Regulatory Disclosures

This practice operates exclusively on a fee-only basis. No commissions, referral fees, trail fees, or any other compensation is received from product manufacturers, distributors, or any third party.

Fees are charged under the Fixed Fee Mode as permitted under Regulation 15A of the SEBI (Investment Advisers) Regulations, 2013.

The maximum fee chargeable is ₹1,51,000 per annum per family of clients as specified by SEBI. This cap is reviewed by IAASB every three years.

Specific fee amounts, payment schedules, and refund terms are detailed in the individual Advisory Agreement entered into with each client prior to commencement of services.

Fees are not linked to investment performance, portfolio value, or any specific product recommendation.

Rahul Rajgopal Wealth Advisor follows a structurally conflict-free, fee-only advisory model. No commissions, referral fees, incentives, or non-monetary benefits are received from any product manufacturer, distributor, or third party.

The adviser does not engage in distribution or execution of securities transactions. The family of the adviser does not provide distribution services to advisory clients.

Any material conflict of interest — actual or potential — is disclosed to the client in writing before the relevant recommendation is made.

The adviser does not accept gifts, hospitality, or other inducements from product providers that could influence advisory objectivity.

Conflict of interest disclosures are updated in the advisory agreement whenever new conflicts arise.

Investments in the securities market are subject to market risks. Read all related documents carefully before investing.

Past performance of any security, investment strategy, or advisory recommendation is not indicative of future results.

This practice provides advisory services only. No assurance, guarantee, or indication of returns is provided.

Registration granted by SEBI, membership of BASL, and certification from NISM does not in any way guarantee the performance of the intermediary or provide any assurance of returns to investors.

Advisory outputs are based on client-provided information. Incomplete or inaccurate inputs may affect the quality and suitability of recommendations.

For products and services outside the regulatory purview of SEBI, clients acknowledge that SEBI's grievance redressal mechanism does not apply. Specific disclosures will be provided for any such services.