📞 Free Consultation — Shefali Garg, SEBI RIA
Schedule Your Strategy Call
Fee-Only · No Obligation · Fiduciary
1Duration
2Schedule
3Details

Choose the call length that works best for you:

⏱ 15 Minutes Intro & Goal Discovery First-time investors and quick portfolio queries
📞 30 Minutes In-Depth Strategy Session HNIs, NRIs and complex wealth situations
Speak with Shefali — Free 15 or 30 min call
← Back to home
Compliance

Investor Charter

Published as required by SEBI for every registered Investment Adviser.

About this page

SEBI requires every registered Investment Adviser to display the Investor Charter prominently on its website. The official text is prescribed by SEBI in the Annexure to its Investor Charter circular for Investment Advisers, and must be published as issued rather than paraphrased.

Action needed before launch: paste the official Annexure text from the current SEBI circular into the block marked below. It should be taken from the SEBI circular itself, or supplied by your compliance adviser, so that the wording on this page matches the regulator's wording exactly.

SEBI circulars →

Adviser details

Name of Investment AdviserShefali Garg
Trade nameInvestopedia India
Type of registrationIndividual Investment Adviser
SEBI registration numberINA000018355
Validity of registrationPerpetual
BASL membership number2040
Registered office464, 1st Floor, Sector 45, Gurugram 122003, Haryana
Telephone+91 9821611667
Emailinfo@investopediaindia.com
Principal Officer[ to be confirmed ]
Compliance Officer[ to be confirmed ]
Corresponding SEBI regional office[ to be confirmed ]

Official Investor Charter text

Paste the official SEBI Annexure text here. It covers vision and mission, business transacted by the Investment Adviser, services provided to investors, the grievance redressal mechanism and its timelines, the rights of investors, and the do's and don'ts expected of investors.

Where to raise a complaint

The escalation path is set out in full on our grievance redressal page, and the monthly status of complaints is published on our complaints status page.

Talk it through with a fiduciary adviser

A free consultation, no product pitch, no obligation.