Vinay Prakash Tiwari (herein referred to as the Individual) having his registered office at Ram Prasad Tiwari, House No. 385,, Lot No 2, Hanumanpur, Mughalsarai, Varanasi, Uttar Pradesh – 232101
He got registered with SEBI as an investment adviser on 18th June, 2018, and the registration is valid till perpetual (Reg No: INA100010837). He has done an MBA in Finance from Punjab Technical University, Punjab.
About Business activities:
The Individual offers financial planning services post understanding customers’ risk and categorizing them across appropriate profiles. Based on the profiles, it advises on a mix of stocks, insurance, etc on the basis of risk profiling and suitability. As part of the financial plan, I will also will primarily focus on high-risk category clients such as corporates, high net worth individuals, salaried individuals with high disposable incomes.
Disciplinary History:
There are no outstanding litigations or no disciplinary history against the Individual.
Disclosure about conflict of interest:
The Individual is not involved in any other business activity and hence there is no conflict of interest.
Other Disclosures
Investment Adviser may use Artificial Intelligence tools for providing advisory services.
