About

About Us

Control Wealth Advisors was founded by Abhishek Phore and Harsha Grewal. Abhishek Phore is the principal officer, and Harsha Grewal is the legal compliance advisor. We specialize in providing holistic investment advisory services.

Abhishek Phore

Graduated from Ramjas College, Delhi University in Economics (Hons.). Post graduation from University of Bristol, United Kingdom in Msc. Economics, Finance and Management

Over 7 years of professional experience in Finance, primarily in wealth management, working with renowned firms such as Moody’s, Client Associates, and Waterfield.

Passionate about Wealth Management and an avid sports enthusiast, particularly in Lawn Tennis.

Harsha Grewal

Holds a Master’s degree in Law from IP University, Delhi. A leading lawyer specializing in Corporate Law, Taxation Law, and Intellectual Property Rights, with over six years of experience in law and management.

Previously served as an Assistant Professor of Law.

Abhishek Phore & Harsha Grewal

Vision

Vision

Our vision is to democratize high-quality financial advice, making it accessible to everyone, not just HNIs and UHNIs.

Mission

Our mission is to empower clients to achieve their financial goals through expert advice, innovative solutions, and personalized service. Additionally, we aim to enhance their financial literacy and guide them toward financial wellness.

FAQs

How does the pricing work?
We offer two fee structures: an ‘Asset Under Advice (AUA) Fee’, charged quarterly in advance for 3 months period, starting at 0.70% per annum, or a ‘Fixed Fee’ only option, charged semi annually in advance at INR 9,000 for 6 months period, irrespective of AUA. For more information, please visit our ‘Price’ Section.
How does the fee structure work?
For an AUA below INR 0.20 Cr, the ‘Fixed Fee’ structure will apply. Once your AUA reaches INR 0.20 Cr or above, the ‘AUA Fee’ structure will apply. Clients on the Fixed Fee mode are required to switch to the AUA-based mode upon crossing the INR 0.20 Cr threshold.
Is there any difference between two fee structures?
No. The scope and quality of services remain exactly the same under both fee structures. For more details, please refer to our ‘Price’ section.
What is the onboarding process?

We begin with an introductory call where we understand your financial position. We request your financial and goal-related data to facilitate the creation of a comprehensive financial plan, including strategic asset allocation. Subsequently, A guided call will be arranged to provide detailed insights on your plan. You will be charged only upon approval of your financial plan or strategy and assurance in our methodology.

Regardless of the fee structure you select, our process commences with the signing of an Investment Advisory Agreement (IAA) that adheres to SEBI regulations. Upon completion of these initial steps, you will receive a login ID for our tech platform, granting you real-time access to updates on your investments.

What kind of data I need to provide?
We require your financial data, encompassing income, expenses, goals, assets, and liabilities. While the provision of this data is not mandatory, we strongly encourage you to furnish as much information as possible. Doing so will enable us to offer more thorough and tailored advice to meet your financial needs.
Do I pay commission?
As a SEBI Registered Investment Adviser (RIA), we exclusively charge advisory fees without any commission or hidden costs. We prioritize full transparency in our services.
Can I trust Registered Investment Advisers (RIAs)?
Yes, you can trust Registered Investment Advisers (RIAs). RIAs are legally obligated to act in their clients’ best interests, adhering to a fiduciary standard. This means they must provide unbiased advice and fully disclose any potential conflicts of interest. Additionally, RIAs are regulated by the Securities and Exchange Board of India (SEBI), ensuring they meet stringent regulatory requirements and maintain high ethical standards.
What is your cancellation policy?
If you are not satisfied with our services, you may submit a written request to terminate the agreement, and we will refund the fee for the unused period. Additionally, a full refund will be provided within the first 15 days of signing the agreement, no questions asked.
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