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Years of experienceGuiding Your Financial Journey with Trust and Clarity
Pradeep Mahtani Investment Advisory Services was established in 2018 as a SEBI Registered Investment Advisor practice, committed to offering transparent, unbiased, and client-first financial advice.
As a fee-only advisor, the focus is on eliminating conflicts of interest and ensuring that every recommendation is aligned solely with the client’s financial goals and best interests.
The practice emphasizes disciplined financial planning, long-term wealth creation, and evidence-based investment strategies. With a strong foundation built on ethics, integrity, and trust, the goal is to empower individuals to make informed financial decisions with confidence.
FIDUCIARY
As a SEBI Registered Investment Advisor, all advice is provided with a fiduciary responsibility—ensuring recommendations are always aligned with the client’s best interests, with complete transparency and integrity.
FEE ONLY
The advisory model is strictly fee-only, with no commissions, distribution income, or referral incentives—ensuring completely conflict-free and unbiased financial advice.
Regulatory Complaints Disclosure for the Month Ending – May 2026
This disclosure is made in accordance with applicable regulatory requirements and provides a summary of investor complaints received and resolved during the specified reporting period.
| Sr No | Received From | Pending as of Last Month | Received | Resolved* | Total Pending# | Pending Complaints > 3 months | Average Resolution Time (days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly From Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 | 0 | 0 |
* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month.
^ Average resolution time is calculated as the total time taken (in days) to resolve
each complaint in the current month divided by the total number of complaints resolved.
For complete complaints data, please refer to the complaints disclosure page .