Clear answers about our service scope, distinction between research and advisory, fee structures, regulatory safeguards, and engagement processes.
Wealth Compounder offers equity research and personalised investment advisory, including portfolio review and advisory where agreed. The deliverables, fees, and terms of each service are explained and formally documented before engagement.
Equity research analyses investment opportunities and presents independent research conclusions regarding companies and valuations. Personalised investment advisory goes further by considering your personal financial circumstances, financial goals, risk profile, and investment horizon when developing tailored recommendations.
Personalised recommendations are provided through our investment advisory service after the relevant information gathering, risk profiling, and suitability assessment. Equity research subscriptions, by contrast, provide general fundamental analysis and coverage notes without individual customization.
Yes, through our portfolio review and advisory service. The review assesses your existing investments in relation to your objectives, risk profile, diversification, sector exposure, and investment horizon, providing an objective forensic diagnosis.
No. Wealth Compounder operates on a strict non-discretionary advisory model. We do not manage client accounts, execute transactions, or hold custody of client funds or securities. Clients retain 100% control over their trading and depository accounts with their chosen brokers and execute recommendations at their discretion.
No. Investments in securities markets involve risk, including the potential loss of capital. Research, advice, and past performance do not guarantee future investment outcomes. Wealth Compounder does not make assurances or promises of guaranteed returns under any circumstances.
Services are delivered through encrypted email, our secure client repository portal, and scheduled virtual strategy sessions. The specific format and frequency depend on the selected service and agreed terms in your engagement agreement.
Review frequency is specified in your advisory engagement. Comprehensive reviews are typically conducted quarterly, alongside event-driven reviews if material company disclosures occur. Clients are also encouraged to notify us whenever personal financial circumstances or milestones change.
Fees are shared transparently before engagement. We operate on a fee-only model with zero distributor commissions or rebates. Please refer to our services page or contact us directly for the fee schedule of the specific service you are considering.
Submit an enquiry through our contact form. We will explain the relevant services, share the terms, and guide you through the applicable onboarding and risk suitability assessment process.
Contact our designated Grievance Officer, CA Shivam Dugaya, at grievances@wealthcompounder.in. Full details of our multi-tiered complaint resolution timeline and regulatory escalation channels (SEBI SCORES 2.0 and SMART ODR) are available on our Grievance Redressal page.
Our team is pleased to explain our service boundaries, methodology, and onboarding steps.
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