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What does a SEBI Registered Investment Adviser do?
What does a SEBI Registered Investment Adviser do?
A SEBI Registered Investment Adviser provides personalised investment and financial advice while acting in the client's best interests under a fiduciary obligation.
What is a fee-only adviser?
What is a fee-only adviser?
A fee-only adviser is compensated directly by clients and does not earn commissions from product manufacturers or investment providers.
Do you guarantee returns?
Do you guarantee returns?
No. Investments are subject to market risks and no guaranteed returns, assured profits or capital protection are promised.
Will you manage my money or hold my funds?
Will you manage my money or hold my funds?
No. Client money and investments always remain under the client's ownership and control. The Investment Adviser does not accept custody of client funds or securities.
Who can benefit from your services?
Who can benefit from your services?
Anyone seeking structured financial guidance, including salaried professionals, business owners, young investors, families and retirees.
How are advisory fees charged?
How are advisory fees charged?
Fees are communicated transparently before onboarding and are charged in accordance with applicable SEBI regulations.
How often will we review my financial plan?
How often will we review my financial plan?
The frequency of reviews depends on the service model agreed upon and significant life events or changes in financial circumstances.
How can I verify your registration?
How can I verify your registration?
You may verify the registration details using the registration number displayed on this website through the official SEBI intermediary portal.
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