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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CONSTANT WEALTH MANAGEMENT, LLC CRD Number: 173284Annual Amendment All

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How to fill out investment adviser - sebi

01

Register on SEBI's online portal for investment advisers.

02

Fill out the application form with accurate information about your company, directors, and financial details.

03

Provide necessary documents such as certificates, agreements, and fee payment receipts.

04

Submit the completed application form along with all supporting documents to SEBI for approval.

05

Wait for SEBI to review your application and grant the necessary license to operate as an investment adviser.

Who needs investment adviser - sebi?

01

Any individual or entity that wants to provide investment advisory services in India needs to register as an investment adviser with SEBI.

02

This includes financial professionals, wealth management firms, and other entities offering investment advice to clients.

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What is investment adviser - sebi?

An investment adviser registered with SEBI is a professional who provides advice related to investments to their clients, ensuring compliance with regulatory requirements.

Who is required to file investment adviser - sebi?

Any individual or entity acting as an investment adviser and registered with SEBI is required to file the necessary documents and reports.

How to fill out investment adviser - sebi?

To fill out the investment adviser - SEBI forms, one must provide accurate and up-to-date information regarding their business activities, clients, and financial transactions.

What is the purpose of investment adviser - sebi?

The purpose of investment adviser - SEBI is to regulate and monitor the activities of investment advisers in order to protect investors and maintain the integrity of the financial markets.

What information must be reported on investment adviser - sebi?

Investment advisers must report details about their clients, investment strategies, fees charged, and other relevant information as required by SEBI.

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