Here is a checklist of how investors can evaluate advisory services.

1.SEBI Registered – Must be registered with SEBI.

2.Verified Track Record – Ask for audited, consistent performance.

3.Clear Strategy – Matches your risk level and goals.

4.Transparent Fees – No hidden charges or “guaranteed returns.”

5.Risk Management – Provides stop-loss and portfolio guidance.

6.Reputation – Check independent reviews and complaints.