Registered investment advisers
Reporting against the plan you agreed.
Your advice begins with an agreed plan. Brhannivesh reports each family's portfolio against that plan, records what you reviewed and gives clients a report that reflects the advice they pay for.
What your practice is up against
The quarter, as it usually goes.
- i
Accountable to the plan
Clients pay for advice, so they expect to see how their portfolio compares with the allocation and goals you set together.
- ii
Records that show the process
Your files should show not only what a portfolio held but what you reviewed and when.
- iii
Clear, independent reporting
Fee-only clients value reports that read as an honest account of their position, not a sales document.
How Brhannivesh fits
Built around how you are registered.
- Drift against agreed allocation
- Each family's target and tolerance bands come from your advisory agreement, and drift is measured against them.
- Goal tracking
- Goals are tracked against a glide path, with shortfalls noted alongside the date each goal is due.
- Review records
- Mark each point for discussion as reviewed with a short note. The record stays in the family's file.
- Registration and disclosures
- Your SEBI registration number and disclosure text appear on every report you send.
Questions
Asked by registered investment advisers.
Also serving mutual fund distributors? Read about that practice.
Can each family have its own target allocation?
Yes. Set a practice default, then record the allocation and tolerance bands agreed with each family.
Are points for discussion recommendations?
No. They are observations generated from the data for your professional review. Any recommendation is yours to make.
Can I export review records for an inspection?
Yes. The audit trail and review notes can be exported for any family or period.
Reply slip
No. 001 · Q4 2026
Write your firm's name.See it on the cover.
Every report Brhannivesh prepares goes out under your name. Type it below and the cover on the right updates, the same way it will for each of your client families next quarter.
Signing up takes about two minutes. Your login details arrive by email.
Your Firm Name
Quarterly review
The Rao
Family
Prepared by Your Firm Name for the Rao Family
October - December 2026