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Investment Transaction Execution & Advisory Desk™
Select what you need help with
Why this desk works
- End-to-end: diligence → term sheets → docs → sign-to-close.
- Single playbook across legal, tax, FEMA/FDI and governance.
- Digital-first: trackers, CP lists, issue registers & evidence bundles.
- Built for investors, funds & high-stakes transactions.
De-risk decisions with an independent, investor-grade view of legal, regulatory, commercial and people risks — plus a clear fix plan you can act on.
Scope we cover
How NoLegalPaisa runs this for you
Key outputs you receive
Frequently Asked Questions
Both. We help you craft a goal-based portfolio (asset allocation, product selection) and
then execute investments through approved platforms/custodians—so strategy and trade
happen in one flow.
We run a suitability/KYC–risk profile, map your goals and liquidity needs, and build a
model across assets (public markets, debt, AIF/PMS/VC where appropriate).
Recommendations are reviewed by senior advisors and documented for clarity.
Your money/securities stay with regulated brokers, AMCs, custodians, and fund
houses—never with us. We use maker-checker workflows, e-mandates, and audit trails; you
retain full visibility and control.
Onboarding → risk & goal session → proposal & IPS (investment policy statement) → e-KYC
and account setup → trade execution & confirmations → ongoing rebalancing, statements,
and performance reviews.
We disclose fees upfront (advisory/implementation/transaction, as applicable) and
provide product-level disclosures (trail/commission, if any). Our governance policy
prioritises investor-first, SEBI-compliant processes with documented rationale for every
recommendation.
Connect with us
Your vision, our expertise. Connect with us to explore possibilities. We will be happy to hear from you.
