| Serial Number | 98046131 |
| Word Mark | PORTFOLIOIQ |
| Filing Date | Friday, June 16, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 9, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 14, 2024 |
| Goods and Services | 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 |
| Pseudo Mark | PORTFOLIO IQ |
| Goods and Services | Financial services, namely, providing investment portfolio management and analysis services; investment advisory services; providing financial information and advisory services to investors |
| Goods and Services | Business consulting services in the field of investments |
| Goods and 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 |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 20, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 20, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 20, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 20, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | VY Labs Technologies Pvt Ltd. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Gurgaon Haryana-1 IN |
| Party Name | VY Labs Technologies Pvt Ltd. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Gurgaon Haryana-1 IN |
| Event Date | Event Description |
| Tuesday, June 20, 2023 | NEW APPLICATION ENTERED |
| Thursday, July 20, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 6, 2024 | ASSIGNED TO EXAMINER |
| Thursday, April 11, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, January 9, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, January 9, 2025 | TEAS REQUEST TO DIVIDE RECEIVED |
| Thursday, January 9, 2025 | SOU TEAS EXTENSION RECEIVED |