SEBI Registration

Registered Portfolio Manager

InvestValue Capital Pvt. Ltd. is a SEBI-registered Portfolio Manager under the SEBI (Portfolio Managers) Regulations, 2020.

Important Notice

SEBI registration does not certify, guarantee, or endorse the performance of the portfolio manager. Registration does not imply that SEBI has approved or recommended the services offered.

Key Documents

Download important documents related to our Portfolio Management Services

Risk Disclosure

Investments in securities are subject to market risks. Equity, debt, derivatives, mutual funds, and structured products carry specific risks including market volatility, liquidity risk, credit risk, interest rate risk, model risk, and regulatory risk.

There is no assurance or guarantee that the objectives of any portfolio or investment approach will be achieved. Past performance, if any, is not indicative of future results.

Investors are advised to read all related documents carefully and consult their financial advisors before making investment decisions.

Conflict of Interest & Group Associations

InvestValue Capital is part of the InvestValue group, which includes InvestValue Fintech Pvt. Ltd. and Invest4Edu Pvt. Ltd. In case group entities are engaged for distribution or advisory services, all commissions and conflicts, if any, shall be disclosed upfront.

Clients retain full right to opt out of such services.

Investor Disclaimer

Investments in securities are subject to market risks. Read all related documents carefully before investing. InvestValue Capital Pvt. Ltd. does not guarantee or assure any returns. SEBI registration does not certify performance. This website does not constitute an offer or solicitation for buying or selling any securities. The contents are for informational purposes only and should not be construed as investment advice.

Client Complaints

Month Carried Forward Received Resolved Pending Total Pending Avg. Resolution Time
0 0 0 0 0 N/A

Note: Average Resolution Time = (Total resolution time for all complaints in the month) ÷ (Total complaints resolved in the month).