Ayush Sharma Investment Advisory
Your Trusted Partner for Wealth Creation & Financial Growth
SEBI Compliant Advisory Services
Transparent, segregated pricing for Research & Investment Advisory. No hidden fees, complete compliance.
MBA
Finance, IIFT
6+
Years Consulting & Finance Industries
SEBI
Dual Registered Professional
100%
Compliance & Transparency
Why Choose Our Advisory Services
Professional. Transparent. Results-Driven. As a dual SEBI-registered research analyst and investment advisor, we provide both independent research insights and comprehensive investment advisory services. Our clear service segregation ensures full regulatory compliance while delivering exceptional value.
“Professional approach with deep analytical skills. The research quality and systematic methodology gives me confidence in every investment decision.”
Research Advisory Services
SEBI Research Advisory Services
Under SEBI Research Analyst Reg. No.: INH000021429 | Pure research and analysis services – no portfolio management or execution
Market Pulse
₹1,999
per quarter
Independent market research and stock analysis
Pure Research Service – Try Before You Invest
Pure Research Service – Try Before You Invest
- Weekly market commentary and outlook
- 3-4 high-conviction stock research reports quarterly
- Sector rotation analysis and market timing insights
- Technical and fundamental analysis reports
- Research-only WhatsApp updates
- No investment advice or portfolio recommendations
- Cancel anytime with flexible terms
Premium Research
₹3,999
per quarter
Comprehensive research with detailed analysis
Enhanced Research Coverage
Enhanced Research Coverage
- Daily market insights and research updates
- 6-8 detailed stock research reports quarterly
- Industry and sector deep-dive analysis
- Economic trends and policy impact analysis
- Priority research support via call/WhatsApp
- Quarterly research webinar access
- Comprehensive research documentation
Try Our Research First
Experience our research quality with no commitment. Clear fee structure with no overlapping charges.
Investment Advisory Services
SEBI Investment Advisory Services
Under SEBI Investment Advisor Reg. No.: INA000020475 | Comprehensive portfolio advisory and investment guidance services
Portfolio-Based Advisory Pricing (Quarterly)
Growth Investor
₹5,000
Portfolio: ₹10L – ₹25L | Per Quarter
- Quarterly portfolio review and rebalancing
- Personalized investment recommendations
- Goal-based investment planning
- Monthly advisory reports and updates
- Direct advisor access via phone/email
- Tax optimization strategies
- Performance tracking and reporting
Professional Investor
₹12,000
Portfolio: ₹25L – ₹75L | Per Quarter
- Monthly portfolio management and optimization
- Advanced investment strategies and execution guidance
- Priority advisor access with 4-hour response
- Tax optimization strategies and guidance
- Monthly review calls and strategy sessions
- Estate planning guidance and wealth structuring
- Access to exclusive investment opportunities
Elite Investor
₹30,000
Portfolio: ₹75L – ₹3 Crores | Per Quarter
- Comprehensive wealth management advisory
- Weekly portfolio monitoring and strategic updates
- Family office-style investment coordination
- Wealth planning and investment structuring
- 24/7 advisor access for urgent matters
- Custom investment solutions and structures
- Quarterly face-to-face strategy meetings
Premium Investor
₹37,500
Portfolio: ₹3+ Crores | Per Quarter
- Ultra-premium concierge investment service
- Dedicated relationship manager assignment
- Weekly one-on-one strategy consultations
- Comprehensive multi-asset class advisory
- Exclusive investment opportunities access
- International investment advisory support
- Complete financial ecosystem management
Specialized Advisory Services
Goal Achiever
₹3,999
per quarter
Goal-specific investment advisory
Minimum Portfolio: ₹8L
Minimum Portfolio: ₹8L
- Goal-specific portfolio construction and advisory
- Monthly progress tracking and course corrections
- SIP and systematic investment optimization
- Goal milestone alerts and strategy adjustments
- Advisory support for goal achievement
- Risk-adjusted portfolio recommendations
- Fees automatically adjusted when upgrading to higher tier
Portfolio Health Check
₹2,999
one-time advisory
Comprehensive portfolio analysis and advisory
Minimum Portfolio: ₹8L
Minimum Portfolio: ₹8L
- Complete portfolio analysis and advisory report
- Investment restructuring recommendations
- Risk assessment and optimization advice
- 45-minute advisory consultation session
- Benchmark comparison and performance advisory
- Actionable improvement roadmap
- Fees automatically adjusted when upgrading to ongoing advisory
Fair Fee Structure
Our transparent pricing ensures you only pay for the service level you choose. Total quarterly fees are adjusted when upgrading to prevent double charging.
Why Choose Professional Advisory Services
Service Aspect
DIY Investing
Professional Advisory
Research & Analysis
Time-consuming, limited access
Professional, comprehensive analysis
Portfolio Strategy
Ad-hoc, emotional decisions
Systematic, goal-oriented approach
Risk Management
Trial and error learning
Professional risk assessment
Time Investment
Hours of daily research
Focus on your career/business
Frequently Asked Questions
What’s the difference between Research and Investment Advisory?
Research Advisory provides market analysis, stock research, and insights without specific investment recommendations. Investment Advisory includes personalized portfolio advice, investment recommendations, and ongoing portfolio management guidance.
Can I start with Research and upgrade later?
Absolutely! We encourage starting with our Research services to experience our expertise. When you upgrade to Investment Advisory, your fees are automatically adjusted to prevent double charging.
How do you ensure SEBI compliance?
We maintain strict separation between Research (INH000021429) and Investment Advisory (INA000020475) services. All fees are within SEBI limits, and services are provided under respective registrations with full regulatory compliance.
What if my portfolio grows beyond my current tier?
We’ll proactively suggest tier upgrades as your portfolio grows. Transitions are seamless with fee adjustments to ensure you always pay appropriate rates for your portfolio size.
30-Day Satisfaction Guarantee
We’re committed to your financial success. If you’re not completely satisfied with our advisory services within 30 days, we’ll provide a full refund. Your success is our priority.