Frequently Asked Questions

Let us help answer the most common questions you might have.

An Investment Advisor is an advisor who advises clients on monetary investments for a fee. “Investment advice” is an advice relating to investing in, purchasing, selling or dealing in securities or investment products, and advice on investment portfolio containing securities or investment products (including investment planning) for the benefit of the client.

SEBI regulations apply to investment advisors regarding registration, certification, capital adequacy, risk profiling and suitability, disclosures to made, code of conduct, records to be maintained, manner of conducting inspection, etc. All registered advisors need to obtain certificate from SEBI that mandates they meet these regulations.

Yes, any investment in equity comes with certain risks. A prudent investor understands that there are risks to any and every investment. Our philosophy and approach to investing aims at minimizing portfolio risk and at the same time maximizing returns potential. We continuously monitor our recommended investments so that timely actions can be taken when needed. Market returns do vary across asset classes and due to changing dynamics. While this involves risk – it also awards the opportunity for benefit of gaining from these variations.

Our fee structure is governed by SEBI regulations. We charge an annual fee of 2.5% (excluding GST) of Assets Under Advice.

InvesQ’s stock portfolio should be viewed as a part of Equity allocation in an investor’s financial plan. Thus, though we look for a reasonable minimum investment commitment from an investor towards our offering; an ideal allocation to our expertise depends on the financial status and risk profile of an investor.