A Structured, Transparent Advisory Journey
From discovery to ongoing reviews, Investment Climb Advisory follows a proven framework that combines data-driven insights with clear communication and SEBI-compliant documentation at every step.
Step-by-Step Engagement
Each stage builds on the previous one so that you have complete clarity on what to expect, the documentation required, and the actions we will jointly undertake.
Initial Discovery
A complimentary consultation to understand your current situation, financial goals, family responsibilities, and expectations from a fiduciary adviser.
- ✓Detailed fact-finding questionnaire
- ✓Understanding goals, timelines & priorities
- ✓Clarifying service scope and engagement model
- ✓Discussing fee-only fiduciary framework
Data Gathering
We request detailed financial documents and statements to ensure our analysis reflects your current portfolio and risk exposure accurately.
- ✓Net-worth & cash-flow worksheet
- ✓Existing investment & insurance details
- ✓Risk profiling & behavioural questionnaire
- ✓Regulatory KYC and engagement paperwork
Analysis & Plan Drafting
Our advisory team builds a comprehensive plan covering goal funding, asset allocation, contingencies, taxation, and estate considerations.
- ✓Scenario modelling & stress testing
- ✓Strategic & tactical asset allocation
- ✓Insurance, liquidity & contingency review
- ✓Tax-efficiency & debt management recommendations
Plan Presentation & Agreement
We walk you through the recommendations, clarify assumptions, and align priorities before finalising the engagement roadmap.
- ✓Interactive presentation session
- ✓Clarifying trade-offs & action priorities
- ✓Documented plan & implementation roadmap
- ✓Signing the SEBI-mandated client agreement
Implementation Support
We assist with account changes, product switches, and execution checklists to ensure recommendations are actioned seamlessly.
- ✓Account opening / consolidation support
- ✓Execution priority matrix & timelines
- ✓Access to curated product shortlists
- ✓Coordination with allied professionals as needed
Ongoing Review & Monitoring
We provide periodic reviews, portfolio health dashboards, and proactive check-ins to keep you aligned with evolving goals.
- ✓Semi-annual or annual review meets
- ✓Portfolio performance & risk dashboards
- ✓Rebalancing and tactical advisories
- ✓Reviewing life events & regulation updates
Documentation, Transparency, and Coordination
As a SEBI-registered Investment Adviser, we maintain rigorous documentation and proactively share updates so you never have to wonder about the next step.
Engagement Documentation
Client agreement, disclosure documents, and risk profiling forms are issued digitally for signature and archival as per SEBI regulations.
Fee Transparency
All fees are communicated upfront with GST applicability and invoicing schedules; no commissions or third-party remuneration is accepted.
Dedicated Support
Clients receive access to a secure communication channel and periodic newsletters summarising regulatory updates and advisory actions.
Ready to Experience a Structured Advisory Process?
Schedule a discovery call and we will guide you through each stage with complete transparency, accountability, and documentation.