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Investment advisors are financial professionals or business entities that provide personalized advice to clients on investing in securities and other financial products. The Securities and Exchange Board of India (SEBI) authorizes them. SEBI regulates investment advisors under Securities and Exchange Board of India (Investment Advisers) Regulations 2013, which goes through amendment from time to time.
In this article, we will take a look at top 10 investment advisors in India.
Investment advisors offer investment advisory services related to investing in, purchasing, selling or otherwise dealing in securities or investment products. The top 10 investment advisors in India are as follows:
The DSP Merrill Lynch Limited is one of the best investment advisors in India. It was incorporated on 23 December 1975 in Mumbai, Maharashtra. It carries on the business of merchant banking, financial consultants, investment and finance. In 1985, the company was involved in India’s first public issue of bonds in the German Capital Market. It was led by Dedsner Bank AG for the IDBI. It was also involved in raising funds in the Japanese Market for ONGC.
In 1995, the Company signed a Memorandum of Understanding with Merrill Lynch Asset Management (MLAM) to establish an asset management company. The DSP Merrill Lynch comes under the DSP Group - one of the oldest financial services firms in India. One of DSP Group’s founding members helped in the establishment of Bombay Stock Exchange.
At Kotak Private Equity Group, a dedicated team is in place for providing investors various banking services. These banking services include Private Equity Funds, Venture Capital Funds, Real Estate Funds, AIF 1 and AIF 2, etc.
Kotak Private Equity Group’s services are offered to a diverse range of customers, both foreign and domestic, catering to leading global funds as well as large India-dedicated funds. Key products of this financial firm include FX remittance services with hedging options, custodial services, cash and share escrow services. Its other products include Indian tax payments for foreign funds, fund accounting, and current accounts with associated transaction banking services.
It focuses on mid-sized companies and invests in sectors. These sectors include life sciences, retail, media and entertainment, light manufacturing, agri-business, food processing, information technology, and infrastructure-led services, including healthcare, logistics, and distribution. It provides capital, business growth expertise, strategic inputs, problem-solving capabilities, and access to domestic and international business networks.
Unit Trust of India Investment Advisory Services Limited’s journey began in 1988 as a wholly owned subsidiary of erstwhile Unit Trust of India. The firm initially took up the role of Investment Advisor for offshore funds floated by the Unit Trust of India. It was registered as an Investment Advisor with the Securities Exchange Commission (SEC) of the United States of America.
In addition to providing accounting and back office services to the India Growth Fund, India Fund, India Access Fund, India IT Fund, and India PSU Fund, it served as an investment advisor for the India Growth Fund. It frequently declared dividends and had consistently strong performance.
In response to the need to deliver high-quality services in the Trusteeship role, UTI-IAS has stepped up and is currently providing Trusteeship Services with a team of seasoned professionals who are well-versed in and prepared to handle the paperwork, security development, and monitoring aspects of Trusteeship. An officer with over fifteen years of experience leads the team. Trusteeship services provided consist of 3 principal categories: Trusteeship Service for Bonds / Debentures, Security Trusteeship Service for ECBs / Consortium Financing and Trusteeship in Securitization Transactions.
Bajaj Capital is one of the major top 10 investment advisors in India. It has contributed to the Indian capital market’s growth for numerous decades. Bajaj Capital was the first to innovate the companies’ fixed deposit in 1965. Today, the firm plays an active role in the Mutual Fund industry’s growth in India.
In 2023, Bajaj Capital won the ET - Best Brands award. The award event celebrated the remarkable brands that redefined the benchmark in their respective sectors. Bajaj Capital offers need-based solutions at the right value and gains lifetime client relationships through its dedicated team.
Streetgains Technologies Private Limited is a SEBI research analyst. It was founded in the year 2016 with the objective of supporting Indian retail traders in achieving financial independence. It offers data-driven research that covers various stock market strategies, such as technical and fundamental analysis. This helps the clients in making informed investment decisions.
Streetgains helps traders and investors to identify growth opportunities and generate long-term wealth by making use of advanced tools like trend analysis, market sentiment assessments and momentum indicators. Streetgains has become a trusted brand and is acknowledged for its personalized insights that cater to both traders who want short-term gains and investors who want steady returns.
Motilal Oswal Investment Advisors’ investment banking business combines wide deal experience, deep understanding of various industries and extreme customer orientation to provide best possible outcomes to their clients.
The business has expertise in various investment banking products and well-entrenched relationships with investor community, Indian and international corporates and market intermediaries.
In the Motilal Oswal Investment Advisors team, there are 20 professionals with substantial experience in a full range of investment banking advisory and transaction solutions for both Indian and international clients. It covers private equity placements, equity capital markets transactions, and mergers and acquisitions advisory.
Business activities of Motilal Oswal Investment Advisors Ltd include initial public offerings, follow-on public offerings, rights issues, qualified institutional placement, preferential placements, offer for sale, buybacks and open offers. Additionally, in M&A and private capital raising domain, its activities include Buy-Side and Sell-Side M&A Advisor, Private Equity Placements and Structured Finance and Debt Solutions.
CapitalVia Global Research Limited is one of the most popular and best investment advisors in India. It comes with over 15 years of expertise in financial research and consulting domain. It provides recommendations to its clients for Stocks - Cash and F&O traded in National Stock Exchange & Bombay Stock Exchange, commodities including bullions, metals and agro-commodities traded in Multi Commodity Exchange of India Limited and National Commodity & Derivatives Exchange.
Apart from this, CapitalVia Global Research Limited also provides weekly & daily newsletters for preparing its clients for trade. Additionally, it offers other services like FOREX Calls & Commodity Calls for Commodity Comdex International Exchange & offers recommendations to its clients through SMS and live Chat room facilities.
Equentis is one of the top 10 investment advisors in India. Its founder and director is Mr. Manish Goel. Equentis Wealth Advisory Limited came into existence in 2009 as an equity advisory firm. It is dedicated to transforming the domain of financial literacy and wealth formation in the country. Mr. Goel is a qualified Company Secretary (CS), Law Graduate and Master of Int’l Trade and Finance from the United Kingdom. He is a trusted advisor in the investment industry.
Under the leadership of its founder, Equentis has emerged as a ray of hope for numerous investors. The investment advisory firm provides its clients with knowledge, tools and strategies required to understand the complexities of financial markets. Many investors have been able to achieve their financial objectives and secure their futures because of Equentis’ commitment.
AGM Investment is another leading investment advisory firm in India. It aims to provide the best avenues for investment to individuals who want to invest their hard-earned money. The firm strongly believes that “Always Money Grows or AMG” and that selecting the right investment options is what each and every investor must do for their hard-earned money.
Selecting different financial goods is challenging and concerning due to the abundance of financial investment possibilities and their marketing using financial jargon that is difficult for the general public to understand.
An important decision that every investor must make is which investment to make. AMG Invest is the ideal partner to assist all investors in making the best option. AGM deals with third-party investment products and fills the gap between what clients require and what is best available in the market by operating under the Investment Open Architecture approach. AGM is your single place to begin making informed investing selections.
Asset Villa Financial Advisors is another company in our list of top 10 investment advisors in India. It is a full Service Provider that focuses on clients and their end-to-end investment needs.
Asset Villa Financial Advisors come with a thorough understanding that helps them to fulfill the financial goals of their esteemed clients. They design their offering in such a way that it meets most of their clients' needs in various domains under a single umbrella. These domains include Mutual Fund, Debt, Insurance and Financial Advisory Services.
The firm has always placed emphasis on providing quality services and delivering them in a timely manner. The clients reap the benefits of Asset Villa’s expert advice, fact-based guidance and support from a business that genuinely cares about their clients’ growth.
The top 10 investment advisors in India are CapitalVia Global Research Limited, Equentis, Motilal Oswal Investment Advisors, Bajaj Capital Limited, Streetgains, Unit Trust of India, Kotak Private Equity Group, DSP Merrill Lynch Limited, AGM Investment and Asset Villa Financial Advisors. These entities provide financial and investment advisory services to their clients and assist them in financial growth.
If you want to become an investment advisor in India, you must register with SEBI. For assistance in securing Registered Investment Advisor (RIA) License from SEBI, connect with Registrationwala team.
Disclaimer: This article is based on the author’s personal opinion and may or may not represent views of the general public, institutions or organizations.
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