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. 20,000 for 1st year
Rs. 10,000/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
Advice on all financial matters related to the client during the period of this agreement
Half Yearly 30 minutes of “Review Meeting”
Mode of Delivery: Online
Estimated Delivery Time: 2 to 3 weeks
Includes
No advice on Shares / Stocks / Real Estate / 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 Registration #: INA000023205
Registration Type : Individual
Validity : 7th Sep 2026 till perpetual
BSE Registration # : 2567
Contact Us
Gokula, 9th Cross, Bhuvaneshwarinagara, BSK 3 Stage, Kathriguppe, Bengaluru - 560085
gururajahebbar@zohomail.in
Copyright © 2026 | Hebbar Investment Advisors| All Rights Reserved
Registration granted by SEBI (INA000023205) and certification from the National Institute of Securities Markets (NISM) in no way guarantee the performance of the Investment Adviser or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.