What we offer

We at Hebbar Investment Advisors believe that Trust, Knowledge and Discipline is the hallmark of our services. We provide simple, conflict free, No Commission based investment advice. What you pay to us is the only revenue for us.

We believe in long term relationship with clients, at the same time we want our clients to climb through Financial knowledge and can steer their investment journey on their own after association with us for the first year. If this is not possible we can always hand hold through the journey for later years as well.

We construct client portfolios using predominantly mutual funds & ETFs (Exchange Traded Funds). For the debt component, we use a combination of EPF/PPF/NPS and debt mutual funds. We believe in passive investing approach (practiced by Benjamin Graham & Warren Buffet, legendary investors), that would entail buy and hold for long-term. We believe our clients have their day job that will consume most of their precious time between work and family and hardly any time is left for constant monitoring of direct equity and market movements.

Rs. 15,000 for 1st year

Rs. 9,000/year from 2nd year onwards

for Resident Indians only

Risk Profiling
Review of Net worth – All existing assets & liabilities
Insurance planning - Review of Existing Insurance covers (Medical, Health) & Adequacy of the same
List out Financial Goals (retirement, child education, housing, vacation, vehicle etc)
Review of Financial Goals, affordability & prioritisation
Suggestion on Asset Allocation
Preparation of detailed Investment Plan
Determination of Emergency / Liquidity Planning
Management of existing loans, decision to close, continue and related actions.
Monthly investment schedule based on investment plan
Tax efficient investment advice
Advice on all financial matters related to the client during the period of this agreement
Quarterly 30 minutes of “Review Meeting”
Mode of Delivery: Online
Estimated Delivery Time: 2 to 3 weeks

Includes

No advice on Shares / stocks / Future & Options / PMS / AIF (Alternative Investment Funds) / Crypto Currencies / other unregulated products
No advice on overseas Investing
No Tax filing or advice.

Excludes

Gururaja Hebbar B.com, FCMA, MBA (Finance)

Founder of Hebbar Investment Advisors

SEBI RIA Number : XXXX

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Contact Us

Gokula, 9th Cross, Bhuvaneshwarinagara, BSK 3 Stage, Kathriguppe, Bengaluru - 560085

+91 9945200130

gururajahebbar@yahoo.com