Advice record — client MC-0137

Maker–checker advice record tied to the client profile · IA Regulations, Reg 19.

✓Profile
✓Suitability
3Advice
Draft Submitted Approved
record REC-2041 · advances maker → checker

Generated summary

from suitability run
Client
—
Risk category
— · score —
New money
—
Allocation
—
Suitability
all checks passed

Adviser narrative

editable · draft
Submitting routes the record to a checker. Nobody can approve their own record.

Submitted advice record (read-only)

Submitted
Record
REC-2041
Client
—
Maker
Priya Kamath · 17 Oct 2026, 11:02 IST
Checker
pending assignment
Advice summary
40% Midcap Momentum 15 · 60% Largecap Low-Vol 20 (new ₹15.0L)
Regulation
IA Regulations, Reg 19

The content is frozen at submission and hashed; the checker reviews exactly what was submitted.

Signed advice record

Approved
Record
REC-2041 · ia_advice
Client
—
Maker
Priya Kamath · Investment Adviser · 17 Oct 2026, 11:02 IST
Checker
Arun Deshpande · Compliance · 17 Oct 2026, 14:35 IST
Approved
17 Oct 2026, 14:35 IST
Decision note
Allocation consistent with Moderate profile; combined exposure within limits. Approved.

Verify

✓ intact
Stored document matches its recorded hash✓
Signature is valid (KMS RSA-3072)✓
Content matches the database✓
Stored PDF matches its recorded hash✓
Record hash
sha256:9c2f00…a7b1
Document (PDF)
sha256:1f83ad…6e20
Signing key
arn:aws:kms:ap-south-1:…:key/qpe-sign-rsa3072
Open in audit →

Indicative only, not advice. This prototype performs no real signing and stores nothing.