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Client Information Form Marcellus Investment Managers Pvt Ltd Investment Advisory Services Account Details Account Type (HUF / LLP/ Pvt Co. / Public Co. / P\'ship / Trust)Individual Applicants (Only

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What is investment advisory services?

Investment advisory services involve providing professional advice on investments to help clients make informed decisions.

Who is required to file investment advisory services?

Investment advisors and firms that offer investment advice for a fee are required to file investment advisory services.

How to fill out investment advisory services?

To fill out investment advisory services, one must provide detailed information about the advisor or firm, the services offered, fees charged, investment strategies, and any conflicts of interest.

What is the purpose of investment advisory services?

The purpose of investment advisory services is to help clients achieve their financial goals through sound investment advice and strategies tailored to their individual needs.

What information must be reported on investment advisory services?

Information such as the advisor's background, qualifications, fee structure, investment approach, and any potential conflicts of interest must be reported on investment advisory services.

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