SEBI Investor Charter

As mandated by SEBI, the following Investor Charter applies to all clients of this Investment Adviser. For the complete charter, refer to SEBI's Master Circular for Investment Advisers dated February 06, 2026.

Vision

Invest with knowledge and safety.

Mission

Every investor should be able to invest in the right products based on their needs and enjoy financial wellness.

Right to Privacy

Your financial information is confidential and will never be shared without your consent.

Right to Suitability

All advice will be based on your risk profile and suitability assessment. No generic recommendations.

No Assured Returns

Returns cannot be guaranteed. All investments are subject to market risks.

Right to Exit

You may terminate the advisory relationship at any time per your agreement terms.

Grievance Redressal

Complaints addressed within 21 days. Escalate to SEBI SCORES at scores.sebi.gov.in if unsatisfied.

No Fund Management

The adviser will never hold, manage, or operate your funds or securities.

Ready to take control of your financial future?

You have read about who I am, what I do, and how I charge. If this resonates with you, write to me for a free, no-obligation introductory conversation.

Email Me >