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Our Advisor

Rick Holbrook has over 40 years of experience managing over $130 million for US HNIs and their families, winning several awards along the way. Rick is based in the Bay Area. He has recommendations for both stocks and ETFs, both US and Global.

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Instructions to get your CAS

  1. Visit CAMS or KFintech
  2. Enter your email, PAN, and set a password for your CAS.
  3. Select the Detailed CAS option (not the summary) from your first investment date until today or choose 1st January 2000 for convenience.
  4. Click Submit. Your CAS will be sent to your registered email. It usually arrives in about 5 minutes, but may take up to an hour.
  5. Return here, upload the CAS, and enter the chosen password to allow us to analyze it.

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