FAQ
Frequently asked questions
Can’t find what you’re looking for? Reach out and we’ll be happy to help.
Do you guarantee returns?
No. No genuine adviser can promise assured or guaranteed returns, and anyone who does should be treated with caution. Investments in securities market are subject to market risks. Our job is to help you make well-informed, suitable decisions.
How do you get paid?
Only through the advisory fee you pay us, as set out in your advisory agreement. We do not receive commissions, referral fees or any other compensation from product manufacturers.
Will you manage or trade my money?
No. We provide advice; you remain in full control of your accounts and execute transactions yourself through your own broker or platform. We never ask for your passwords, OTPs or power of attorney.
What do I need to get started?
After a free discovery call, we complete your KYC and risk profiling, then share a written advisory agreement for your signature. Advice begins only once the agreement is in place.
Do you work with NRIs?
Yes. We advise NRIs on investing in Indian markets, subject to applicable FEMA and tax regulations.
Can I cancel my plan?
Yes, you can terminate the advisory agreement at any time. Please see our refund policy for how any unexpired fees are handled.
How do I raise a complaint?
Write to our grievance officer first — details are on our Grievance Redressal page. If you are not satisfied with our response, you can escalate through SEBI SCORES or the SMART ODR portal.
Start with a conversation, not a sales pitch.
Book an introductory call to discuss your goals. We’ll explain how we work, what we charge, and whether we’re the right fit for you.