Advice that starts with your life, not the market.

Anudeep Yadav is a SEBI Registered Investment Adviser offering goal-based financial planning and equity portfolio advisory. Every recommendation follows a written risk profile and a suitability assessment — never a tip, never a promise of returns.

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Fee-only advisory
No funds or securities handled
No hidden commissions
Direct (non-commission) products advised
Written agreement & risk profiling

Regulatory identity

Name of Investment Adviser: Anudeep Yadav
Type of registration: Individual
SEBI Registration No.: INA000020961
Validity: 25 August 2025 – Perpetual
BSE Enlistment No.: 2315
SEBI profile: Verify on sebi.gov.in
BSE profile: Verify on bseindia.com

Investor complaints status — month ending August 2026: received 0, resolved 0, pending 0. See the full complaints table.

About the Adviser

A single adviser, accountable to you and to SEBI.

Anudeep Yadav Individual Investment Adviser SEBI Reg. No. INA000020961

Anudeep Yadav is an Individual Investment Adviser registered with the Securities and Exchange Board of India and enlisted with BSE Limited, the Investment Adviser Administration and Supervisory Body (IAASB), under enlistment number 2315.

The work is deliberately narrow. We do not sell products, we do not accept your funds or securities, and we earn nothing except the advisory fee you agree to in writing. Where a product has a direct (non-commission) plan, that is what gets recommended — because the alternative would put our interest ahead of yours.

Advice is given only after a documented risk profile and a suitability assessment, and it is reviewed with you on an ongoing basis. Everything material — fees, conflicts of interest, the limits of what we can and cannot do — is set out in the advisory agreement before any engagement begins.

Fiduciary by design

No distribution services to you or your family, no commissions, no incentive to churn a portfolio.

Plan first, securities later

Insurance and risk cover, goals and cashflows come before any conversation about individual stocks.

Fees within SEBI limits

Charged under the fixed-fee or Assets under Advice mode, within the ceilings SEBI prescribes for individual and HUF clients.

Services

Two ways to work together.

Both are advisory engagements. In neither case do we execute trades, hold your money, or take custody of your securities.

Financial planning, including equity portfolio

An engagement that begins with a review of your personal risk profile, then structures your goals against your financial position. It covers:

Advisory on insurance-related risks for the family.
Shortlisted goal-based investment portfolios.
Advisory on maintaining a generic diversified portfolio for growth or income, depending on your requirement.
Advisory on specific securities, based on your assessed risk profile.

How the fee works

In line with SEBI guidelines, a fixed fee is charged for lower Assets under Management slabs, for a period of one year from the date of the agreement. For middle to higher AUM, the fee is a fixed percentage of AUM per annum. The annual fee is payable in four quarterly instalments, each at the beginning of the quarter.

One-time second opinion on pre-managed assets

A single, self-contained review for clients who want an independent opinion on assets currently being managed elsewhere — typically through a Mutual Fund Distributor (MFD).

The review is carried out on your existing holdings, subject to compliance with the processes stipulated by SEBI for such engagements, and ends with a written opinion. There is no ongoing obligation on either side afterwards.

Independent look at what you already hold.
Suitability checked against your own risk profile, not the product's marketing.
Direct-plan alternatives identified where they exist.

Read the detail

What we will never do: guarantee a return, accept funds or securities into our account, execute a trade without your specific and positive consent on every trade, or ask for your trading, demat or bank login credentials and OTPs.

Discuss your requirement

Regulatory

SEBI disclosures, in full and in plain sight.

Everything SEBI requires an Investment Adviser to publish is on a single page — registration particulars, the Investor Charter, the Most Important Terms and Conditions, complaint data, the grievance escalation matrix and the annual compliance audit status.

Registration details

Name, type of registration, registration number, validity, address, contact details and the associated SEBI office.

Investor Charter

SEBI's Investor Charter for Investment Advisers, published as an official SEBI document.

Grievance redressal

How to raise a complaint, the escalation matrix, and the SCORES and SMART ODR routes.

Open the SEBI Disclosures page

Monthly disclosure

Investor complaints status

Published in the format prescribed in Annexure C of the SEBI Master Circular for Investment Advisers, and updated within 7 days of the end of every month.

Investor complaints — data for the month ending August 2026

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

Scroll the table sideways to see all columns.

Number of complaints received during the month against the Investment Adviser due to impersonation by some other entity: 0

Inclusive of complaints of previous months resolved in the current month. Inclusive of complaints pending as on the last day of the month. Average resolution time is the sum total of time taken to resolve each complaint in days, in the current month, divided by total number of complaints resolved in the current month.

Monthly and annual disposal trends

Next step

Tell us what you are trying to solve.

Send a short note about your situation — goals, existing investments, what is worrying you — and we will tell you honestly whether an advisory engagement helps, and which of the two services fits.

Send an enquiry +91 99101 09683