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Investment Advisory Services

Investment and portfolio guidance.

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Overview

Investment and portfolio guidance.

Fees₹5,000 – ₹15,000Professional fee. Government fees, if any, are extra.
TimePer meeting
LawSEBI (Investment Advisers) Regulations, 2013

Documents Required

Keep these ready. Send them on WhatsApp or through our secure upload link.

Required If applicable

Applicant KYC

  • PAN cardName and date of birth must match Aadhaar
  • Aadhaar cardMobile number linked for OTP
  • Passport-size photographRecent, plain light background
  • Mobile number and email IDClient's own; used for portal OTPs

Investor profile

  • Risk profile questionnaire
  • Current holdings (demat, MF CAS)
  • Goals and time horizon
  • Income and expense summaryIf applicable.

Requirements can change with government notifications. We confirm the final list when you start.

How It Works

01Send documentsShare the documents listed above on WhatsApp or through our secure upload link.
02Review & quoteWe check what is missing and confirm the fee and timeline before we start.
03We do the workOur team prepares, files and follows up. You approve before anything is submitted.
04Proof & updatesYou receive the acknowledgement or certificate, with WhatsApp updates at every step.

FAQs

How do I send my documents?

Send clear photos or PDFs on WhatsApp at +91-9687879221, or ask for our secure upload link. You do not need to visit the office.

How long does Investment Advisory Services take?

Usually per meeting, once all documents are received. Government processing time can vary.

What are your fees?

Our professional fee is generally ₹5,000 – ₹15,000. Government fees, if any, are extra. We confirm the exact amount before starting.

Do you serve clients outside Rajkot?

Yes. We work with clients across India through our online process, with WhatsApp updates at every step.

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Let's Get Started

Send your documents on WhatsApp and we will share a checklist and fee quote.

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