We are actually BasuNivesh Charge Solely Monetary Planners !!


We’re happy to tell you that we now have transitioned from being an Particular person RIA to a Non-Particular person RIA as BasuNivesh Charge Solely Monetary Planners!

BasuNivesh Fee Only Financial Planners

My aspiration to turn out to be a SEBI RIA started as quickly as SEBI launched RIA Rules in 2013. Regardless of being a CFP with over 5 years of expertise again then, I used to be ineligible to use as a result of being an undergraduate on the time. Consequently, after ending my commencement, I submitted my utility in 2017 and obtained my particular person SEBI RIA registration in 2018. I shared this achievement by way of my weblog publish titled “Introducing Charge-Solely Monetary Planning Service!“.

Causes behind transferring from Particular person RIA to Non-Particular person RIA

# To extend our enterprise

It is very important observe that when a person RIA’s ACTIVE consumer rely reaches 150, they’re required to stop their particular person RIA enterprise and procure a non-individual RIA license in the event that they intend to proceed serving greater than 150 energetic purchasers.

Subsequently, transitioning from serving particular person RIAs to serving non-individual RIAs permits us to develop our companies to a bigger viewers and develop our enterprise.

# No change in service

Simply because we moved from particular person RIA to non-individual RIA doesn’t imply there’s any change in service choices. The payment, course of, and dedication will stay the identical as the way it was earlier.

Please test the knowledge concerning the service particulars of our mounted fee-only monetary planner providing on the “Fastened Charge Solely Monetary Planning Service“.

# We might have a workforce

At current, our workforce consists of two members. However, we anticipate that just a few extra people will probably be becoming a member of us quickly. In my capability as a principal officer of the agency, I’ll stay the first level of contact and bear full accountability.

# Our registered workplace is in Bangalore, however we provide companies nationwide and worldwide.

Provided that our registered workplace is positioned in Bangalore, usually results in the query of whether or not our companies are solely for Bangalore residents. Nevertheless, with technological progress, bodily distance is now not a barrier. Subsequently, our companies cater to people in Bangalore, in addition to different areas in India and across the globe.

Conferences may be organized and performed effortlessly by way of Google Meet, Skype, or Whatsapp calls, whereas information may be exchanged through e-mail.

Consequently, our companies are accessible to everybody, no matter their location.

In conclusion, I want to categorical my gratitude to my family members, supporters, weblog followers, and purchasers who’ve been instrumental in my running a blog journey. Their unwavering assist and encouragement have motivated me to transition from a person RIA to a non-individual RIA.

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