Frequently asked questions

Why should I work with a SEBI registered Investment Advisor?

Because it means you’re getting advice that’s regulated, unbiased, and always in your best interest. No hidden agendas, just honest guidance.

Is an investment advisor the same as a mutual fund distributor?

Not quite. Distributors earn commissions when you buy products through them. We don’t. Our only focus is helping you choose what’s truly right for you.

How much do you charge?

We follow a fixed, transparent fee structure as per SEBI rules. We’ll share the exact amount after understanding your needs.

Is the fee refundable?

No. Once we start working together, we invest our time and expertise fully into your plan, so the fee is non-refundable.

How does it work?

We start by understanding your goals, analyse your finances and risk appetite, and create a tailored plan. We then guide you on the next steps and keep reviewing your progress.

What can I expect from the service?

Clear, personalised advice that’s focused on your goals, regular check-ins, and a partner to keep you financially on track.

Who do you work with?

Individuals, families, and professionals who want to build wealth in a structured, long-term way.

Will my data be safe with you?

Absolutely. Your privacy matters to us, and we follow strict measures to keep your data safe and confidential.