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PORTFOLIOIQ
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 09 Jul 2024

Last Applicant/ Owned by

JMD Megapolis, Village Tikri, Sohna Road

Gurgaon

IN

Haryana-1

Serial Number

98046131 filed on 16th Jun 2023

Registration Number

N/A

Correspondent Address

Jessica L. Rothstein

JESSICA L. ROTHSTEIN GOODWIN PROCTER LLP

NEW YORK, NY 10018

UNITED STATES

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

PORTFOLIOIQ

Providing online non-downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; providing online non-downloadable software for fund operations and investment portfolio management; providing online non-downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; providing Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing online non-downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; providing online non-downloadable software for fund operations and investment portfolio management; providing online non-downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; providing online non-downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; providing online non-downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial services, namely, providing investment portfolio management and analysis services; investment advisory services; providing financial information and advisory services to investors


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Business consulting services in the field of investments


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; downloadable software for fund operations and investment portfolio management; downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98046131

Mark Type

No Service Mark

Attorney Docket Number

No 152235367122

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
09th Jul 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
14th May 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
14th May 2024PUBLISHED FOR OPPOSITION
24th Apr 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11th Apr 2024APPROVED FOR PUB - PRINCIPAL REGISTER
06th Mar 2024ASSIGNED TO EXAMINER
20th Jul 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
20th Jun 2023NEW APPLICATION ENTERED