About Us
Your Trusted Partner in Financial Planning
Investment Climb Advisory
Investment Climb Advisory is a SEBI-registered Investment Adviser (Reg. No. INA000018726) under the SEBI (Investment Advisers) Regulations, 2013.
We provide independent, unbiased investment advice and financial planning solutions tailored to client needs. Our approach follows SEBI’s code of conduct, maintaining transparency, confidentiality, and acting solely in the best interest of our clients.
Our Fiduciary Duty
As a SEBI Registered Investment Adviser, we are legally bound to act as a fiduciary. This means we are obligated to put your interests first, provide objective advice free from conflicts of interest, and maintain the highest standards of professional conduct.
Registration Details
- Legal Name:
- Investment Climb Advisory
- Brand Name:
- Investment Climb
- SEBI Registration No.:
- INA000018726
- Type of Registration:
- Individual Investment Adviser
- Date of Registration:
- 20-12-2023
- Validity:
- Valid unless cancelled by the board
Our Principal Advisor
Name: Ajeet Pandey
As a financial advisor and the founder of Investment Climb Advisory, Ajeet Pandey is deeply committed to empowering High Networth Individuals (HNIs) to achieve financial independence and create multiple streams of passive income.
His unwavering passion for wealth creation is what ignited his journey into financial advising.
His venture into the world of finance began at HDFC, where he honed his expertise and laid the foundations for a successful career in the markets. Subsequently, he joined 29k Investment Advisers Pvt Ltd over a decade ago, where he had the privilege of working closely with HNI clients. During this time, he gained invaluable experience as an advisor, helping clients efficiently structure their financial portfolios.
His role as an advisor extends across geographical borders, spanning both India and the UAE. He specializes in a wide range of financial services, including comprehensive financial planning, expert wealth management, and adept management of mutual funds, direct equity, as well as various sophisticated investment instruments, both domestically and internationally.
He is here to provide you with personalized financial guidance and support to help you achieve your financial goals. Should you ever require assistance with organizing your finances, please don’t hesitate to reach out to him via email at
ajeet@investmentclimb.comClient Testimonial
We have known Ajeet for the last ten years, and he has been managing our financial matters for the past three years.
We decided to move our funds to his own company, Investment Climb Advisory, when he started it two years ago and are happy with our decision. Ajeet manages our family funds and invests each person’s funds according to their risk appetite.
He conducts meetings at regular intervals to share updates and make any necessary changes aligned with market conditions. It is reassuring to have an expert overseeing your investments and hard-earned money.
At a time when both earning members of the family are retired, Ajeet has ensured there is a steady income without compromising the growth of the funds.
Our Approach
Independent & Unbiased
We do not receive any commissions or incentives from product manufacturers, ensuring our advice is solely in your best interest.
Transparent Fee-Only Model
Our fee structure is clear and published. We charge only for our advisory services, with no hidden costs or commissions.
Personalized Solutions
We conduct comprehensive risk profiling and suitability assessments to ensure our recommendations align with your unique goals and circumstances.
SEBI Compliance
We adhere strictly to SEBI regulations and the code of conduct for Investment Advisers, maintaining the highest standards of professionalism.
Important: Registration granted by SEBI and certification from NISM does not in any manner guarantee performance of the intermediary or provide any assurance of returns to investors.