Last updated: 1 May 2026
Vision
To provide professional, fee-only investment advice that puts the investor's interest above all else, and to make every recommendation transparent, auditable, and aligned with the investor's long-term goals.
Mission
- Render unbiased advice based on the investor's risk profile, time horizon, and goals.
- Maintain clear disclosure of fees, conflicts of interest, and limitations of advice.
- Use due diligence on every product before recommending it.
- Respect investor confidentiality and protect personal data.
Services we provide
- Investment planning and goal-based portfolio construction.
- Asset-allocation recommendations across mutual funds, equity, debt, unlisted, REITs, gold, and insurance.
- Periodic portfolio review and rebalancing suggestions.
- Tax-efficient withdrawal planning.
Rights of the investor
- The right to be treated fairly and with respect.
- The right to receive advice in your language of choice (English or Hindi).
- The right to know your advisor's SEBI registration and credentials.
- The right to a written agreement before advisory services begin.
- The right to know exactly what fees you pay and to whom.
- The right to be informed of any conflict of interest, before the recommendation.
- The right to confidentiality of your financial and personal data.
- The right to seek redressal through Peculiex's grievance process and SEBI SCORES.
Investor responsibilities
- Provide complete and accurate information at onboarding.
- Inform us promptly of any change in your financial situation, goals, or contact details.
- Read and understand all offer documents before investing.
- Understand that all investments carry risk, including loss of principal.
- Maintain a written record of all advice received and instructions given.
Service standards
| Activity | Timeline |
|---|---|
| Onboarding (post KYC) | 1 business day |
| Investment plan delivery | 3 business days |
| Portfolio review | Quarterly |
| Grievance acknowledgement | 1 business day |
| Grievance resolution | 15 business days |
Do's & don'ts
Do's
- Verify the SEBI registration number before engaging.
- Ask for a written investment plan with clear fees.
- Keep records of every advisory recommendation.
- Review your portfolio at least annually.
Don'ts
- Don't act on tips or recommendations from unregistered persons.
- Don't share your demat or login credentials with anyone — including us.
- Don't invest in products you don't understand.
- Don't chase past returns at the expense of your risk profile.