Investment Advisory
INTRODUCTION
At BugleRock Bhuvi, we stand by your side as trusted advisors, guiding your financial journey with clarity and conviction. Just like the enduring BugleRock in Bangalore, our foundation is built on strength, resilience, and responsibility — helping you navigate complexity with calm, precision, and foresight.
WHO WE ARE
BugleRock Bhuvi is a SEBI-registered Investment Adviser (INA200012674), offering personalized, product-agnostic, and transparent financial advisory services.
We take the time to understand your goals, risk appetite, and investment preferences. Our goal is to empower you with tailored investment strategies and independent advice, rooted in trust and driven by deep market insight. Whether you’re an individual, a family office, or an institution—we’re here to help you build, preserve, and transfer wealth confidently.
OUR SERVICES
Our approach goes beyond wealth management. We offer a comprehensive suite of advisory services designed to meet your specific needs:
Advisory Framework
- Client Profiling: Understand personal and business goals
- Risk Profiling: Define comfort with risk and growth objectives
- Custom Solutions: Tailored strategies aligned with your profile
- Goal Alignment: Match investments to life-stage needs and aspirations
- Asset Allocation: Diversify across asset classes based on liquidity and returns
- Monitoring: Periodic reviews and rebalancing for continued alignment
Manager Selection
We carefully evaluate and onboard asset managers who align with your long-term investment goals and our fiduciary principles. Our selection criteria include:
- Asset Class Expertise – Proven specialization in relevant asset categories
- Track Record – Demonstrated history of consistent and risk-adjusted performance
- Fee Alignment – Transparent fee structures linked to performance, not volume
- Communication – Clear, regular, and insightful reporting and engagement
- Investment Discipline – Adherence to defined processes and strategies
- Relationship Orientation – Focus on long-term client value over transactions
Family Office
Our family office services are designed to address the multifaceted needs of high-net-worth and ultra-high-net-worth individuals and families. We deliver:
Investment Advisory:
Strategic asset allocation and portfolio construction based on goals and risk profile
Estate & Succession Planning:
Structuring for efficient wealth transfer in coordination with legal and tax experts
Philanthropy & Impact Investing:
Advisory on setting up charitable foundations and sustainable investing strategies
Multi-Asset Investment Approach:
Diversified exposure across equity, debt, real estate, private equity, and alternatives
Intergenerational Planning
Strategies to empower the next generation and preserve family legacy
Meet Our Team
Guided by Experience, Driven by Expertise
Guided by Experience, Driven
by Expertise
Our team of visionaries and experts brings precision, insight, and dedication to guiding your financial future.
SHYAM SHENTHAR
Co-founder & Director
MANOJ SHENOY
Co-founder & CEO
SUDHINDRANATH PAI K
Co-founder & Director
SUDEEP SRIKANTASWAMY
Co-founder & Director
Rajesh Chandran
Amisha Shah
Gireesh Kulkarni
Senior Managing Partner, Private Wealth
Magesh B
Siva Kumar Perla
E A Sundaram
Executive Director & CIO - Public Markets
Rajesh Keswani
Principal Officer & Director - Public Markets
Himanshu Upadhyay
Fund Manager
Ishwar Raj
Fund Manager
Bharat M Sharda
Shyamal Patkar
Krushi Parekh
Senior Analyst
NIKHIL ARORA
Dheeraj Bharwani
Chris Wilson
Advisor
Griveances
Dear Investor,
In case of any grievance / complaint against:
BugleRock Bhuvi Investment Advisers Private Limited (formerly known as o3 Bhuvi Advisers Private Limited)
SEBI Regn No.: INA200012674 (Sebi Registered Investment Adviser)
Please note the Investor Grievance E-Mail ID: ria@buglerock.asia
Note:- Investors are requested not to send emails of general queries on the said email ID
BugleRock Bhuvi shall take genuine investor grievances seriously and shall resolve
them with the best possible efforts and in a timely manner.
Please contact the Compliance Officer
| Name | Mrs. Neha Sharma |
|---|---|
| Address | Prestige Takt, 1st Floor,
No. 23, Kasturba Road Cross, Bengaluru – 560 001 2 |
| Telephone | +91 80 6902 9000 |
| Compliance.ria@buglerock.asia |
You may also approach the principal officer:
| Name | Mr. Pranav Shenoy |
|---|---|
| Address | Prestige Takt, 1st Floor, No. 23, Kasturba Road Cross, Bengaluru – 560 001 2 |
| Telephone | +91 80 6902 9000 |
| pranav.s@buglerock.asia |
In the event the Investor is not satisfied with the resolution provided by the Customer
Services Team or the Director in charge of Customer Services Team, the Investor can
contact Principal Officer on ria@buglerock.asia or Tel – +91 80 6902 9000
Contact Us
For any queries, feedback or assistance, please contact SEBI Office on:
Toll Free Helpline at 1800 22 7575 / 1800 266 7575.
Filing Complaints On SCORES – Easy & Quick:
- Register on SCORES Portal
- Mandatory Details for filing complaints on SCORES
Name, PAN, Address, Mobile Number, E-Mail ID - Benefits
Effective Communication Speedy redressal of the grievances
Corresponding SEBI regional/local office address
Securities & Exchange Board of India
(‘SEBI’),
SEBI Bhavan, Plot No. C4-A “G”
Block,
Bandra Kurla Complex,
Mumbai – 400051, Maharashtra
https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330
https://apps.apple.com/in/app/sebiscores/id1493257302
Alternatively, if the investor has exhausted all the aforementioned options for resolution and is still not satisfied, they can initiate dispute resolution through the Online Dispute Resolution Portal (ODR).
The investor can directly initiate dispute resolution through the ODR Portal if the grievance lodged with the Investment Adviser is not satisfactorily resolved or at any stage of the subsequent escalations mentioned above. The dispute resolution through the ODR Portal can be initiated when the complaint/dispute is not under consideration in SCOREs guidelines or not pending before any arbitral process, court, tribunal or consumer forum or are non-arbitrable in terms of Indian law.
A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the
following link:- https://smartodr.in/
ODR Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-3/P/CIR/2023/191 DECEMBER 20, 2023, on "SEBI Circular Amendment to Online Resolution of Dispute”.
Governance: As fiduciaries, we are bound by SEBI regulations and uphold the highest standards of ethics and compliance.
Our governance framework ensures:
Transparent disclosures | 2. Zero conflict of interest | 3. Ongoing regulatory reporting and audits
