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NOTICE IS HEREBY GIVEN THAT THE 15TH ANNUAL GENERAL MEETING OF THE MEMBERS OF AMBIT WEALTH PRIVATE LIMITED (formerly known as Ambit Wealth Management Private Limited)(THE COMPANY) WILL BE HELD ON JUNE 27, 2022 AT 02:00 P.M. AT SHORTER NOTICE AT THE REGISTERED OFFICE SITUATED AT AMBIT HOUSE, 449, SENAPATI BAPAT MARG, LOWER PAREL, 400013 AND THROUGH VIDEO CONFERENCING (VC) / OTHER AUDIO VISUAL MEANS (OAVM), TO TRANSACT THE FOLLOWING BUSINESS: ORDINARY BUSINESS: 1.To consider and adopt the audited
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01
Gather necessary personal and financial documents, including identification, income statements, and investment goals.
02
Visit the Ambit Investment Advisors Pvt. website or their local office.
03
Fill out the initial inquiry form with your basic details like name, contact information, and investment interests.
04
Schedule a meeting with an investment advisor for a detailed discussion.
05
During the meeting, discuss your financial goals, risk tolerance, and any existing investments.
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Complete any required application forms provided by the advisors, ensuring all information is accurate.
07
Review investment options suggested by the advisor and select the ones that align with your goals.
08
Finalize and sign the investment agreements to begin the investment process.

Who needs ambit investment advisors pvt?

01
Individuals looking for professional investment management services.
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People seeking personalized financial planning and wealth management.
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Clients who require guidance on asset allocation and risk management.
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Investors wanting to optimize their investment portfolio for better returns.
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Ambit Investment Advisors Pvt. is a private investment advisory firm that provides a range of services including asset management, financial advice, and investment strategies to individual and institutional clients.
Individuals or entities that utilize the services of Ambit Investment Advisors Pvt., or those who are engaging in investment activities facilitated by the firm, may be required to file necessary information and documentation as per regulatory requirements.
To fill out forms related to Ambit Investment Advisors Pvt., clients should provide accurate personal and financial information, investment goals, and other required documentation as specified by the firm during the onboarding process.
The purpose of Ambit Investment Advisors Pvt. is to offer expert financial advisory services to help clients manage their investments effectively, achieve their financial goals, and optimize their portfolio performance.
Information that must be reported includes client identification details, investment amounts, risk preferences, portfolio performance metrics, and compliance-related disclosures as mandated by relevant financial regulations.
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