You bring the advice, we handle the clicks

Pure execution based on instructions from your SEBI-registered Investment Adviser (RIA). No tips, no tweaks, just tidy execution.

What is the service?

A fee-based, execution-only mandate. You obtain investment advice from a SEBI-
registered RIA and share their written instructions or report with us. Our operations
team then executes those instructions within agreed cut-offs and platforms. We do
not give advice, optimise portfolios, or recommend products.
This is a paid service and is billed separately. If any provider pays a commission by
default, we disclose it and offset or adjust against our fee as per the engagement
letter.

How it works

  • Engagement & onboarding: KYC, FATCA/CRS, bank and demat/folio details, mandates, and a signed execution-only agreement.
  • Advice flows to us: You or your RIA shares the signed advice/report or order list with specifics: scheme/ISIN, amount/units, folio/account, frequency, start date, and validity.
  • Maker–checker execution: We place orders as instructed, within platform cut-offs. No deviation without written RIA confirmation.
  • Confirmations & records: You receive transaction confirms, contract notes/CAS where applicable, and a dated order log for audit.
  • Ongoing changes: SIP/STP/SWP set-ups, pauses, switches, redemptions—only on written RIA instructions or updated advice.

Scope we cover

Mutual Funds

Purchases, switches, SIP/STP/SWP as per RIA note.

PMS onboarding

Documentation and account opening exactly as advised by the RIA.

Bonds/other listed products

Where supported on our partnered platforms and clearly specified in the RIA order.

Corporate actions

We route the election you or your RIA specifies.


*We execute within the products and platforms we support. New instruments or venues may require extra checks or separate onboarding.

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What we do / do not do

We do

Verify paperwork, execute the RIA’s/RA’s orders, keep audit trails, share confirmations, and raise any operational mismatches we notice.

We do not

Assess suitability, construct asset allocation, select schemes, time markets, or provide research. No model tweaking, no “quick views”.

Roles & responsibilities

  • Client: Chooses and engages the RIA, shares valid advice, reviews confirmations, and remains responsible for suitability.
  • RIA/RA: Provides advice under SEBI (IA) Regulations 2013 and stands behind suitability, risk, and product selection.
  • PBCA – Operations Team: Executes instructions faithfully, maintain records, and report status. We may refuse obviously incomplete or contradictory orders.

Service standards

  • Orders received before cut-off are placed the same business day; after cut- off, the next business day.
  • NAVs and prices are determined by exchanges/AMCs, not by us. Market moves between instruction and execution are your risk.
  • Urgent requests should be flagged in writing; we confirm feasibility before proceeding.

Fees

  • Execution-only fee: Fixed, or agreed upon as in the engagement letter.
  • Taxes: GST or other applicable taxes are added at the prevailing rate.
  • Third-party costs: Any platform, custodian, courier, attestation, or banker fees are billed at actuals.
  • Commissions: Where a provider pays by default, we disclose and offset/adjust as agreed, since this is a paid-only service.

Eligibility & documentation

  • Valid KYC, PAN, bank mandates, and FATCA/CRS.
  • For MFs: existing folios or new folio creation details.
  • For PMS: PMS forms, disclosures, and minimum ticket as per SEBI rules.
  • Signed RIA advice/ RA report less than 30 days old, unless the RIA/RA states a longer validity.

Data & controls

  • Email acknowledgements.
  • Read-only access to statements where possible.
  • We do not take PoA for discretionary action.

FAQs

Do you review or challenge my RIA’s advice?

No. Suitability and product choice sit with your RIA and you.

No. We execute exactly as instructed. Any change requires written RIA confirmation.

Yes, provided they are SEBI-registered and share signed advice with sufficient detail.

Yes, if that is what the RIA prescribes. Fees for execution apply, plus GST.

We notify you and the RIA, state the reason, and re-attempt once corrected.

We can coordinate formats and data files. Advice remains the RIA’s responsibility.

Compliance notice & disclaimer

  • We are not Investment Advisers under the SEBI (Investment Advisers) Regulations, 2013 and do not provide investment advice or recommendations.
  • Nothing here is a solicitation to buy, sell, or hold any security.
  • You and your RIA must determine the merits, risks, and suitability of all products.
  • Mutual funds, equities, and PMS are market-linked and can result in loss of capital. Read all scheme and offer documents carefully.
  • For full licences and disclosures, see our Disclosures page.