Unit Trust Of India Investment Advisory Limited (Mumbai)

Name: Unit Trust Of India Investment Advisory Limited
Address: Commerce Center 1, 8 Th Floor, Mumbai, 400 005
Telephone: 9122-218-0074

Unit Trust Of India Investment Advisory Limited is a large advisory firm based in Mumbai. It manages $51.45 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Unit Trust Of India Investment Advisory Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Unit Trust Of India Investment Advisory Limited: assets under management

The assets under management (AUM) of Unit Trust Of India Investment Advisory Limited is $51.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Unit Trust Of India Investment Advisory Limited for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Unit Trust Of India Investment Advisory Limited

Rajagopalan Rangarajan joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Unit Trust Of India	Shareholder	1 Jun 1988	75% - 100%	foreign
Joseph Simon Mascarenhas	Chief executive officer	1 Jul 1999	Other	4445020
Meleveetil Damodaran	Chairman of uti	1 Jul 2001	Other	4447431
Rajagopalan Rangarajan	Chief executive officer	1 Oct 2002	Other	4603122

Based in Mumbai

The principal office where Unit Trust Of India Investment Advisory Limited performs its advisory services is located at Commerce Center 1, 8 Th Floor, Mumbai, 400 005, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 9122-218-0074 or by fax 9122-218-8859/8692. The normal business hours are 9:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.utiias.com.