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        PTI News

        Bridging advice gap for India's 55 million mutual fund investors big opportunity: PowerUp Money CEO

        July 24, 2025

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        SEBI-registered RIA ensures unbiased, transparent mutual fund advice and non-AUM fee advisory for retail investors via app. SEBI-registered RIA status and a transparent non-AUM fee design underpin PowerUp Money's advisory proposition: research-backed fund ratings, portfolio benchmarking, and in-house multi-decade data models are used to deliver unbiased mutual fund advice, support tax-efficient rebalancing, and simplify disclosures for retail investors through an app-based do-it-yourself platform with an optional paid membership for end-to-end guidance.

        Cases where this provision is explicitly mentioned in the judgment/order text; may not be exhaustive. To view the complete list of cases mentioning this section, Click here.

        Provisions expressly mentioned in the judgment/order text.

        <h1>SEBI-registered RIA ensures unbiased, transparent mutual fund advice and non-AUM fee advisory for retail investors via app.</h1> SEBI-registered RIA status and a transparent non-AUM fee design underpin PowerUp Money's advisory proposition: research-backed fund ratings, portfolio benchmarking, and in-house multi-decade data models are used to deliver unbiased mutual fund advice, support tax-efficient rebalancing, and simplify disclosures for retail investors through an app-based do-it-yourself platform with an optional paid membership for end-to-end guidance.

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