SEBI registered Investment AdviserINA000022765
Thoughtful investment advice designed around your financial goals, risk profile and investment horizon.
The whole arrangement, in ten lines.
Five steps, identical for every client. No advice is given until onboarding and a signed agreement are complete.
Steps 1 to 3: no advice yet
Advice begins once you have signed
We learn what you want your money to do and explain how we work. No advice is given at this stage.
KYC, a detailed look at your finances, and a risk profile measuring both your willingness and your ability to take risk.
You receive our advisory agreement, with the applicable fee information, service terms and disclosures, and sign. Only then does advice begin.
A written plan with specific recommendations, the reasoning behind each, and the risks and costs involved. You decide what to act on, through any platform you choose.
Regular reviews, and fresh ones whenever your circumstances change.
Inflation quietly raises the price of what you’re saving for. Move the sliders to see what a goal could cost when you need it, and what saving towards it might take each month.
Ten questions in two parts. The first measures how much risk you are willing to take; the second, how much your finances can bear. Your profile is the lower of the two.
This is indicative and not investment advice. Your formal profile is completed and recorded with your adviser during onboarding. Nothing you enter here is sent or stored.
With your consent, we can see your bank deposits, mutual funds and shares in one place through India’s Account Aggregator network, so advice starts from a complete and current picture.
Account linking is offered to clients during onboarding.
Pick the account types, the period of history and how long the consent lasts.
Your Account Aggregator shows exactly what we asked for. Nothing is shared until you approve there.
Your bank, depository or fund registrar sends the data directly to us, encrypted. The Account Aggregator cannot read it.
Your holdings are brought together, with the date and source of every figure.
Withdraw consent in your AA app, and we stop fetching your data.
Six capabilities, applied to your circumstances. Exactly what applies to you is set out in your advisory agreement.
Subject to the services in your signed agreement.
Good advice starts with understanding you, not with a product. Every recommendation is matched to your goals, risk profile and time horizon.
Four ideas guide our work: diversification across asset classes, disciplined decisions over reactive ones, risk-adjusted rather than headline returns, and an investment horizon matched to each goal.
Nothing here is a promise of returns. All investments carry risk, and we explain the risks before you act.
Every investment carries ongoing costs that come out of your returns. Move the sliders to watch a small yearly gap compound.
Illustration only, not advice. Assumes a one-time investment, a constant yearly return and a constant yearly cost gap between two otherwise identical options. Actual returns and costs vary.
Allvest Investment Managers Private Limited is a SEBI-registered Investment Adviser. Our approach is client-first, research-led and transparent: recommendations are suitable, reasoned in writing, and kept separate from any product sales.
The facts behind our registration, in one place.
Call us to set up a short first conversation. We will understand what you are working towards and explain how we work. This is not advice. PAN, bank and other sensitive details are collected only through secure onboarding.
After you register, everything specific to you sits behind sign-in: your profile, risk profile, advisory agreement with the applicable fee information and service terms, recommendations and review reports. Mandatory regulatory disclosures stay public on this page and are never behind sign-in.
Prototype preview
Sample view only. Sign-in is not connected in this version and no personal data is collected here.
Show the portal at stage
Access is role-based: client, adviser, compliance and administrator each see only what their role needs.
Get startedIf something has gone wrong, tell us. Each step below is available if the one before it does not resolve your complaint.
