Your Trusted Partner in Financial Growth
Independent, fee-only investment advisory services backed by SEBI registration. We help you make informed financial decisions with complete transparency.
Why Choose Us?
Experience the difference of truly independent financial advisory
Fiduciary Commitment
We act solely in your best interest, following SEBI’s code of conduct with complete transparency and confidentiality.
100% Fee-Only Model
No commissions, no conflicts. We charge transparent fees only, ensuring unbiased advice aligned with your goals.
Personalized Planning
Comprehensive risk profiling and suitability assessment to ensure advice tailored to your unique financial situation.
Our Services
Tailored financial solutions designed for your unique goals
Comprehensive Financial Planning
Complete financial roadmap covering goal setting, asset allocation, tax planning, and portfolio review to help you achieve your financial objectives.
- Goal-based financial planning
- Asset allocation strategy
- Portfolio review & rebalancing
Ongoing Portfolio Advisory
Continuous monitoring and expert advice on your investment portfolio with regular reviews and strategic rebalancing recommendations.
- Continuous portfolio monitoring
- Semi-annual review meetings
- Strategic rebalancing guidance
Important Disclosures
Transparency is at the heart of everything we do
Risk Disclosure
All investments are subject to market risks. Past performance is not indicative of future returns. We do not guarantee returns or capital protection.
No Conflicts
We receive zero commissions or referral fees from any product manufacturers, ensuring completely unbiased advice.
SEBI Certified
SEBI registration ensures regulatory compliance. Content here is informational and not investment advice without proper engagement.
Number of Complaints
Monthly complaint statistics as submitted to SEBI. Updated on the last working day of every month.
Reporting frequency: Monthly
Last updated: 30 Sept 2025
Data source: Internal grievance log consolidated by the Compliance Officer
Resolution Rate (YTD)
100%
Calculated from total complaints handled during the current financial year.
Complaints received this period
0
Year to date: 0
Complaints resolved this period
0
Year to date: 0
Pending at period end
Nil
Carried forward into period: Nil
| Period | At the beginning of the period | Received during the period | Resolved during the period | Pending at period end | Reasons for pendency |
|---|---|---|---|---|---|
| September 2025 | Nil | 0 | 0 | Nil | Nil |
| FY 2024- 25 | Nil | 0 | 0 | Nil | Nil |
| FROM THE BEGINING | Nil | 0 | 0 | Nil | Nil |
Counts are reconciled on the last working day of the month using the grievance tracker and the compliance@investmentclimb.com mailbox.
For automation, filter emails addressed to compliance@investmentclimb.com with the subject prefix "Complaint" and log them in the grievance register before month-end reconciliation.
Vigilance Awareness Week 2025
Investment Climb observes VAW 2025 and promotes integrity across our platforms.
Join us in spreading awareness during VAW 2025 and strengthen the collective call for ethical conduct. Share the message with your network and take the Central Vigilance Commission's e-pledge for transparency and accountability.
Ready to Start YourInvestment Journey?
Get in touch with us to learn how we can help you achieve your financial goals with transparent, fee-only investment advice.
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