Shishir Agarwal, RIA

Beware of Imposters

I do not call or solicit any business from investors. I am not present on any platform for now, nor do I offer any trading applications. I, Shishir Agarwal, am not responsible for any damages arising from use of or reliance on any information from unofficial communication channels. Any first contact other than from the email address mentioned in this website is to be treated as fake.

Disclaimer

Registration granted by SEBI, enlistment of IA with exchange and certification from NISM in no way guarantees performance of the intermediary or provides any assurance of returns to investors. Returns are always subject to various risks associated with each type of investment.

Registered Investment Adviser (SEBI)

Transparent, client-first advisory services to optimise your investments and long-term returns.

SEBI Registration No: INA000020703

Services Offered

Strategic Reallocation

Strategic reallocation of your portfolio / overall investments to optimise weighted average returns over medium to long term.

Equity Advisory

Equity advisory, based on proprietary algorithms developed through years of equity investment experience.

Tax Advisory

Navigating the complex tax eco-system to optimise outflows while remaining 100% compliant.

Mutual Funds Advisory

Advising best performing mutual funds, balancing your risk profile and reward expectations.

Fee Structure

Strategic Reallocation: Flat Rs. 7,500 per iteration (payable in advance)
Equity Advisory: Capped at 2.50% per annum of Assets Under Advice (AUA), payable quarterly in advance.
Tax Advisory: Fee depends upon how complex your current income and investment profile is, as this affects the time and effort in analysis and recommending changes.
Mutual Funds Advisory: Capped at 0.50% per annum of Assets Under Advice (AUA). Fee is payable in advance per annum.

Disclosures & Policies

Conflicts of Interest

I am not associated with any investment houses and do not receive any commissions.

Grievance Redressal

For grievance redressal, please contact me directly. You may also lodge complaints via:

SEBI regional/local office address:
Plot No. C 4-A, G Block, Near Bank of India,
Bandra Kurla Complex, Bandra East,
Mumbai, Maharashtra 400051
https://scores.gov.in

Risk Profiling

As per SEBI regulations, clients must complete a Risk Profile Questionnaire (RPQ) form. Please reach me using the contact information provided below to obtain this form.

Contact Information

Address: 1702, 17F, Hiranandani Parks, Chatsworth II, Senthamangalam, Village Kanchipura, Chennai, Tamil Nadu, 600002

Landline: +91-4449506601

Mobile: 09741123223

Email: shishir75@yahoo.com