SEBI IA Advisory Setup
Budget: ₹1,500 – ₹12,500 INR
I'm looking for a SEBI-registered Investment Advisor to help with the following:
MUST HAVE SEBI REGISTERED NUMBER
- Review & approve option strategies for beginner retail traders
- Provide SEBI-compliant language for:
- Strategy disclaimers
- Risk statements
- Documentation
- Assist in building an audit-friendly advisory workflow
- Offer guidance on short straddle strategy
- Allow display of your SEBI IA license on our mobile app (if agreed)
Ideal skills and experience:
- SEBI registration
- Experience with retail trading strategies
- Knowledge of compliance and documentation
- Ability to design audit-friendly workflows
MUST HAVE SEBI REGISTERED NUMBER
- Review & approve option strategies for beginner retail traders
- Provide SEBI-compliant language for:
- Strategy disclaimers
- Risk statements
- Documentation
- Assist in building an audit-friendly advisory workflow
- Offer guidance on short straddle strategy
- Allow display of your SEBI IA license on our mobile app (if agreed)
Ideal skills and experience:
- SEBI registration
- Experience with retail trading strategies
- Knowledge of compliance and documentation
- Ability to design audit-friendly workflows