Investment Advisor

Investment Advisor
Segment Registration No. Validity of registration
Investment Advisory INA000017903 Apr 24, 2023 - Perpetual
Investment Adviser Administration and Supervisory Body (IAASB) 1982 Apr 26, 2023 - Perpetual

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 :

Sr. No. Financial Year Compliance Audit Status Remarks, If any Audit Reports
1. 2023-2024 Client Level Segregation Certificate Completed Link
2. 2023-2024 Annual Compliance Audit Report Completed Link
3. 2024-2025 Client Level Segregation Certificate Completed Link
4. 2024-2025 Annual Compliance Audit Report Completed Link