Compliance & Disclosures
Transparency and regulatory compliance you can trust
Our Commitment to Transparency
Panchagnula Venkateswara Rama Prasad, Proprietor of RP Investment Advisor, is a SEBI Registered Investment Advisor committed to maintaining the highest standards of regulatory compliance and transparency.
SEBI Registration No.: INA000021191
Type of Registration: Individual | Validity: Oct 28, 2025 - Perpetual
Address: 2-1-565/3/A/1, Nallakunta, Hyderabad, Telangana, 500044
Important Disclosures
Services We Do NOT Provide
- Guaranteed returns on investments
- Trading on behalf of clients
- Portfolio Management Services (PMS)
- Demat account services
- Execution of trades without client's explicit consent
Payment Guidelines
- All payments must be made only through the official current account listed on our website
- Payment modes: Account payee crossed cheque, Demand Draft, NEFT, RTGS, IMPS, or UPI
- Cash payments are NOT accepted
- Please do not share your trading credentials or OTPs with us
Regulatory Documents
Investment Advisory Agreement
The comprehensive agreement between RP Investment Advisor and clients covering:
- Appointment and scope of services
- Fee structure and payment terms
- Risk factors and disclaimers
- Termination and dispute resolution
- Most Important Terms & Conditions (MITC)
Risk Profiling Questionnaire
Our risk assessment questionnaire evaluates:
- Investment goals and time horizon
- Annual income and portfolio value
- Age and liability assessment
- Capacity to absorb losses
- Risk categorization (Low/Moderate/High)
Suitability Assessment Policy
Our suitability framework ensures appropriate advice based on:
- Client's financial objectives
- Risk tolerance evaluation
- Investment knowledge and experience
- Investor classification criteria
- Service group eligibility (Group A/B)
Privacy Policy
Our commitment to protecting your personal information:
- Information we collect
- How we use your data
- Information sharing practices
- Data security measures
- Your privacy rights
Grievance Redressal
Contact Us
Reach out to us directly via phone or email listed on our website
Disclaimer
Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment as IA with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The Investment Advisor shall not hold out any investment advice implying any assured returns, minimum returns, or target returns. All investment advice is subject to market risks, and there is no assurance of any returns or profits.
SEBI Regional Office
7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu
Tel: +91-44-28880222 / 28526686 | Fax: +91-44-28880333
Email: sebinro@sebi.gov.in
Have Questions?
We're happy to explain any of our compliance documents or answer your queries
Contact Us