Investment Advisor

KYC Form & Agreement of Investment Advisor

1. Investment Advisory Account Opening Form For Individual
2. Investment Advisory Account Opening Form_Non Individual
3. Investment Advisory Agreement

Disclosure Document Investment Advisory Services - Click here

SEBI's Mobile App on Personal Finance for investors

1. SEBI Saa₹thi Mobile App
2. SEBI Investor website (digital banners)

Principal Officer in Investment Advisory | vishal.shinde@devenchoksey.com

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SEBI(Investment Advisers) Regulations,2013 for last and current financial year are as under :