Portfolio Review | SEBI Investment Adviser INA000019974 | ExpertsBazaar
SEBI Registered Research Analyst (INH000020679) & Investment Adviser (INA000019974) · RA & IA services are strictly segregated per SEBI undertaking
SEBI Investment Adviser · INA000019974 · KYC Required

Portfolio
Review Service

Understand where you stand. Know what to change.

A comprehensive, personalised review of your existing investments — covering what you hold, whether it matches your risk profile and goals, and what adjustments may be appropriate for your situation.

KYC mandatory: SEBI regulations require all advisory clients to complete KYC verification and risk profiling before any investment advice is provided. This service is under SEBI IA Registration INA000019974.
KYC
Mandatory Before Advice
1 : 1
Personalised Consultation
SEBI
IA Regulated INA000019974
100%
Written Fee Disclosure
₹
Transparent Flat Fee
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From intraday education to long-term wealth building — choose the service that matches where you are today.

SEBI Investment Adviser · INA000019974

Portfolio Review Service

A comprehensive, personalised assessment of your existing investments — mapped against your risk profile, goals, and timeline. Written report + 1-on-1 consultation call.

  • Full audit of mutual funds, stocks, FDs, insurance-linked products
  • Risk profiling & suitability assessment (SEBI mandatory)
  • Goal mapping — retirement, education, home purchase
  • Written advisory report with actionable recommendations
  • 1-on-1 consultation call with Ashutosh Kumar Gupta
KYC Mandatory: Risk profiling, KYC verification, and signed advisory agreement required before any advice is given. Fee disclosed in writing before engagement.
Book a Consultation →
Mandatory Requirements Before Any Advisory Service Begins Under SEBI Investment Adviser Regulations 2013, ExpertsBazaar must complete the following before providing any advice: (1) KYC verification, (2) Risk profiling and suitability assessment, (3) Advisory agreement including MITC, (4) Written fee disclosure. No advice will be given until all steps are completed.
Is This Right for You?

Who This Service Is For

Suitable for investors who want clarity on their current portfolio — not someone looking for stock tips or quick returns.

You have investments but no clear strategy
You’ve accumulated mutual funds, stocks, or FDs over the years but aren’t sure if they’re working toward any specific goal.
You want to align investments with your goals
Retirement, children’s education, buying a home — your investments should be working toward specific, defined goals with a clear timeline.
You’re unsure about your risk exposure
Not sure how much risk your portfolio carries or whether it matches your actual comfort level and financial capacity.
You want a SEBI-registered, conflict-free second opinion
Professional, regulated advice on your portfolio — not a recommendation driven by commission or product sales.
Service Scope

What’s Included

A structured, thorough review of your complete financial picture — not a one-size-fits-all template.

1
Complete Portfolio Assessment
A full review of everything you currently hold — mutual funds, direct equity, FDs, insurance-linked products, and other assets mapped against your actual goals.
2
Risk Profile & Suitability Check
SEBI-prescribed risk profiling to understand your tolerance, investment horizon, and financial capacity. All advice is checked for suitability against this profile.
3
Goal Mapping & Gap Analysis
We identify your short, medium, and long-term financial goals and assess whether your current portfolio is on track — or where the gaps are.
4
Written Advisory Report
A clear, written report with findings and specific recommendations suitable for your risk profile and goals. All advice documented per SEBI requirements.
5
1-on-1 Consultation Call
A dedicated call with Ashutosh to walk through the report, answer questions, and discuss next steps. You leave with a clear understanding of your situation.
6
Follow-up Support
Post-review support to address follow-up questions on the report. You will not be left with unanswered questions about your own portfolio.
Transparent Fee Structure

Choose the Plan That Fits Your Goals

All plans are fee-only and SEBI-compliant. Fee is confirmed in writing before any work begins — no surprises.

🥉
Starter Plan
One-Time Review
₹5,000
 
  • One-time portfolio review
  • Detailed advisory report
  • 1 consultation call (30–45 mins)
  • No follow-up tracking
  • No rebalancing updates
Best for: First-time users / quick review
Popular
🥈
Growth Plan
6 Months Support
₹12,000
₹2,000 / month effective
  • Everything in Starter
  • 2 Portfolio Reviews (Initial + 3 Months)
  • WhatsApp / email support
  • Rebalancing suggestions
  • Market condition-based adjustments
Best for: Active investors who want guidance
🥇
Wealth Builder
12 Months Support
₹20,000
₹1,666 / month effective
  • Everything in Growth
  • 4 Portfolio Reviews (Quarterly)
  • Priority support
  • Tactical allocation changes (market phases)
  • Entry/Exit timing guidance (within compliance)
  • Continuous goal tracking
Best for: Serious investors building long-term wealth

All fees are disclosed in writing before the engagement begins as required under SEBI IA Regulations 2013. Fees include applicable taxes. KYC and risk profiling are mandatory before any service commences.

How It Works

Four Steps to Your Portfolio Review

A clear, SEBI-compliant onboarding process. Every step defined before you commit.

1
Submit Your Enquiry
Fill the consultation form. Our team will contact you within 24 hours to understand your situation, goals, and what you’re looking for from the review.
2
Complete KYC & Risk Profiling
Complete mandatory KYC documentation and SEBI-prescribed risk profile assessment. Required before any advice is provided — ensures all recommendations are suitable for you.
SEBI Mandatory
3
Sign Advisory Agreement & Fee Disclosure
Review and sign the SEBI-format advisory agreement including MITC. Fee is disclosed in writing before any work begins — no hidden charges.
SEBI Mandatory
4
Receive Your Review & Consultation
Share your current portfolio details. Receive a written advisory report, followed by a 1-on-1 call to walk through findings and recommendations.
Transparent Pricing

Fee Structure

Fees disclosed in writing before any engagement. No commissions. No hidden charges. SEBI-regulated flat fee.

SEBI IA · INA000019974
Portfolio Review
One-time comprehensive review — fee confirmed before engagement
Fee mode
Flat fee (one-time) · Disclosed in writing before engagement
Fee cap
As per SEBI IA Regulations (max ₹1,51,000 per annum per client)
Payment via
CeFCoM or direct bank transfer
Trade execution
Not included · We advise, you decide and execute independently
Conflict of interest
None · No commissions, no distribution incentives, fee-only
Exact fee is discussed and agreed during the initial call, then confirmed in writing in the advisory agreement before any work begins. Fees cannot exceed ₹1,51,000 per annum per client under SEBI fixed fee mode.
Ashutosh Gupta — SEBI Registered Investment Adviser INA000019974
Your Investment Adviser

Regulated, Accountable, Fee-Only

Investment advice should serve the client — not the adviser. As a fee-only SEBI registered Investment Adviser, there are no commissions, no product tie-ups, and no conflicts of interest.

SEBI Registered Investment AdviserRegistration No. INA000019974 · SEBI IA Regulations 2013
Fee-Only · No CommissionsAdvice paid directly by you — no third-party commissions or product incentives
Strictly Separate from RA ServicesIA and RA services maintained at arm’s length per SEBI undertaking. Clients of one cannot simultaneously access the other.
Full profile →
Common Questions

Frequently Asked Questions

Yes, without exception. SEBI requires all Investment Advisers to complete KYC before providing any investment advice. It is a regulatory requirement that ensures all advice is suitable for your specific financial situation and profile.
The RA programme (INH000020679) is a trading education service — it teaches you how to analyse markets. The IA Portfolio Review (INA000019974) is personalised investment advice on your actual financial situation and portfolio. They are completely separate services. A client of one cannot simultaneously avail the other.
No. As a SEBI registered Investment Adviser, we provide advice only. All investment decisions and execution remain entirely with you. This is a regulatory requirement under SEBI IA Regulations.
The fee is discussed during the initial call, then confirmed in writing in the advisory agreement before any work begins. You know the exact fee before committing. No fee is charged before the agreement is signed.
No. SEBI prohibits advisers from guaranteeing returns. Investment involves risk and there are no guaranteed outcomes. We provide professional advice — outcomes depend on market conditions and your own decisions.
Contact us at [email protected]. If unresolved, escalate to BSE IAASB or file via SEBI SCORES at scores.sebi.gov.in ↗.
Book a Consultation

Start Your Portfolio Review

Fill in your details. Our team will contact you within 24 hours to understand your goals and explain the process.

KYC Notice: By submitting you consent to being contacted about the IA Portfolio Review (SEBI IA INA000019974). KYC, risk profiling, and advisory agreement are mandatory before any advice is provided.
Investment Adviser Disclaimer · SEBI IA INA000019974

ExpertsBazaar (SEBI IA · INA000019974 · Ashutosh Kumar Gupta) provides personalised investment advisory under SEBI (Investment Advisers) Regulations, 2013. All services are subject to mandatory KYC, risk profiling, suitability assessment, and advisory agreement. Investment involves market risk. No guaranteed returns or outcomes are promised. ExpertsBazaar does not execute trades on behalf of clients. IA and RA services are strictly segregated per SEBI undertaking.

IA Disclosure Document SEBI SCORES ↗ Privacy Policy Terms of Use Long-term Advisory →

Structure. Discipline. Independence. A SEBI-regulated firm offering research education and personalised investment advisory — each service strictly independent of the other.

SEBI RA: INH000020679
SEBI IA: INA000019974
RA & IA services are strictly segregated per SEBI undertaking

Research (RA)

Advisory (IA)

Company

ExpertsBazaar is a SEBI Registered Research Analyst (INH000020679) and Investment Adviser (INA000019974). All RA content is for educational purposes only and does not constitute investment advice. All IA services are subject to KYC, risk profiling, and advisory agreement prior to engagement. Trading and investment in financial markets involves substantial risk of loss. Past performance is not indicative of future results. No guaranteed returns or profit claims are made. RA and IA services are strictly segregated per undertaking given to SEBI. Please read all disclosures before engaging with any service.

Registered Office: Flat No. 202, Dall Mill Road, Uttam Nagar West, Delhi – 110059  |  Branch Office: C-24, 4th Floor, Signature Global Park-2, Sector-36, Sohna, Gurugram – 122103, Haryana

Grievances: SEBI SCORES ↗

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