SEBI Registered Investment Adviser Reg. No. INA000000000 BASL Membership No. 0000 Valid till DD-MM-YYYY
Investax WealthAdvisory & Research

Fee-only · SEBI-registered · Direct plans

Advice that is paid for by you, not by the product.

Investax Wealth gives investment advice and equity research for a disclosed fee. We take no commission from any fund house or issuer, so the only thing our recommendation has to serve is your goal.

Check your risk profile Get a second opinion
No distribution income Written advice with reasons You keep control of execution

Advisory services

One adviser for the whole portfolio

Every engagement starts from your goals and risk profile, and ends in written advice you can act on through any platform you choose.

Goals · cash flow · retirement

Financial planning

A written plan that links each goal to an amount, a date and an asset allocation, then shows the monthly saving it needs.

  • Goal mapping with inflation
  • Emergency fund and insurance adequacy check
  • Retirement corpus and withdrawal plan
Try the goal planner →
Direct plans only

Mutual fund portfolio advice

We build the portfolio around allocation first and fund choice second, and recommend direct plans so no commission comes out of your return.

  • Asset allocation and category selection
  • Fund selection with written rationale
  • SIP and step-up plans
Start with a consultation →
Second opinion

Portfolio review

Bring your existing holdings. We check allocation drift, fund overlap, concentration, cost and tax impact, then tell you what to keep, switch or stop.

  • Overlap and concentration report
  • Regular-to-direct switch analysis
  • Rebalancing plan with tax effect
Request a review →
Research desk

Equity research

Company and sector research built on a fixed framework: business quality, financial strength, growth and management, valuation and risk.

  • Stock and sector notes
  • Rating definitions and disclosures on every report
  • Model portfolio reviews
Open the research desk →

How it works

From first call to ongoing review

Each step below is part of how a SEBI-registered adviser must work. Nothing is recommended before your risk profile and suitability are on record.

  1. Discovery call

    We understand your goals, income, existing investments and what you need help with. No charge.

  2. KYC and risk profiling

    We record your KYC and complete a formal risk profile covering capacity, tolerance and horizon.

    IA Regulations, reg. 16

  3. Agreement and fee

    You sign an advisory agreement with the Most Important Terms and Conditions. Fees are paid only through banking channels.

    MITC per SEBI circular, Feb 2025

  4. Written advice

    You receive a plan with the reasons for each recommendation and how it suits your profile.

    IA Regulations, reg. 17

  5. You implement

    You invest through your own platform, in direct plans. We never hold your money or ask for your login or password.

  6. Review

    We review the portfolio at agreed intervals and when your circumstances change, and advise on rebalancing.

Planning tools

Start with your own numbers

Both tools run in your browser and save nothing. They are illustrations, not advice; your formal risk profile is done at onboarding.

Indicative risk profile

When will you need most of this money?
If your portfolio fell 20% in a year, you would
How stable is your income?
Emergency fund in place?
Experience with equity or equity funds
Your indicative profile Moderate

Goal planner

Goal cost then
—
Savings will grow to
—
Monthly SIP needed
—

Assumes the return and inflation you enter, compounded monthly. Returns are not guaranteed and market-linked investments carry risk.

Fees

One fee, shown up front

You choose how you pay: a fixed annual fee or a percentage of the assets we advise on. Either way, the fee is in your agreement before any advice is given.

Fixed fee mode ₹00,000 / year
  • Financial plan and portfolio advice
  • 2 scheduled reviews a year
  • Written advice on request between reviews
AUA mode 0.0% of assets advised
  • For larger portfolios
  • Billed quarterly on the advised value
  • Includes research access
SEBI ceiling, per family ₹1,51,000 or 2.5% AUA
  • Maximum an adviser may charge an individual or HUF family a year
  • Excludes statutory taxes
  • You can switch fee mode with consent

Pay fees only by bank transfer, UPI, cheque or the payment link on your invoice, in the name of [Company Name] Private Limited. We never accept cash, and we never ask you to transfer money for investment to us.

Book a consultation

Talk to an adviser

The first call is free and carries no obligation. Tell us where you are and we will call back within one working day.

Phone / WhatsApp
+91 98890 38100
Email
advisory@investaxindia.com
Office
Registered office address, North West Delhi 110039
Working hours
Monday to Saturday, 10:00 to 18:30