Heyy there, I am Trupti Vedak, an SEBI registered investment advisor. I am Commerce Graduate and has nearly about 15 years of experience.
To have a walkthrough about my journey Walkthrough
Have A Look At My Journey.
The journey towards becoming an SEBI registered Investment Advisor
Completed Graduation in Commerce in 2002
Worked as Tax Assistant for 4 years with a CA firm named CVK & Associates at Dadar, Mumbai.
In May 2006, I joined Priyarth Ventures Pvt. Ltd., AMFI Registered Mutual Fund Distributor, as Accounts Executive and subsequently was looking after customer relations for mutual fund investment incidental advice.
SEBI Investment Advisor
In 2017, I registered myself with SEBI as Investment Advisor
In the year 2017, I registered myself with SEBI as Investment Advisor with Registration No. INA000007252. The registration had been obtained from SEBI in accordance with provision of Section 12 of the Securities and Exchange Board of India Act, 1992 on 9th March 2017. My focus is to provide investment advice to the clients on Equity / Mutual Funds and Financial Planning.
In the capacity as adviser, I align my interests with those of the client and seek to provide the best suited advice based on their risk profile. Initially I try to understand the client’s return expectations, risk taking ability & goals, which in turn helps to arrive at an asset allocation suitable for the client. I also conduct frequent portfolio reviews and suggest any corrective action/s if required.