We believe in client satisfaction & treat client’s Financial Goals as our Goals.
We are SEBI Registered Investment Adviser and as per Securities And Exchange Board Of India (Investment Advisers) Regulations, 2013 we can’t receive any consideration by way of remuneration or compensation or in any other form from any person other than the client being advised, in respect of the underlying products or securities for which advice is provided. Hence we charge fee for our advisory services and earn revenue from what our clients pays. We do not sell any products hence do not earn any commission from product manufacturer or fees from referrals. When we meet our prospective clients first time we provide complete disclosure about our services and fees which ensures that you get Independent and Unbiased Advice.
We firmly believe that Financial Planning & Investment advice is important for everyone hence we do not have any minimum criteria of Net worth or AUM. We are willing to work for people from all field of life whether they have substantial investible surplus or just started career and looking for Investment to accumulate wealth.
Being SEBI Registered Investment Adviser we adhere to fiduciary standard as per Securities And Exchange Board Of India (Investment Advisers) Regulations, 2013 and act in a fiduciary capacity towards its clients which means we are required by law to act in the best interest of clients and to disclose all conflict of interest as and when it arise.
| Complaint Status for the month ending 31st July 2026 | ||||||
|---|---|---|---|---|---|---|
| Pending at the end of last month | Received | Resolved | Total Pending | Pending complaints > 3months | Average Resolution time(in days) | >Click Here for Historical Trends |
| 0 | 0 | 0 | 0 | 0 | 0 | |