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At 21G Investments, our vision is to be accessible to all and client-friendly. SEBI-registered investment company that sets the standard for wealth creation through innovative investment strategies and a comprehensive risk management framework. We aspire to empower our clients to achieve their financial goals by delivering unbiased advisory services combined with the cutting-edge investment solutions backed by a modern technological platform.
Our mission is to provide quality investment expertise and customized services to our clients, tailored to their unique financial goals and risk tolerance. We pride ourselves on our ability to identify niche businesses with long runways for growth, and we prioritize capital protection above all else. As a team of qualified CA/MBA’s/MS’s (USA), we follow all SEBI regulations and invest our own money in the same stocks we recommend to our clients. We are dedicated to transparency, integrity, and client satisfaction, and we work tirelessly to ensure exceptional investment results for our clients.
To maintain the highest standards of professionalism, we are registered with both the Know Your Client Registration Agency (KRA) and the Central Know Your Customer Registry (CKYC), and we conduct an annual audit. We also maintain a transparent and accessible platform for clients to access information about our business and the status of any complaints.
To ensure that our clients receive the best possible advice, we employ only qualified and certified employees and interact with clients solely from our official number. We maintain detailed records of all interactions with clients, including prospective clients.
Details of our services: We offer comprehensive onboarding services that include sharing an agreement copy and completing the KYC process for our clients. We provide full disclosure about our business, affiliations, and compensation in the agreement, and we do not access client accounts or holdings for offering advice.
We disclose our risk profiles to clients and provide investment advice based on their individual risk profiles and investment suitability. We also maintain a robust grievance redressal mechanism to ensure that any client complaints are addressed and resolved promptly.
Expectations from investors: We expect our clients to deal only with SEBI registered Investment Advisers and ensure that their Investment Adviser has a valid registration certificate. They should also pay only advisory fees to their Investment Adviser and make payments through banking channels only. Clients should be vigilant in their transactions and inform the appropriate authorities of any doubts or grievances.
Clients should also assess the risk-return profile of any investment and the liquidity and safety aspects before making any investment decisions. They should ask all relevant questions and clear any doubts with their Investment Adviser before acting on advice. We also advise clients to be cautious of falling for stock tips, the promise of exorbitant or assured returns, or luring advertisements or market rumors. Clients should avoid making investment decisions based solely on phone calls or messages from any Investment Adviser or their representatives and should not share login credentials or passwords with their Investment Adviser.
At 21G Investment Advisers Pvt Ltd, we are committed to providing our clients with the highest level of transparency, professionalism, and support.
AlishaPrincipal Officer & Founder
Alisha, the principal officer and founder of 21G Investment Advisers Pvt Ltd, isn't just any Chartered Accountant, she's a financial mastermind with a passion for picking winning stocks and navigating risk like a pro. She is NISM XA and XB certified and believes in the theory of "Right Person at the Right Job" with a team of experts at her side, Alisha delivers top-notch customer service and builds long-term relationships with her clients. If you're looking to take your investments to the next level, Alisha is the one you want on your side!
Meet Gaurav Verma, the brilliant co-founder and Director of 21G Investment Advisers Pvt Ltd! With a B.Tech in Electronics and Communication Engineering and a Master’s of Science in Computer Science from San Diego State University, he's a true tech whiz. But that's not all - Gaurav also holds a Post Graduate Diploma in Business Management from Narsee Monjee Institute of Management Studies. As an NISM XA and XB certified expert, he brings over 15 years of market experience to the table. Gaurav has weathered several bear and bull markets and knows how to navigate them with ease. As the leader of our technical analyst’s team, he's always one step ahead of the game.
Introducing the one and only Shagun Mahana - the powerhouse behind our marketing efforts at 21G Investment Advisers Pvt Ltd! With a graduate degree in (B.DES) from the National Institute of Fashion Technology and a Certificate in Project Management from the University of California (UCLA- USA), Shagun is a true force to be reckoned with. She's a master of executing both online and offline marketing strategies, and has helped us reach new heights on social media and other platforms. With her vast experience and sharp instincts, Shagun is always one step ahead of the game. When it comes to marketing, there's no one better than Shagun!
Say hello to Rahul Bakshi, the Deputy General Manager at 21G Investment Advisers Pvt Ltd! With a B.Tech in Electronics and Instrumentation from Galgotias College of Engineering and Technology, a Master’s of Science in Electrical Engineering from San Diego State University (USA), and a Post Graduate Diploma in Business Management from Narsee Monjee Institute of Management Studies (DL), Mumbai, Rahul is a true expert in his field. He's the backbone of our compliance and operations team, and provides crucial support to our amazing Marketing head. With Rahul on our side, we know we're always in good hands. He's a true asset to our team at 21G Investments!
Meet Gaurav Sharma - the mastermind behind our technical analysis at 21G Investment Advisers Pvt Ltd! With a B. Com and an MBA from Symbiosis Centre for Distance Learning (Pune), he's a true finance guru. Gaurav's vast experience in trading systems for equities and derivatives has made him an invaluable asset to our team. He knows the market like the back of his hand, and is always one step ahead of the game. When it comes to technical analysis, there's no one better than Gaurav!
Say hello to Upender Bhardwaj - the brilliant young mind behind our technical analysis at 21G Investment Advisers Pvt Ltd! With a B. Com (Professional) degree from Guru Nanak Dev University, Ludhiana, he's a true finance whiz. Upender is an integral part of our team, and his immense knowledge of equity and derivative trading systems makes him a key player in our success. He's always one step ahead of the game, and knows exactly how to navigate the market with ease. When it comes to technical analysis, Upender is the one you want on your side!
Our mission is to provide quality investment expertise and customized services
to our clients, tailored to their unique financial goals and risk tolerance. We pride
ourselves on our ability to identify niche businesses with long runways for
growth, and we prioritize capital protection above all else. As a team of qualified
CA/MBA’s/MS’s (USA), we follow all SEBI regulations and invest our own money
in the same stocks we recommend to our clients. We are dedicated to
transparency, integrity, and client satisfaction, and we work tirelessly to ensure
exceptional investment results for our clients.
Our mission is to help every investor find the right investment products that meet
their unique needs, manage and monitor those investments to achieve their
goals, access comprehensive reports, and ultimately achieve financial wellness.
Details of our business practices: We provide our clients with a detailed
agreement that includes all relevant details, including our fee structure, conflict of
interest disclosure, and our commitment to maintain the confidentiality of their
information. We also conduct unbiased risk profiling and suitability assessments
of our clients to ensure that their investments align with their individual needs
and goals.
To maintain the highest standards of professionalism, we are registered with
both the Know Your Client Registration Agency (KRA) and the Central Know
Your Customer Registry (CKYC), and we conduct an annual audit. We also
maintain a transparent and accessible platform for clients to access information
about our business and the status of any complaints.
To ensure that our clients receive the best possible advice, we employ only
qualified and certified employees and interact with clients solely from our official
number. We maintain detailed records of all interactions with clients, including
prospective clients.
Details of our services: We offer comprehensive onboarding services that include
sharing an agreement copy and completing the KYC process for our clients. We
provide full disclosure about our business, affiliations, and compensation in the
agreement, and we do not access client accounts or holdings for offering advice.
We disclose our risk profiles to clients and provide investment advice based on
their individual risk profiles and investment suitability. We also maintain a robust
grievance redressal mechanism to ensure that any client complaints are
addressed and resolved promptly.
Expectations from investors: We expect our clients to deal only with SEBI
registered Investment Advisers and ensure that their Investment Adviser has a
valid registration certificate. They should also pay only advisory fees to their
Investment Adviser and make payments through banking channels only. Clients
should be vigilant in their transactions and inform the appropriate authorities of
any doubts or grievances.
Clients should also assess the risk-return profile of any investment and the
liquidity and safety aspects before making any investment decisions. They
should ask all relevant questions and clear any doubts with their Investment
Adviser before acting on advice. We also advise clients to be cautious of falling
for stock tips, the promise of exorbitant or assured returns, or luring
advertisements or market rumors. Clients should avoid making investment
decisions based solely on phone calls or messages from any Investment Adviser
or their representatives and should not share login credentials or passwords with
their Investment Adviser.
At 21G Investment Advisers Pvt Ltd, we are committed to providing our clients
with the highest level of transparency, professionalism, and support.