Ajeet Kumar Pandey

Investment Climb Advisory

Registered Investment Advisor

Service Location

Bengaluru

Professional Licenses

SEBI RIA

#INA000018726

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

No. 43, 2nd floor, Wilson Garden Housing Society, J P Nagar 7th Phase, Bengaluru - 560 078, Karnataka.

Website

https://www.investmentclimb.com

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Ajeet Kumar Pandey

Ajeet Pandey is the Founder of Investment Climb Advisory, where he is dedicated to empowering High Net Worth Individuals (HNIs) to achieve financial independence and build multiple streams of passive income. His passion for wealth creation has been the driving force behind his career, shaping his approach to delivering personalized, strategic financial guidance.

Ajeet began his professional journey with HDFC, where he honed his expertise and developed a strong foundation in financial markets. He later joined 29k Investment Advisers Pvt. Ltd., where he spent over a decade advising HNI clients. During this period, he gained extensive experience in structuring financial portfolios, designing wealth strategies, and addressing the unique needs of affluent individuals and families.

Today, through Investment Climb Advisory, Ajeet serves clients across India and the UAE, offering comprehensive financial planning, wealth management, and portfolio advisory services. His expertise spans mutual funds, direct equity, and a wide range of sophisticated investment instruments in both domestic and international markets. With a client-first philosophy, Ajeet is committed to helping individuals organize their finances, achieve their goals, and secure long-term prosperity. He continues to guide clients on their journey toward financial success with trust, discipline, and a holistic perspective.

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