Investment Advisory
As a SEBI registered Investment adviser, we offer Investment advisory service to assist in deciding on financial plan / instrument based on risk profile of an individual his current and future needs mapped to the suitability of such instrument. No investment product is sold or compensation received with respect to instrument on which advice is given. Advisory Services are commenced after signing of the Investment Advisory agreement.
Services
Consultation/ One-off advice
For Individuals who want to consult on specific personal finance matter or desire review of existing investments or strategy.
Advisory with periodic review
For Individuals desiring limited advise on one or two specific area of personal finance (e.g investment of a specific corpus amount or only Retirement Income plan).
Advisory with Financial Planning & Portfolio Monitoring
For Individuals preferring to cover multiple areas of personal finance (investments, asset allocation strategies, tax savings & any other financial other objectives) and want their financial plans and investment portfolio to be monitored ongoing basis.
Type of Products / securities on which Investment advice is rendered
Equity Shares, Debentures, Bonds, Corporate deposits, Mutual Funds & Exchange Traded Funds, Government Bonds and any such securities approved by SEBI from time to time.
Fees
- Fees is charged on annual basis based on scope of work as agreed upon at the time of engagement.
- Advisory fees is agreed upon and mentioned in Investment Advisory agreement as per SEBI (Investment Advisers) Regulations 2013.
Address
InvestEdge Consulting
“Commercial Point”,
79 Lenin Sarani, Unit: 509,
5th Floor, Kolkata-700013
sanjay.roy@investedgeconsulting.com
Phone
+91 33 22267743