Personalised advice
A SEBI Registered Investment Adviser provides advice under a formal engagement, documents suitability and charges disclosed advisory fees.
HomeKnow who is advising you
Advice, distribution and education are not the same service.
The distinction matters because remuneration, responsibility, scope and suitability obligations differ.
Product intermediation
A distributor facilitates product transactions and may receive commissions from product providers. Ask how remuneration works.
General education
Articles and calculators can help you learn, but do not consider your complete circumstances and are not personalised recommendations.
Finvestor's boundary
Free tools inform. Paid engagements advise.
Public illustrations do not select securities for you. Personal recommendations are made only after profile, financial details, risk assessment, scope, agreement and applicable fees are completed.
Fees disclosedPlan price, validity and scope are confirmed before engagement.
Data handled securelySensitive client records belong in Passbook, not public web forms.
Advice documentedRecommendations and important client acknowledgements remain reviewable.