{"id":225537,"date":"2026-09-01T12:01:40","date_gmt":"2026-09-01T06:31:40","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=225537"},"modified":"2026-09-01T12:01:44","modified_gmt":"2026-09-01T06:31:44","slug":"investment-advisor-website-disclosure-requirements","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/","title":{"rendered":"What Must Appear on a SEBI Investment Advisor&#8217;s Official Website?"},"content":{"rendered":"<div class=\"meta-block\"><\/div>\n<div style=\"background: #EAF2FB; border-radius: 8px; padding: 16px 20px; margin: 16px 0;\">\n<p style=\"margin: 0; color: #1f4e79; font-size: 14.5px; line-height: 1.6;\">SEBI requires registered Investment Advisors to display specific disclosures on their official website: registered entity name and SEBI registration number, principal officer details, fee schedule, the investor charter, grievance redressal process with SEBI SCORES link and standard risk disclaimers. These disclosures must be easily accessible, not buried in obscure sub-pages. A website missing these elements has a compliance gap.<\/p>\n<\/div>\n<div style=\"background: #F0F9FF; border-left: 4px solid #2E7D32; border-radius: 6px; padding: 14px 18px; margin: 18px 0;\">\n<p style=\"margin: 0; color: #1f4e79; font-size: 14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin: 8px 0 0;\">Investment advisor website disclosure requirements ensure that any investor visiting an IA&#8217;s official website can quickly verify the entity&#8217;s regulatory status and understand the key terms of engaging their services, without needing to contact the IA directly or dig through lengthy documents. The website is often an investor&#8217;s first point of contact with an advisory service, making these disclosures a critical trust-building element.<\/p>\n<\/div>\n<p>A well-disclosed website reflects a well-organised compliance culture at the IA. Investment advisor website disclosure requirements are not just a checklist \u2014 they are the practical mechanism by which SEBI&#8217;s broader transparency obligations reach investors before they even begin the onboarding process. Univest (SEBI RA Reg. No. INH000013776) maintains its own equivalent disclosures on its official website as a SEBI Research Analyst, giving investors a comparable reference point.<\/p>\n<p>This guide explains what investment advisor website disclosure requirements cover and how investors should evaluate a website&#8217;s compliance before engaging.<\/p>\n<p><em>Log in to <a href=\"https:\/\/univest.in\/user\/log-in\">Univest<\/a> to explore SEBI-registered research and stay informed on regulatory updates that affect your investments.<\/em><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Core_Registration_Disclosures\" title=\"Core Registration Disclosures\">Core Registration Disclosures<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Fee_and_Service_Disclosures\" title=\"Fee and Service Disclosures\">Fee and Service Disclosures<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Grievance_and_Risk_Disclosures\" title=\"Grievance and Risk Disclosures\">Grievance and Risk Disclosures<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#How_Investors_Should_Evaluate_an_IAs_Website\" title=\"How Investors Should Evaluate an IA&#8217;s Website\">How Investors Should Evaluate an IA&#8217;s Website<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#What_must_appear_on_a_SEBI_investment_advisors_website\" title=\"What must appear on a SEBI investment advisor&#8217;s website?\">What must appear on a SEBI investment advisor&#8217;s website?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Where_should_the_SEBI_registration_number_appear_on_an_IAs_website\" title=\"Where should the SEBI registration number appear on an IA&#8217;s website?\">Where should the SEBI registration number appear on an IA&#8217;s website?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Should_the_fee_schedule_be_visible_on_an_investment_advisors_website_before_I_contact_them\" title=\"Should the fee schedule be visible on an investment advisor&#8217;s website before I contact them?\">Should the fee schedule be visible on an investment advisor&#8217;s website before I contact them?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Is_the_investor_charter_required_to_be_on_the_IAs_website\" title=\"Is the investor charter required to be on the IA&#8217;s website?\">Is the investor charter required to be on the IA&#8217;s website?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#What_should_I_do_if_an_advisory_website_is_missing_key_disclosures\" title=\"What should I do if an advisory website is missing key disclosures?\">What should I do if an advisory website is missing key disclosures?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/investment-advisor-website-disclosure-requirements\/#Does_Univest_disclose_its_registration_details_on_its_website\" title=\"Does Univest disclose its registration details on its website?\">Does Univest disclose its registration details on its website?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Core_Registration_Disclosures\"><\/span><strong>Core Registration Disclosures<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Investment advisor website disclosure requirements begin with the entity&#8217;s core registration information: the registered legal entity name, the SEBI registration number, the registration category (Investment Advisor) and the principal officer&#8217;s name and contact details. These should appear prominently \u2014 typically in the website footer and on a dedicated &#8220;Regulatory Disclosures&#8221; or &#8220;About Us&#8221; page \u2014 not buried several clicks deep or requiring a search to locate.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Fee_and_Service_Disclosures\"><\/span><strong>Fee and Service Disclosures<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Beyond registration details, investment advisor website disclosure requirements cover the fee schedule (fee modes offered, fee ranges or specific amounts, billing frequency), the services offered under the IA registration and links to or copies of the MITC and the investor charter. Investors should be able to review these documents before contacting the IA, allowing an informed initial assessment of whether the service and fee structure fit their needs.<\/p>\n<table>\n<thead>\n<tr>\n<th>Website Disclosure Element<\/th>\n<th>Purpose<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Registered entity name + SEBI reg. no.<\/td>\n<td>Enables investor verification at sebi.gov.in<\/td>\n<\/tr>\n<tr>\n<td>Principal officer details<\/td>\n<td>Identifies the accountable regulatory contact<\/td>\n<\/tr>\n<tr>\n<td>Fee schedule<\/td>\n<td>Transparency on cost before engagement<\/td>\n<\/tr>\n<tr>\n<td>MITC and investor charter<\/td>\n<td>Key terms and rights accessible pre-subscription<\/td>\n<\/tr>\n<tr>\n<td>Grievance process + SCORES link<\/td>\n<td>Clear escalation pathway if issues arise<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"Grievance_and_Risk_Disclosures\"><\/span><strong>Grievance and Risk Disclosures<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Investment advisor website disclosure requirements also mandate that the grievance redressal process \u2014 including the internal complaint contact and the SEBI SCORES link \u2014 be clearly accessible on the website, not something investors must ask for after a problem arises. Standard risk disclosures (market risk, no guaranteed returns) should also appear prominently, particularly on pages discussing services or past performance, so investors encounter the risk context alongside any performance claims rather than separately from them.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Investors_Should_Evaluate_an_IAs_Website\"><\/span><strong>How Investors Should Evaluate an IA&#8217;s Website<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Understanding investment advisor website disclosure requirements matters for both investors and advisory businesses. Before engaging any Investment Advisor, investors should visit the official website and check: is the registration number and entity name easy to find? Is the fee schedule transparent? Are the MITC and investor charter accessible? Is the grievance process, including the SCORES link, clearly presented? A website meeting all these investment advisor website disclosure requirements signals an organisation that takes its regulatory obligations seriously. Univest maintains equivalent disclosures on its official website \u2014 its SEBI RA registration (INH000013776), research methodology and support channels are all accessible before any subscription decision, offering investors a useful comparison point when evaluating other platforms&#8217; website transparency.<\/p>\n<p>Univest is a SEBI-registered research platform (SEBI RA Reg. No. INH000013776) operating under NSDL depository infrastructure. Investors who want SEBI-registered research alongside their advisory journey can explore Univest&#8217;s research tools, stock screener and market analysis available on the official Univest app.<\/p>\n<p><em>Review Univest&#8217;s Own Website Disclosures as a Benchmark for SEBI-Registered Transparency: use the <a href=\"https:\/\/univest.in\/screeners\">Univest Stock Screener<\/a> to research stocks with SEBI-registered data.<\/em><\/p>\n<p style=\"margin-top: 24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to check Univest&#8217;s official disclosures as a reference before evaluating any advisory website.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>SEBI&#8217;s investment advisor website disclosure requirements mandate that a registered IA&#8217;s official website display the registered entity name and SEBI registration number, principal officer details, fee schedule, the MITC and investor charter, and a clear grievance process with the SEBI SCORES link, all easily accessible rather than buried. These disclosures let investors assess a service before contacting the IA directly. Univest (SEBI RA Reg. No. INH000013776) maintains equivalent disclosures on its official website as a reference point. The investment advisor website disclosure requirements principles discussed here help investors make informed decisions. The investment advisor website disclosure requirements principles discussed here help investors make informed decisions. The investment advisor website disclosure requirements principles discussed here help investors make informed decisions.<\/p>\n<div style=\"background: #FFF5F5; border-left: 4px solid #CC0000; border-radius: 6px; padding: 14px 18px; margin: 20px 0;\">\n<p style=\"margin: 0; color: #7a0000; font-size: 13.5px;\">Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with official sources before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_must_appear_on_a_SEBI_investment_advisors_website\"><\/span><strong>What must appear on a SEBI investment advisor&#8217;s website?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investment advisor website disclosure requirements mandate display of the registered entity name, SEBI registration number, principal officer details, fee schedule, the MITC, the investor charter and the grievance redressal process including the SEBI SCORES link. These should be prominently accessible, typically in the footer or a dedicated disclosures page.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Where_should_the_SEBI_registration_number_appear_on_an_IAs_website\"><\/span><strong>Where should the SEBI registration number appear on an IA&#8217;s website?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investment advisor website disclosure requirements is central here. The SEBI registration number should appear prominently, typically in the website footer and on a dedicated regulatory disclosures or about-us page, so investors can quickly verify it against SEBI&#8217;s records without extensive searching.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Should_the_fee_schedule_be_visible_on_an_investment_advisors_website_before_I_contact_them\"><\/span><strong>Should the fee schedule be visible on an investment advisor&#8217;s website before I contact them?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. Investment advisor website disclosure requirements include making the fee schedule accessible on the website, covering the fee modes offered, fee ranges or amounts and billing frequency, allowing investors to make an informed initial assessment before engaging directly with the IA.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_the_investor_charter_required_to_be_on_the_IAs_website\"><\/span><strong>Is the investor charter required to be on the IA&#8217;s website?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investment advisor website disclosure requirements is central here. Yes. The investor charter, along with the MITC, should be accessible on the registered IA&#8217;s official website under the investment advisor website disclosure requirements, giving investors pre-subscription access to information about their rights and the advisory relationship terms.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_should_I_do_if_an_advisory_website_is_missing_key_disclosures\"><\/span><strong>What should I do if an advisory website is missing key disclosures?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investment advisor website disclosure requirements is central here. If an advisory website lacks the registration number, fee schedule, MITC, investor charter or grievance process details, this is a compliance gap. Investors should request this information directly before subscribing and independently verify the entity&#8217;s registration at sebi.gov.in regardless of what the website discloses.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_Univest_disclose_its_registration_details_on_its_website\"><\/span><strong>Does Univest disclose its registration details on its website?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Investment advisor website disclosure requirements is central here. Yes. Univest displays its SEBI RA registration number (INH000013776), research methodology and support and grievance channels on its official website, consistent with the transparency principle underlying investment advisor website disclosure requirements for the equivalent SEBI Research Analyst category.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investment advisor website disclosure requirements in India: mandatory content SEBI requires on a registered IA&#8217;s official website \u2014 registration details, fee schedule, grievance contact and 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