Yes, we are a SEBI Registered Investment Adviser (RIA), Registration Number: INA100016327. Only SEBI registered RIAs are allowed to mention themselves as Investment Advisers. We have been allotted the license after meeting SEBI’s numerous guidelines on qualifications & experience in order to provide you with the right financial advice.

No, wealth advisor and investment advisor aren’t the same. Investment advisors are registered with SEBI, which ensures that Invested Advisors are regulated, have ethical and fiduciary duties. 

Registered IAs also have certain minimum qualification and experience, which ensures that they can do their job with efficiency and effectiveness.

A SEBI registered financial adviser’s advice is valuable as it is individually curated, after a proper risk and goal assessment of each & every client. 

Investment Advisors work on Fee-ONLY basis whereas brokers or distributors may be enticed to push clients into instruments that fetches them highest commissions/brokerage.

We are well regulated by the regulatory body SEBI. Fee-ONLY advisers can advise you only direct plans, wherever applicable, which implies that we DO NOT earn any commission from third parties, thus, only suggesting schemes which are in your best interest.

We are SEBI registered & 100% legally compliant. We have a well-qualified investment adviser and an equally qualified team which works in the background to prepare the best possible financial plan for you. Your money also remains in your custody and it never changes hands from client to adviser.

Our Investment Adviser has a combined professional experience of 12 years working as a professor of finance in Delhi University and working with a US based global financial research company. (Read more about us).

He is an Economics graduate & has a degree in MBA-Finance. He is a Certified Investment Banker, CIB & has cleared the NET-Junior Research Fellowship (JRF) conducted by UGC and is pursuing PhD in the field of finance to further his knowledge in the area.

Not only does it breach our ethical code, being a Fee ONLY Investment Adviser (IA), our only source of income is the fee charged from the client. 

IA carries on its activities independently, at an arms-length basis with its related parties. 

SEBI circular SEBI/HO/IMD/DF1/CIR/P/2020/182 dated September 23, 2020 clearly states that IAs shall, wherever available, only advice direct plans of products & services.

In simple words, we provide with you unbiased financial & investment advice. We follow a systematic approach to bring you a customized plan according to your risk appetite & future goals and help you align your objectives and investments.

This includes Insurance planning, Tax planning, Investment planning, Retirement planning as well as Will planning to name a few, depending on your personal requirements 

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We are 100% SEBI compliant and follow strict guidelines when it comes to data storage and data confidentiality. 

Before collecting any data, we sign a client-advisor service agreement which clearly specifies that we WILL NOT share your data with any third-party and your personal data is used only internally by us to provide you with the best possible financial advice.

We have a hybrid model of working, so we are very comfortable meeting you online. We also have an offline presence for those who would like to meet us in-person. 

We generally meet our domestic as well as NRI clients through one of the online platforms including, but not limited to, Microsoft Teams, Google Meet, Zoom, Skype as per your convenience.