All investments are subject to market risks. Investors are advised to read all relevant information carefully before making any investment. The value of any investment may rise or fall as a result of market changes. Past performance is not indicative of future results.
Fee Only Investment Advisers LLP (FEE-ONLY) is a SEBI Registered Investment Adviser, SEBI registration Number INA000014836.
Type of Registration: Non-Individual.
Address: 701/702 Madhava Building, E block, Bandra Kurla Complex, Bandra East, Mumbai- 400051. Phone: +91-22-40022888.
Principal Officer: Mr. Harsh Vardhan Roongta. Phone: +91-9821024892. Email: email@example.com
Corresp. SEBI office address: SEBI Bhavan, Plot No. C4-A, G Block, SEBI Bhavan, BKC, Bandra (E), Mumbai-400051. Phone: +91-22-26449950
FEE-ONLY offers financial planning and investment advisory services using direct plans/non commission earning products wherever available and charges clients a fee for advice.
In addition to financial planning and investment advisory services, FEE-ONLY also provides other services like estate planning solutions, insurance planning, loan services, investments in fixed deposits, RBI Bonds and small saving schemes for which there may be a commission/referral fee earned which would be disclosed if earned by FEE-ONLY.
There is no obligation for clients to use the implementation/ distribution services of FEE-ONLY for the above-mentioned services. FEE-ONLY or any group member/affiliate may earn a commission/brokerage/referral fee when the client chooses to use the above-mentioned services of FEE-ONLY.
Investment policy for FEE-ONLY/Partner’s investments: FEE-ONLY and/or its Partners may invest in various asset classes and/or investment products. This would be based on investment objectives which could be based on, amongst other items liquidity management, asset allocation, time horizon, and risk-return objectives.