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Investment Advisor

Your Registered Investment Advisor

Objective, transparent investment advice for long-term wealth building. SEBI-registered advisory services for discretionary and non-discretionary mandates.

Guiding You To A Better Tomorrow

Our dedicated team of experts works tirelessly to help you in achieving the aspirational lifestyle that you have always craved for.

End-to-End Investment Advisory

We provide personalised investment advice tailored to your goals, risk profile, and financial situation. Our recommendations cover asset allocation, product selection, and strategy execution to help you grow and preserve wealth over the long term.

Comprehensive Financial Planning

We design holistic financial plans covering retirement, education, insurance, taxation, and estate planning. Our goal is to ensure that every aspect of your finances is optimised to meet your life objectives while managing risk effectively.

Discover Your Ideal Plan

Ideal for investors with a portfolio size above ₹50 lakh. Cost-effective for larger portfolios,

This option is designed to align our growth with yours. We aim to keep your costs manageable as you grow

How It Works

Here is our approach for new investors to start their investment journey with FiSC Capital Equity Research Plans

Free Consultation Call

Start with a complimentary session to understand your goals, risk profile, and financial situation. We’ll guide you on whether our Advisory-Based or Distribution-Based RIA model suits you best.

Onboarding & KYC

Complete a simple onboarding form and KYC process. All your information is kept secure under a signed NDA.

Risk Profiling

Take our risk tolerance questionnaire to determine your investment comfort level.

Financial Assessment

Share details of your assets, liabilities, income, and expenses so we can prepare your Monthly Budget and Personal Balance Sheet.

Goal Planning

Define your life goals (e.g., retirement, education, home purchase) with amounts, timelines, and target returns.

Your Financial Plan & IPS

We prepare a Financial Plan and Investment Policy Statement (IPS) outlining strategies, asset allocation, and implementation steps. You review and approve before execution.

Investment Execution

We implement your plan using the agreed model — Discretionary or Non-Discretionary — and set up portfolio tracking.

Ongoing Monitoring & Reviews

We monitor performance, rebalance when necessary, and conduct periodic reviews to keep your plan aligned with your goals.

Number Of Client’s Complaints Till August 2025

Complaint SourcesPending Complaints in last monthReceived ComplaintsResolved ComplaintsTotal Pending ComplaintsPending ComplaintsAverage Resolution Time
Direct ComplaintNILNILNILNILNILNIL
SEBI (SCORES)NILNILNILNILNILNIL
OthersNIL.NILNILNILNILNIL
*Average Resolution time is the sum total of time taken to resolve each complaint in days, divided by total number of resolved. 

We Help Solve Your Financial dilemmas

We are the one stop solution for all your concerns related to investments. Do give us a try. We are just one call away from guiding you to a better tomorrow.

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