Investment Advisory
We provide independent investment advisory services for equity, debt, mutual funds and other financial products permitted by SEBI. Our advice is unbiased and tailored specifically to your financial goals.
Vinay Simon George
Investor Protection
Complaints Data
In the interest of transparency and investor protection, the following complaint-status information is disclosed on a monthly basis in accordance with applicable SEBI requirements for Investment Advisers.
Data for the month
Status of complaints received, resolved and pending for the current month.
| Received from | Pending at end of last month | Received | Resolved | Total pending | Pending > 3 months | Avg. resolution time (days) |
|---|---|---|---|---|---|---|
| Directly from investors | — | — | — | — | — | — |
| SEBI (SCORES) | — | — | — | — | — | — |
| Other sources | — | — | — | — | — | — |
| Grand total | — | — | — | — | — | — |
Trend of monthly disposal of complaints
Month-wise complaints received and resolved during the current financial year.
| Sr. No. | Month | Carried forward from previous month | Received | Resolved | Pending |
|---|---|---|---|---|---|
| 1 | April 2026 | — | — | — | — |
| 2 | May 2026 | — | — | — | — |
| 3 | June 2026 | — | — | — | — |
| 4 | July 2026 | — | — | — | — |
| 5 | August 2026 | — | — | — | — |
| 6 | September 2026 | — | — | — | — |
| 7 | October 2026 | — | — | — | — |
| 8 | November 2026 | — | — | — | — |
| 9 | December 2026 | — | — | — | — |
| 10 | January 2027 | — | — | — | — |
| 11 | February 2027 | — | — | — | — |
| 12 | March 2027 | — | — | — | — |
| Grand total | — | — | — | — |
Trend of annual disposal of complaints
Year-wise complaints received and resolved since registration.
| Sr. No. | Year | Carried forward from previous year | Received | Resolved | Pending |
|---|---|---|---|---|---|
| 1 | 2021–22 | — | — | — | — |
| 2 | 2022–23 | — | — | — | — |
| 3 | 2023–24 | — | — | — | — |
| 4 | 2024–25 | — | — | — | — |
| 5 | 2025–26 | — | — | — | — |
| 6 | 2026–27 | — | — | — | — |
| Grand total | — | — | — | — |
About VSG
Unbiased advice, built around your goals
VSG is a SEBI-registered Investment Adviser committed to offering unbiased, research-driven, and client-centric financial advice. We help our clients plan, protect, and grow their wealth through customized solutions aligned to their financial objectives, risk appetite, and liquidity requirements.
SEBI Registered IARegistration No. INA000018142
Chartered AccountantPrivate wealth management expertise
IAASB MemberMembership No. 2021
What we do
Services
Advisory and planning services aligned to SEBI guidelines — tailored to your goals, risk profile and liquidity needs.
Financial Planning
Comprehensive financial planning to help you achieve your short-term and long-term financial objectives. This includes budgeting, savings and investment strategies.
Retirement & Goal-Based Planning
Specialized planning for retirement and other significant life goals such as buying a new home, funding education, or starting a business. We create personalized roadmaps to ensure you stay on track.
Portfolio Review & Recommendation
Regular review of your investment portfolio to assess performance and make necessary adjustments. We provide recommendations to optimize your portfolio based on market conditions and your evolving financial needs.
Risk Profile & Suitability Assessment
Thorough risk profiling to understand your risk capacity, risk tolerance and your investment preferences in alignment with the investment recommendations.
Transparent, Conflict-Free
No distribution, no referral commissions and no assured returns — only fee-based advice that stays solely in your best interest.
Fees
Transparent, SEBI-aligned fees
Our advisory fees are structured to align with SEBI guidelines, ensuring transparency and fairness — and are transparently communicated before onboarding.
Percentage of Assets under Advice
For a detailed breakdown of our fee structure including applicable taxes and payment terms, please download our Fee Disclosure document.
Download Fee Disclosure (opens in new tab)Up to 2.5%Per annum
Transparency
Disclosures
Key disclosures in the interest of investor protection, under the SEBI (Investment Advisers) Regulations, 2013.
No Assured Returns
We do not guarantee any returns, profits or indicative performance. Investments are subject to market risk.
No Distribution Services
We do not engage in distribution services or receive referral commissions. Our advice is unbiased and solely in your best interest.
Full Risk Disclosure
All risk factors are detailed in our Investment Advisory Agreement. Please review it carefully before investing.
No AI-Based Tools
We do not currently use AI-based tools for investment advice. Our recommendations are based on thorough research and analysis.
Grievance Redressal
For any grievances, please contact us at vinaysgeorge@gmail.com. If unresolved, you may escalate to the Investor Association Advisory Services Board (IAASB), and further to the SEBI SCORES Portal (opens in new tab).
Disclosures under SEBI (Investment Advisers) Regulations, 2013
Investment Advisory services shall be provided to you only after a risk profile and suitability assessment. If you wish to avail investment advisory services, you will be required to:
- Complete the risk profiling and Know-Your-Client (KYC) form in the manner prescribed by VSG.
- Update the risk profile and suitability assessment and KYC information periodically as required by VSG.
- Keep VSG updated of any change in your status or other factors which may result in a change in your risk profile.
Any fees and charges payable by you for the execution services availed by you must be paid directly to the respective service provider and not through VSG.
VSG does not hold any proprietary trading positions.
VSG shall not receive any consideration by way of remuneration or compensation or in any other form whatsoever, from any person other than the client being advised, in respect of the underlying products or securities for which advice is provided to the client.
VSG shall maintain complete confidentiality of all information provided by you and shall not disclose any such information without your prior consent, except if such disclosure is required to be made in compliance with any applicable law or regulatory direction.
VSG, while advising on offshore investments, does not act as agent for any overseas mutual funds or any other foreign financial services company. The advice provided by VSG on such offshore investments shall not amount to solicitation by VSG.
Status of Annual Compliance Audit
Disclosure with respect to compliance with the Annual Compliance Audit requirement under Regulation 19(3) of the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013.
| Sr. No. | Financial Year | Audit Status | Remarks, if any |
|---|---|---|---|
| 1 | 2025–26 | Conducted | — |
| 2 | 2024–25 | Conducted | — |
| 3 | 2023–24 | Conducted | — |
Disclaimer
“Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.” Reference: SEBI Master Circular for Investment Advisers, Ref. No. HO/38/12/11(2)2026-MIRSD-POD/I/4300/2026 dated February 6, 2026.
Downloads
Documents
Key disclosure and onboarding documents, as mandated by SEBI for investment advisory services.
Investor CharterUnderstand your rights and responsibilities as an investor.
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MITCMost Important Terms & Conditions, as mandated by SEBI.
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Fee Structure DisclosureUnderstand our fee structure for investment advisory services.
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Account Opening DocumentsKYC form, Investment Objectives & Liquidity Needs form, Risk Profiling Questionnaire and Suitability Assessment.
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Get in touch
Contact
Investment Advisory Details
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SEBI Registration No.INA000018142
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IAASB Membership No.2021
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Registered Office9/2, 15th Avenue, Harrington Road, Chetpet, Chennai – 600 031
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Mobile+91 97453 00632