To establish a SEBI-registered BR Fiduciary Investment Advisory LLP in India, you must comply with the Securities and Exchange Board of India (SEBI) regulations, which outline specific requirements and processes for registration. Here’s how you can empower your clients.
- +91 95 3753 0799
- brinvestmentadvisory@gmail.com
- Working Hours: Monday to Saturday 10:00 AM - 06:00 PM
FINANCIAL TOOLS
GOAL BASED PLANNING FINANCIAL HAELTH CHECK FINANCIAL FACT FINDER
FINANCIAL TOOLS
GOAL BASED PLANNING FINANCIAL HAELTH CHECK FINANCIAL FACT FINDER
FINANCIAL TOOLS
GOAL BASED PLANNING FINANCIAL HAELTH CHECK FINANCIAL FACT FINDERWho We Are
SEBI Registered
BR Fiduciary Investment Advisory LLP
Investment
Decision
Enabling clients to make their investment decisions in a right way. Enabling clients to make informed and confident investment decisions is a cornerstone of effective financial advisory. This involves a blend of personalized guidance, behavioral insights, and structured processes.
Experienced
People
Backed by experienced group of people, Only fee based advisory. If you’re seeking fee-only investment advisory services in India, it’s essential to understand the regulatory framework and identify reputable SEBI-registered professionals who operate on a fee-only basis.
Our Services
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Investment Advisory
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Research & Insights
Personalized investment strategies based on thorough market analysis and individual client goals.
Regular market reports and insights to keep clients informed about market trends & investment opportunities.
Our Products Offerings
Stock Advisory
We provide short term & long term, fundamental & technical stock ideas as per clients risk profile.
Mutual Funds
We have selected mutual fund schemes based on clients risk profile, time horizon and their goal.
Fixed Income Securities
We have variety of fixed income products like bonds, debentures, debt mutual funds.
PMS / AIF
We have wide range of third party PMS and AIF.
Pre IPO / Private Equity
This is our unique offerings for HNI and high risk profile clients.
Statutory Info
Complaint Data to be displayed by IAs
Formats for investors’ complaints data to be disclosed monthly by IAs on their website/mobile application:
Data for the month ending Apr 30, 2025:
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# | Pending complaints > 3 months | Average Resolution time^(in days) |
|---|---|---|---|---|---|---|---|
| 1. | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2. | SEBI(SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3. | Other Sources(if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month, divided by the total number of complaints resolved in the current month.
Number of complaints received during the month against the IA due to impersonation by some other entity.
Trend of monthly disposal of complaints:
| Sr.No. | Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | Apr, 2025 | 0 | 0 | 0 | 0 |
| 2 | May, 2025 | 0 | 0 | 0 | 0 |
| 3 | June, 2025 | 0 | 0 | 0 | 0 |
| 4 | July, 2025 | 0 | 0 | 0 | 0 |
| 5 | Aug, 2025 | 0 | 0 | 0 | 0 |
| 6 | Sep, 2025 | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as of the last day of the month.
Trend of Annual disposal of complaints:
Grand Total: 0
| Sr. No. | Year | Carried forward from previous year | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1. | 2022-23 | 0 | 0 | 0 | 0 |
| 2. | 2023-24 | 0 | 0 | 0 | 0 |
| 3. | 2024-25 | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.
| Sr. No. | Financial Year | Compliance Audit Status | Adverse Remark | Action Taken Report |
|---|---|---|---|---|
| 1 | FY 2024-25 | Conducted | Action Taken Report | |
| 2 | FY 2023-24 |
Complete name of Investment adviser as registered with SEBI
BR Investment Advisory
Type of Registration
Non-Individual
Registration number, validity of registration
Registration Number INA000019433 Validity Perpetual
Complete Address with telephone numbers
Registered office: 404, Neptune Prime, Nr. ABS Tower, OP Road, Vadodara-39007
Telephone: (91) 95 3753 0799
Contact Details of the Principal Officer
Bharat Saglani – (91) 95 3753 0799 / brinvestmentadvisory@gmail.com
Corresponding SEBI regional/local office address
SEBI Bhavan, Western Regional Office,
Panchvati 1st Lane, Gulbai Tekra Road, Ahmedabad – 380006, Gujarat
Tel. Board: 079-27467018-20
E-mail: sebiwro@sebi.gov.in
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CONTACT INFO
404, Neptune Prime, Nr. ABS Tower, OP Road, Vadodara-39007
Phone: (91) 95 3753 0799
Open: Monday to Saturday 10:00 AM – 06:00 PM