Top 7 Leading Investment Advisors in India [SEBI Registered Investment Advisors]
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In today’s world, when it comes to investment, there are a plethora of investment options available for investors. It is next to impossible for a common investor to be updated about all of them and pick up the one which caters their needs. This is where investment advisors come into play.
An investment advisor is a person or an organization who has detailed knowledge about investments and utilize it to provide investment guidance to their clients. They are updated about the latest asset classes and options available in the market and can help you invest in the option which is best suited for your needs. Investment advisor can also help you in providing research-based recommendations for investing. However, there are hundreds of investment advisors available and it is very difficult to choose one for your needs. Before finalizing any investment advisor, one must check about the advisor’s SEBI registration details and also validate them from SEBI’s website.
Today we will discuss about some of the registered investment advisors based in India which can help you sail through the investing world.
1. CapitalVia Global Research Limited
CapitalVia is a renowned investment advisor based in India. The company is registered in Mumbai and is amongst the oldest standalone advisors in India. The company claims to be the pioneer of the investment advisory space in India and has a team of 100% NISM certified researchers. The company provides trade and investment recommendations in stocks, commodities, derivatives and currencies. Apart from India, the company also serves international customers from Malaysia.
2. Bajaj Capital Limited
Bajaj Capital is another renowned name in the investment advisory industry. The company is based in New Delhi and helps investors with their investment plans by providing ideas from the perspective in investors themselves. Apart from stocks, the company also provides investment advice in mutual funds, post office schemes, real estate etc. The company also provides portfolio management services.
3. DSP Merrill Lynch Limited
A subsidiary of the famous American bank, DSP Merrill Lynch provides advisory spaces from their branch office in Mumbai. It is one of the most reputed financial firms and also provides wealth management services for Indian investors. The company is also appointed as strategic advisor for various reputed Indian forms and government entities. The company helps its clients in capital raising, acquisitions and mergers and also acts as an Underwriter.
4. Kotak Private Equity Group
Popularly known as KPEG, Kotak Private Equity Group is a subsidiary of the popular Kotak Group in India. It provides services to mid-sized organizations and enterprises to transform themselves into industry leaders. Kotak Private Equity Group has its operational office in Mumbai and is also accredited with the tile of Best Performing Equity Broker in India by CNBC in 2008.
5. Unit Trust of India
Popularly known as UTI, Unit Trust of India is a financial company which provides investment advisory services along with an array of other financial services. It also provides an online platform know as learning center of UTI which helps their clients as an online financial guide.
6. BTS Investment Advisors Limited
The company’s headquarters are based in Zurich, Switzerland with its branch office in Mumbai. The company aims to be the country’s growth capital provider and provides prime importance to fairness, confidentiality and integrity. The company claims to be the driving force behind financial growth of various Indian enterprises.
7. PAAR Tax and Investment Consultants Limited
The company has its operational office in New Delhi and provides financial services to their clients. The advice provided are usually in the form of retirement planning, insurance planning, financial planning and portfolio management services. The company has its clients from almost every sector of the Indian business spectrum.
These were some of the investment advisors based in India which can help you sail through the world of investing by providing financial advice. Before finalizing any investment advisor, it is very important to check whether the advisor is registered with SEBI or not. You can also verify the SEBI registration number of the investment advisor by visiting SEBI’s website. Happy Investing!
Author
CapitalVia
Pioneer in Investment Advisor
