Mandatory Disclosures

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Mandatory Disclosures under SEBI (Investment Advisers) Regulations

1. SEBI Registration Details

Name of Investment Adviser: Sachin Mahesh Walawalkar
Type of Registration: Individual Investment Adviser
SEBI Registration Number: INA000000805
Validity of Registration: Perpetual

Registration granted by SEBI and certification from NISM does not guarantee the performance of the intermediary or provide any assurance of returns to investors.

2. Contact Details

Details of Designation Contact Person Name Address Contact No. Email ID Working Hours
Customer Care Sachin Mahesh Walawalkar 601, 6th Floor, Jaltarang Lokpuram, CHS D-2, Glady Alvares Road, Off Pokhran Road, Opp Hiranandani Meadows, Apna Bazar, Majiwade, Thane West, Maharashtra – 400610. +91-9820313162 fortuneinvestme@yahoo.co.in Mon to Fri 10.00am to 6.00 pm
Head of Customer Care Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable
Compliance Officer Sachin Mahesh Walawalkar 601, 6th Floor, Jaltarang Lokpuram, CHS D-2, Glady Alvares Road, Off Pokhran Road, Opp Hiranandani Meadows, Apna Bazar, Majiwade, Thane West, Maharashtra – 400610. +91-9820313162 fortuneinvestme@yahoo.co.in Mon to Fri 10.00am to 6.00 pm
CEO Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable
Principal Officer Sachin Mahesh Walawalkar 601, 6th Floor, Jaltarang Lokpuram, CHS D-2, Glady Alvares Road, Off Pokhran Road, Opp Hiranandani Meadows, Apna Bazar, Majiwade, Thane West, Maharashtra – 400610. +91-9820313162 fortuneinvestme@yahoo.co.in Mon to Fri 10.00am to 6.00 pm

3. SEBI Regional Office

Securities and Exchange Board of India
SEBI Bhavan, Plot No. C4-A, 'G' Block
Bandra-Kurla Complex, Bandra (East)
Mumbai - 400051

4. Fee Model

The Investment Adviser operates under a fee-only advisory model and earns fees directly from clients for advisory services. The Investment Adviser does not receive any commissions, referral fees, or distribution income from financial product providers.

5. Conflict of Interest

The Investment Adviser endeavors to avoid conflicts of interest in the advisory services provided. In situations where a conflict may arise, appropriate disclosures will be made to clients and necessary steps will be taken to ensure that the client's interests are protected.

6. Use of Artificial Intelligence Tools

The Investment Adviser does not currently use Artificial Intelligence tools for providing personalized investment advisory services.

7. Confidentiality

The Investment Adviser maintains strict confidentiality of all client information and shall not disclose such information to third parties unless required under applicable law or with the prior consent of the client.

8. Services Offered

  • Investment advisory services
  • Financial planning
  • Portfolio review
  • Goal-based financial planning

9. Disclaimer

Investments in securities markets are subject to market risks. Investors are advised to read all related documents carefully before making investment decisions.

Registration granted by SEBI, certification from NISM and membership of any recognized body does not guarantee the performance of the intermediary or provide any assurance of returns to investors.

10. Disclosure wrt compliance with Annual Compliance Audit

Sr No Year Compliance Audit Link to Audit Report Remarks
12020-21Completed-None
22021-22Completed-None
32022-23Completed-None
42023-24Completed-None
52024-25Completed-None

Beware of Imposters

We do not call or solicit any business from investors. We are not present on any platform, nor do we offer any trading applications. Sachin Mahesh Walawalkar and his employees are not responsible for any damages arising from use of or reliance on any information from unofficial communication channels. Any first contact other than from the email address mentioned in the contact page is to be treated as fake and may be a case of impersonation.

Disclaimer

Registration granted by the Securities and Exchange Board of India (SEBI) and certification from NISM does not guarantee the performance of the intermediary or provide any assurance of returns to investors.