Investment Advisory
Personalised investment guidance built around your risk profile, time horizon and life goals, with no commission earned on anything we recommend.
What this covers
Advisory begins with understanding your full financial picture rather than your appetite for a particular product. We map your income, obligations, existing holdings, tax position and the goals you are actually investing for, then build an asset allocation that reflects all of it.
Recommendations span listed equity, mutual funds in direct plans, debt instruments and cash management. Where a product does not earn its place in your portfolio, it is left out.
How the fee only model changes the advice
Our entire revenue comes from fees you pay us directly. We receive no commission, trail, brokerage or incentive from any fund house, insurer, platform or distributor. That is a regulatory position under SEBI's Investment Adviser regulations, and it is the reason the advice can be the same advice we would give ourselves.
What you receive
- A documented risk profile and investment policy
- A written asset allocation with the reasoning behind it
- Specific recommendations, including which instrument and in what proportion
- Execution guidance on where and how to transact
- Periodic review and rebalancing as your circumstances change
Who this suits
Professionals and founders with growing surpluses, families consolidating scattered holdings, and investors who have been sold products and now want a plan. There is no minimum portfolio requirement to have the first conversation.
Other services
Talk it through with a fiduciary adviser
A free consultation, no product pitch, no obligation.