Clear, unbiased advice for your investments
Independent, fee-only investment advice built around your goals, your risk profile and your time horizon.
Why work with a registered adviser
An Investment Adviser registered with SEBI is bound by a fiduciary duty to act in the client's best interest.
Fee-only advice
You pay an advisory fee directly. No commission is received from any product recommended to you.
Suitability first
Every recommendation follows a documented risk profiling and suitability assessment.
Full transparency
Fees, scope of service and disclosures are set out in a written agreement before any advice begins.
Services
Advice that covers the full picture, from a one-time portfolio review to an ongoing financial plan.
Financial Planning
A written plan covering your goals, cash flows, emergency fund, insurance needs and investments, reviewed periodically.
Investment Advisory
Asset allocation and product recommendations matched to your risk profile, with no commission from any product manufacturer.
Portfolio Review
An unbiased review of your existing mutual funds, stocks and other holdings, with clear suggestions on what to keep, change or exit.
Retirement Planning
Estimating the corpus you need, the savings required to reach it and a withdrawal strategy for your retired years.
Goal Based Investing
Separate investment strategies for children's education, a home purchase or any other milestone that matters to you.
Risk Profiling
A structured assessment of your risk capacity and tolerance, as required by SEBI, before any advice is given.
How it works
A simple, documented process as laid down under the SEBI (Investment Advisers) Regulations, 2013.
More about the adviserIntroductory discussion
We understand your goals, current finances and what you expect from the engagement.
Agreement and risk profiling
An advisory agreement is signed and your risk profile is assessed and shared with you.
Written advice
You receive recommendations with the rationale behind them. The decision to act is always yours.
Periodic review
Your plan and portfolio are reviewed as markets and your circumstances change.
Have a question about your investments?
Get in touch for an introductory discussion. There is no obligation to engage.
Contact Us