting interest in it. This page is not an offer of any service, and we make no representation that any registration will be granted. No dates appear here on purpose: approvals sit with the regulator, not with us.
00
Live
Distribution
Mutual funds, listed bonds and insurance. Three registrations, one standard of disclosure.
RegistrationAMFI ARN ARN-XXXXXX · Bonds through SEBI-registered OBPP OBPP partner name · IRDAI IRDAI reg. no.
01
Next
Research & recommendations
Published research and recommendations, the same for every subscriber.
Registration requiredSEBI Research Analyst. Personalised, client-specific advice would need a separate Investment Adviser registration.
02
Planned
Portfolio management
Discretionary portfolios managed in the client's own name.
Registration requiredSEBI Portfolio Manager
03
Planned
Alternative Investment Fund
A Category III AIF for qualified investors.
Registration requiredSEBI AIF, Category III
04
Planned
Asset management company
Vandercrest's own mutual fund house.
Registration requiredSEBI (Mutual Funds) Regulations, 1996
Licensed first. Launched second.
Each capability reaches the live pages on the day its registration is in hand. Not the day we apply. Until then, it appears here and nowhere else.