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Client Onboarding

Client Onboarding

Client Onboarding

Eligibility

This service is suitable for individuals and families who:

want a long-term approach, and

are comfortable following a structured advisory process

Engagement is subject to suitability and acceptance.

Documents Required

Typical requirements may include:

KYC documents

Basic financial information and income details

Existing investment summaries (where applicable)

Risk profiling questionnaire

Advisory agreement and engagement documentation

How to Begin

1. Submit a consultation request

2. Initial discussion to understand requirements and suitability

3. Formal onboarding and advisory engagement initiation

Regulatory Disclosure

Pritesh Shah is registered with the Securities and Exchange Board of India (SEBI) as an Individual Investment Advisor under SEBI (Investment Advisers) Regulations, 2013. Registration granted by SEBI does not imply endorsement. Investments are subject to market risks.

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