SEBI Registered Investment Adviser · INA000023232

Clear, unbiased advice for your investments

Independent, fee-only investment advice built around your goals, your risk profile and your time horizon.

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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.

You pay an advisory fee directly. No commission is received from any product recommended to you.

Every recommendation follows a documented risk profiling and suitability assessment.

Fees, scope of service and disclosures are set out in a written agreement before any advice begins.

Advice that covers the full picture, from a one-time portfolio review to an ongoing financial plan.

A written plan covering your goals, cash flows, emergency fund, insurance needs and investments, reviewed periodically.

Asset allocation and product recommendations matched to your risk profile, with no commission from any product manufacturer.

An unbiased review of your existing mutual funds, stocks and other holdings, with clear suggestions on what to keep, change or exit.

Estimating the corpus you need, the savings required to reach it and a withdrawal strategy for your retired years.

Separate investment strategies for children's education, a home purchase or any other milestone that matters to you.

A structured assessment of your risk capacity and tolerance, as required by SEBI, before any advice is given.

A simple, documented process as laid down under the SEBI (Investment Advisers) Regulations, 2013.

We understand your goals, current finances and what you expect from the engagement.

An advisory agreement is signed and your risk profile is assessed and shared with you.

You receive recommendations with the rationale behind them. The decision to act is always yours.

Your plan and portfolio are reviewed as markets and your circumstances change.

Get in touch for an introductory discussion. There is no obligation to engage.