Client Testimonials

This is You

SEBI Registered Intermediary

We look forward to you sharing your experience with our services.

Nishith Shah

Founder, N M R Capital Advisors LLP – PMS

We are extremely grateful to Kruti Gogri & Co. for their exceptional support in helping us obtain our SEBI – Portfolio Management Services license. They exceeded our expectations by completing the process much earlier than anticipated. Their meticulous approach, deep expertise, and extensive experience ensured a seamless journey from start to
finish. Ms. Kruti Gogri played a pivotal role, guiding us through each step with precision. Her team efficiently reviewed and submitted documents while proactively addressing any queries. Their comprehensive
understanding of compliance requirements, coupled with their ability to coordinate formalities and provide timely updates, ensured that there were no delays.
The professionalism, attention to detail, and commitment to excellence demonstrated by Kruti Gogri & Co. were truly outstanding. We highly
recommend their services to anyone in need of reliable and efficient regulatory assistance.

Mumbai (Dec 2024)

Nikhil Bhandari

Founder, Stratzy Fintech Private Limited, SEBI Registered RA

Kruti is an absolute expert in SEBI related matters with in-depth knowledge about all legal compliances. She helped us in obtaining SEBI registered RA license for our company, assisting us at every step during the complete process. I would recommend everyone who needs assistance regarding any SEBI related matters to contact Kruti as she is the best advisor in this field.

Mumbai

Prashant Vaishampayan

Trivikram Consultants, SEBI Registered RA – RIA

I got in touch with Kruti when I was looking for hand holding with compliance of Research Analyst and Investment Advisers regulations. I was very impressed with the personalised professional service and advice that were given to me and how she tailored this specifically to suit my situation and future needs. Kruti takes a holistic view of the business. With her knowledge and understanding of RA and IA businesses, Kruti has added business value beyond compliance. I have no hesitation in recommending Kruti’s services with complete trust and I look forward to a continued relationship with her.

Thane, Mumbai
Naresh Bangeja

Naresh Bangeja

SEBI Registered Research Analyst

I sincerely appreciate the efforts that Kruti has taken in my research analyst application process. I believe she has sufficient knowledge about the compliances and process to be followed, she was always available to answer my queries. Getting my registration wouldn’t have been possible without her services.

Navi Mumbai

Gautam Shah

Director, Goldilocks Premium Research – SEBI Registered RA

We are indeed very happy with the services rendered to us by CS Kruti Gogri of M/s Kruti Gogri & Co. She is knowledgeable and has a good grasp on the subject and renders prompt service. She is efficient and works with utmost professionalism. 

Kolkata

Jasdeep Walia

Director and Founder, Clockvine Capital Advisors Pvt Ltd. (PMS)

Kruti helped me with filing the PMS application for my company Clockvine Capital Advisors Pvt Ltd. During my engagement with her, I found her to be extremely professional. Promised timelines were met. She is an expert on SEBI compliance and was kind enough to guide me on the various queries I raised even though a lot of them were not pertaining to the assignment.

I would strongly recommend her services to anybody who is looking for expert advice on compliance or help with filing of various applications (PMS, AIF license etc) with SEBI.

Mumbai (Feb 2024)

Jignesh Mehta

SEBI Registered Research Analyst

Kruti has a detailed understanding of her domain. When I approached her with a question whether I should surrender my SEBI Research Analyst registration or not, as I was doing no work related to it for a long enough time, she asked all the important and relevant questions that helped me decide that surrender of the license was the best option. I really appreciate that all the preparation for the surrender application was made very well in order. She was kind enough to guide me at every step after submission of the application. With her guidance and support, I successfully completed the process.

Ahmedabad, Gujarat

CS Vinay Kulkarni

SEBI Registered Research Analyst

Services rendered by CS Kruti for registration as Research Analyst are very effective, time bound and obviously perfect. I am sure, she will set a benchmark for how services are to rendered by a professional.

Pune

Rohit Katiyar

Founder – Smart-Investing.in

I had first contacted Ms. Kruti by reading her useful articles regarding SEBI regulations via her website and had availed a couple of consultations regarding SEBI RA registration. She has always been very prompt with her responses and has guided me with the correct interpretations of the regulations. She completed the SEBI compliance audit for FY 20-21 for me in the most transparent and process-driven manner. I highly recommend her for SEBI-related regulations’ understanding and compliance.

Pune

Shamshad Sheriff

Director, 29k Investment Advisers

We approached Kruti for compliance seeing her past experience in working with investment advisers. Due to our unique business model it was a challenge initially to get the process right. However, Kruti took all the extra efforts to understand the systems and processes that we followed and helped us to adhere to all SEBI regulations. We can now relax about compliance knowing that we have one of the best compliance officers to provide us with the right advice. Thank you, Kruti!

Bengaluru

Anoop Vijayakumar

Wizemarkets Analytics Pvt. Ltd. – SEBI RIA

We worked with Kruti to get registered as Investment Advisers with SEBI. Because of Kruti’s thorough understanding of the SEBI requirements, we found the process seamless from start to finish. There were absolutely no surprises and we were able to get registered in under 3 months from starting the process.

Bengaluru

P. Sathish

Kruti understands the requirements of new age businesses. She gave a lot of time and attention to the incorporation of our company, explained the process involved and pain stakingly reviewed all required documents which resulted in problem-free incorporation. She is knowledgeable, very upfront and accessible (I live in a different state) which were very important for us. I see us collaborating on any number of things going forward. Great job, highly recommended!

Mysore

Rucha Thakkar

SEBI Registered Research Analyst

Kruti has very good knowledge of the requirement of all documents by SEBI. Without any doubt, I surely recommend her services for registering with SEBI. Thank you Kruti, for your complete support in my registration process.

Nashik

Amit Gadre

SEBI Registered Investment Adviser

Fast, reliable and absolutely focused – my experience with CS Kruti Gogri and team for CKYC registration process. I highly appreciate their professional attitude and timely delivery.

Nashik

Vishnu Menon Panelil

SEBI Registered Research Analyst

Step by step guidance on every level of my research analyst application was provided by Kruti. I really appreciate the generosity and patience she has shown towards me all through this registration process.Excellent drafting skills, on time response and well versed with the subject are the most important qualities which sets her apart from the rest. Highly recommend her services to others. Dear friends – if anyone is in doubt regarding the application process, do it the ‘Kruti’ way.

Kochi

Vasudev Gupta

Managing Director, Prosperity Wealth ManagementSEBI RIA

We approached Ms.Kruti to obtain SEBI Investment Adviser Licence for our company. She had great knowledge on this subject and guided us through the entire process of drafting & filing the various documents required. It saved our company a lot of time and we have successfully received our registration with SEBI with her assistance. On behalf of Prosperity Wealth Management I would like to thank Ms.Kruti for her services and highly recommend her to others seeking similar guidance in this domain.

Chennai

Ronak Maloo

SEBI Registered Research Analyst

I took Kruti’s professional services for registration as a Research Analyst. Her services have not only helped me in getting the registration done but also giving me peace of mind at the same time. Her services are very professional and greatly delivered. Highly Appreciated! Looking forward to working with her in future too. Thank you Kruti!

Chennai

Dr Avanti Doshi

Partner, Nirmiti Investment Advisers LLP, SEBI RIA

We took Kruti’s help to get registration done with SEBI as an Investment Adviser. She has a very good knowledge & expertise in this field. She was very helpful in preparing the application and getting all the documents ready for submission. She guided me at each and every step. The most important help was that she is very patient in handling the matters. She is well informed about SEBI regulations. She is very prompt with her emails and replies to client queries. I would recommend Kruti for all SEBI related processes. Thank you so very much Kruti for all your help and would like your guidance in the future as well. All the best to you.

Pune
Arjun Singh

Arjun Singh

Partner, Hanut Alternate Investments LLP, SEBI registered PMS

Thank you Kruti, for the time and effort spent in putting together my application for a Portfolio Managers License from SEBI. There were new asks/requirements at every turn and plenty of follow up required to see this project through, and you tackled these with spirit. I will recommend your services to any firm looking to apply for a PMS license.

Mumbai

Sachin Kamaiah

Designated Partner, Catia Biofuels LLP

I approached Kruti for putting in place a good LLP agreement and for other paper work pertaining to LLP incorporation. The agreement so drafted really reflected the brief I had given her. The fact that we could walk through step-by-step to handle all issues is fantastic. It was all very convenient and I am very satisfied!

Bengaluru

Somnath Dey

SEBI Registered Research Analyst

When I decided to register as a research analyst, the first hindrance that came in my mind is the obscure and complex process associated with it. Fortunately, I came across Kruti’s blog. I thought of taking professional help because of my time constraints and to expedite the whole process. She was extremely responsive from the beginning. She helped me to fill up necessary details quite diligently. The entire process just became a cakewalk. I got the registration very quickly. The way her service has helped me, it’s inexplicable. I’ll always be  grateful to her.

Nadia, West Bengal

Vidhata Bhide

SEBI Registered Investment Adviser

In the process of registration with SEBI, documentation is the most important aspect. Kruti not only offered real-time guidance in entire application process but also helped me understand the nitty gritty of compliance norms  applicable to Investment Advisers

Mumbai
Soumya Malani

Soumya Malani

SEBI Registered Research Analyst

The best part about having Kruti as your guide in the SEBI application process is peace of mind that you have when you know there is an expert on your side. She has knowledge, experience as well as patience. She guided us at each and every step. Not only did she help us in applying and getting the documents ready but she also guided us in the follow up process and solved all our queries. I highly recommend her service to anyone who wants to apply for SEBI registration.

Kolkata, West Bengal

Santosh Moily

Partner, Moily Patil Finserv, SEBI Registered Research Analyst

Kruti was instrumental in getting our firm registered as Research Analysts with SEBI. She took all the efforts to ensure that we have the proper documentations before we approached SEBI with our application. Her timely guidance was very helpful in effortlessly getting the registration approved for our business. She also ensured that we follow all the compliance procedures during the process. We appreciate her professional services and valuable advice. Thank you Kruti!

Mumbai

Raghvendra Singh

Partner, Ace Capital Services, SEBI Registered Research Analyst

Kruti has been very instrumental in getting my SEBI RA certificate. She provides great support irrespective of your location. Regional SEBI officials are little tricky and needs an expert to help you with the process. Having faced lot of different queries from different SEBI officials, she knows what kind of response will yield positive results. All the best to her.

Lucknow

Kanwarpreet Singh Kanwar

SEBI Registered Investment Adviser

I took services from Kruti to get my registration done with SEBI as an Investment Adviser. She is really good with her knowledge & expertise in the field & more importantly patient in handling the matters. Good luck for future endeavors. Long way to go Kruti!

Kolkata, West Bengal

Shweta Lalani

SEBI Registered Investment Adviser

I approached Kruti for applying for my RIA application to SEBI. She was very helpful in preparing the application. She guided me at every step of preparing the documents and submitting the application. Without her support it would be very difficult to process SEBI documents. She is very dedicated in her work and always ready to support in any kind of query.   I am very happy with her consultation service and will take her services in future too. STRONGLY RECOMMEND HER SERVICE.

Ahmedabad, Gujarat

Laxmikant Bhole

SEBI Registered Research Analyst

Excellent guidance from Kruti for my Research Analyst registration process. Highly recommended!! Many thanks Kruti, appreciate your guidance.

Pune

Harinder Sahu

SEBI Registered Research Analyst

Kruti has helped me at every step of the application process. Her support and guidance help me to get registered with SEBI as a Research Analyst. Thank you Kruti and really appreciate your time and effort.

Hyderabad

Dayanand Deshpande

SEBI Registered Investment Adviser

Kruti has been a very helpful hand in my application process for SEBI RIA application. She has guided me in every step of preparing the documents and submitting the documents. She has a very good understanding of SEBI rules and regulations for RIA.   She is a very dedicated professional and never hesitates to support you. I would recommend Kruti to anyone who is pursuing any kind of SEBI registration.

Pune

Ashif Shaikh

Director, Bull Research Investment Advisors Pvt. Ltd.SEBI RIA

We thank Kruti in guiding us to get the approval from SEBI as an Investment Adviser. Her services were really helpful. We got her guidance at every step of the application and she made us follow the correct path to reach our goal of getting approval. We will take her services in future too and wish her great luck ahead.

Indore

Chetan Chaudhari

Partner, M/s Zygia Investment Advisory, SEBI RIA

We got to know Kruti Gogri through her blog and it was a good experience to work with her. Her consultation services were helpful in getting our investment adviser application approved by SEBI. She was always available to answer our queries. We thank her for helping us and do recommend the services offered by her to anyone looking for SEBI registration.

Mumbai

Anoop Vijaykumar

SEBI Registered Investment Adviser

I came across Kruti’s excellent website when searching for answers to several open questions about the application process for registering as an Investment Adviser. The clarity of her responses to frequently asked questions gave me the confidence to utilize her expertise. She is a thorough professional, has a complete understanding of the process and anticipates potential issues that help reduce the time needed to complete the process successfully. Strongly recommend her services.

Gurgaon

M. Thara

SEBI Registered Research Analyst

When I was looking for some professional help and assistance in the application process of SEBI RA, I came across Kruti’s blog it was really a great find and a breathtaking moment for me.   Kruti’s knowledge about the application process was very clear and she was able to describe the general flow of how things would work and answered all queries in a very patient manner. She had put my mind at ease about the entire process and regulations to which I have to adhere to, and made me feel confident during my course of applying for it.   I am especially grateful for her prompt responses, and she was very easy to get in touch with whenever I needed to. The assistance and support I received was excellent. What I liked most about her services was consistent high quality customer service which was very friendly and non-patronizing. I would highly recommend her to anybody who wishes to use her services.

Thiruvannamalai

Venkatakrishnan

SEBI Registered Research Analyst

When I decided to start my Equity Advisory firm, the first thing I wanted to do is register for Research Analyst with SEBI. After my NISM exam clearance, I googled the procedure for Research Analyst. The first thing that I noticed is Kruti’s blog and she had explained the process very clearly.   Having known the technicalities with the process, and strict application norms of SEBI, I decided to take professional help from Kruti. That’s when I contacted her. From the day I reached out to her with my requirements, she handholded for the entire process with constant follow ups and helped in various stages of preparing the application and submitting with various declarations required. Her promptness in reply is highly appreciated.   Without her help, I wouldn’t have got the registration this fast and the first time itself. I would recommend her services to anyone. I would be taking her services further too.

Chennai

Anand Modi

SEBI Registered Research Analyst

I have found CS Kruti to be both professional and efficient in all aspects of her work. She is ever supportive and empowering. I had her support and guidance at every step of the application. I am very happy with her consultation services and will recommend her services to my family and friends.

Bikaner

Kunj Agarwal

SEBI Registered Investment Adviser

I never thought of getting my RIA registration within a month. Very satisfied with the quality of service provided by Kruti. She is very professional and was always available to answer my queries. Her blogs related to the subject are very useful.

Siliguri

Pritam Deuskar

SEBI Registered Research Analyst

I have done my SEBI registration with Kruti’s help. Her coordination, excellent application drafts and way of working with promptness made it happen really fast. I can’t thank her enough. If anybody is looking for SEBI registration, please get in touch with her.

Pune

Mohit Kumar

SEBI Registered Investment Adviser

Kruti’s knowledge, commitment towards her clients and work ethics are class apart. She is sensitive in addressing her client’s queries – no matter how basic. Thank you Kruti, for your kind efforts in helping me with SEBI application.

Delhi

Lokesh Sethia

SEBI Registered Research Analyst

I was stuck with SEBI Research Analyst application and was searching for professional help. I searched online and came across Kruti’s profile. Contacting her was a great idea. Kruti’s services were helpful in getting my Research Analyst application approved by SEBI. She was regularly in touch with me and made sure I had all the help and information I needed. I am very happy with her service and will continue to work with her in future.

Gurgaon

Abhishek

SEBI Registered Investment Adviser

Your consultation services were really helpful in getting my Investment Advisor application approved by SEBI and I do believe that you have a very nice, interactive and professional approach in your work. I will recommend the services offered by you to everyone.

Gurgaon

Sunil Bhatia

Director, Amazing Rids Private Limited,

“Kruti, you have been brilliant”!! were the only words from all the directors when every other CA told me that my company cannot be made Dormant (due to various factors). Basically they were just looking out for money to be earned in every possible way. Online search brought me to Kruti’s profile, and contacting her was not a bad idea. She made sure, all the help and information was provided to us from the DSC and in timely manner. She even went out of the way to help me regain my digital signature certificate. We are very happy with her services and will continue to do work with her as we are planning something big in future. I wish her all the best for her future engagements.

New Delhi

Dipan Dalal

Managing Partner, M/s M. K Ingredients and Specialities

We got introduced to Kruti Gogri through a friend and it was a great experience to work with her! She very well understands the requirements of the customer and is also very quick and efficient in her response and action to client requests. She got our work done (for Trade Mark application) smoothly and within agreed time lines and was prompt in proactive follow up and updates. We can blindly recommend her work to any family, friends or associates! Keep it up and all the best Kruti!

Mumbai

Gaurav Kulkarni

SEBI Registered Research Analyst

I had a lot of doubts related to the Research Analyst application. I took Kruti’s phone consultation service. Her in-depth knowledge helped me to clear all my doubts. I went ahead and opted for her application service. She ensured I have all the documents and provided the hand-holding till final approval. Really appreciate her hard work during this process. I would recommend her services to anyone looking for the SEBI application.

Pune

Anuj Rakheja

SEBI Registered Research Analyst

I thank Kruti and her team for helping me get my RA license with SEBI. They made the whole process seamless. Kruti’s experience and expertise also helped ensure that all requirements were sorted out even before we submitted the application. This helped ensure that we got the SEBI approval within 6 weeks without any hiccups. Would definitely recommend her services to my network. 

New Delhi