RuDo Wealth Investment Advisory Private Limited RuDo India is a company incorporated under the Companies Act, 2013 and registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser (Non-Individual) under Registration No. INA000019503, having its registered office at Venus Hebron 4th Floor, D Site No.1HRBR Layout 2nd Block Kalyan Nagar, Bangalore – 560043 Karnataka.
A SEBI RIA provides independent, fee-based investment advice. RuDo India offers advice on financial planning and investments based on your risk profile, goals and overall financial situation. We do not receive commissions from product manufacturers.
Goal-based financial planning
Investment advisory on mutual funds and other permitted products
Asset allocation and portfolio review recommendations
Periodic monitoring and rebalancing advice
Advisory support for NRIs/Residents under Indian regulations
Eligible clients include Resident Indians, NRIs (as permitted under regulations), HUFs and others. All clients must be 18+ and complete KYC.
Steps:
Registration
KYC verification
Risk profiling
Investment objective assessment
Signing the Investment Advisory Agreement
Advisory begins thereafter
RuDo India follows SEBI’s fee-only advisory model and charges clients directly as per SEBI IA fee caps. No commissions are received.
No. RuDo India earns no commissions from AMCs, brokers or product manufacturers.
No. Investments are subject to market risks. Past performance is not indicative of future results.
Through evaluation of income, liabilities, goals, time horizon, risk tolerance and investment experience.
No. Execution is done through SEBI-registered intermediaries selected by the client.