In accordance with the para 18 (1) of the IA Regulations:

An investment adviser has disclosed following material information about itself to the client to take an informed decision on whether or not to avail its services in compliance with the IA regulation 18(1).

 

Name:

Neuron Wealth Advisors LLP
Address: 803, Mauryansh Elanza, Nr. Shyamal Cross Roads, Satellite, Ahmedabad-380015, Gujarat, India.
No. of Branches: Only Head Office at Ahmedabad location. 

No Branches.
Registered with: Securities Exchange Board of India 
Registration as: Investment Advisor
Registration Type: Non Individual
Registration No: INA000016481
Valid Unto: 20/12/2021 to Perpetual
SEBI Link (for verification): https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=13
Brief about the Services: Neuron Wealth Advisors (NWA) provides holistic wealth advisory services that covers all the aspects of financial or investment life. 

The services may include working as a multi-family office or family CFO of the client’s family and provide advice for wealth protection, wealth creation, Wealth enjoyment, wealth utilization, wealth management, wealth sustenance, wealth transition and wealth preservation for multiple generations. 

The investment advice would be based on and after considering the Client’s family needs, financial goals, expectation, risk profile, tax laws, domestic and global economic conditions financial market scenario, compliance requirements, and all other relevant information.
Team:
  • Dr. Hamsa Thota (USA), Innovation Expert, Mentor
  • Jigar Patel, Principal Officer and a Person associated with Investment Advice
  • Mayank Patel, CFA, Venture Capital / Private Equity Consultant, Ex-CEO of Cradle, a start-up incubation centre at Entrepreneurship Development Institute (EDI) of India
  • Ruchita Thakor, MBA-Finance, Investment Support
  • Urvashi Shelke, MBA-Finance, Operation/Queries Support
  • Bijal Shah, B.Com, Back Office Support
  • Chandrasheel Mehta, Insurance Consultant, registered with IRDA
  • Reecha Patel, CA, CPA, DISA, Income Tax Consultant
  • Sajan Rathod, CA, Income Tax Consultant,
  • Drashti Sapariya, Administrative Support
  • Chirag Darji, IT/Web, E-commerce Consultant
Brief about Principal
Officer and the person associated with Investment Advice:		 Mr. Jigar Patel, Principal Officer and Person Associated with Investment Advice, is a Chartered Accountant from India (1999), MBA-Finance from University of Illinois, Chicago (2003), USA, a CFA Charter holder from CFA Institute, USA since 2011 and a Certified Public Accountant (CPA) from USA. 

With 20+ years of experience, he has developed ingenuity for Simplifying Financial Life and established himself as a trusted advisor for Multi-Generational Wealth Management. He helps clients make informed decisions about protecting, creating, accumulating, preserving, complying, utilizing, distributing, and enjoying Wealth.

Jigar has given presentations on Investments, Taxation and Global Compliance around the world, including at GOOGLE in California and MICROSOFT in Seattle, USA. His book on NRI Investments and Taxation is being published on Amazon and his articles have been published in magazines in India and in USA. He has organized webinars, shares his views on TV, and has been writing blogs at that have been viewed by visitors from 60+ countries and have 6500+ comments. 

Jigar is a mentor at the Entrepreneurship Development Institute of India (EDI) for students and start-ups businesses since 2015 and a volunteer for the CFA Society India for its Ahmedabad chapter since 2012.
Nature of relation with other Team members: Team members other than Mr. Jigar Patel, include experts in the respective field like insurance, private equity, venture capital, taxation, law, research, back office, etc. and includes support team. They may not be in the employment of the firm and are not the persons associated with the investment advice. 

They have agreed to provide their services on a consulting basis as a value addition service to the clients. They may be self-employed, employed by other organization or retired. They have agreed to provide their expert service as and when required for fees or on pro bono basis, depending on the nature and complexity of the work. 
Disciplinary Action: No disciplinary action has been taken by SEBI or other financial or professional regulator against principal officer, person associated with investment advice or the team members.
Other Important Aspects:
  • Act as a Fiduciary: Legally obligated to put Client’s interest before our own
  • Earn income only as fees from the Client: Not allowed to earn commission or brokerage or other consideration from third person.
  • Invest in direct plan of investments saving costs by lower expense ratio
  • Comply with SEBI Investor Advisor Regulations, and Guidelines
  • Periodic reporting to SEBI and Audit by SEBI
  • Comply with CFA Institute’s Code of Ethics and Standard of Professional Conduct 
Fees: “Together-We-Grow’ Model: As per Agreement based on Asset Under Advice (AUA) basis as specifically included in Schedule B and C of the Agreement.
Other Terms and conditions: As per Agreement