INVESTMENT ADVISORY SERVICE
Investors on the Indian stock market face a huge gap when it comes to seeking investment advice. There are plenty of online investment advisors promising to get rich fast schemes, fired multi-bagger portfolio tips for sure, and whatnot. Also, very frequently most of you would have received calls from questionable stock advisory firms that offer fast returns by ‘share market’ trading. Often, if you’re not doing enough due diligence, things can get very tricky when it comes to financial advice, wealth management strategies like financial planning, retirement planning, etc. Investors can notice several distributors or agents that work under the financial advisor label.
They do not charge you any fees but get fat commissions from the sale of various financial products such as mutual funds, insurance, structured goods.
- Investment advisors are financial professionals who make recommendations for investments or perform security analysis in exchange for a fee.
- Investment consultants also have discretionary control over the assets of their customers and are expected to follow fiduciary responsibility requirements.
Frequently Asked Questions
An investment advisor is an individual or a company specializing in advising clients on the purchase and sale of securities, in exchange for a fee. First, an investment consultant can provide its services by working directly with its clients to provide investment advice
An investment advisor offers clients advice on investing in securities such as stocks, shares, mutual funds, or hedge funds on exchanges. Any financial advisors handle stock portfolios. The opportunities to run your own brokerage overtime particularly in wealth management become very attractive.
Investment advisors work as financial industry practitioners by offering advice to investors in return for unique fees. Investment advisors owe their clients a fiduciary obligation and are expected to always put the interests of their clients first.
For example, Investment advisors must ensure that priority is given to clients' transactions over their own and that any recommendations made to clients are well suited to the needs, desires, and financial circumstances of those clients. Advisors to invest will need to be cautious to prevent any actual or potential conflicts of interest.
Most financial planners are investment consultants but not all financial planners are investment consultants. Advisors that can only suggest investing in a limited range of goods are considered Salesmen.
Pursuant to the SEBI (Investment Advisers) Regulations, 2013, which came into force on April 21, 2013, no individual or entity may act as an investment advisor without obtaining a SEBI registration certificate.
These regulations specify educational and professional credentials, criteria for capital adequacy, guidelines for risk profiling and suitability, and code of conduct, to ensure that the advice is of high quality and in the best interests of the client.
Why Select Us?
Our foremost priority is to provide Instant Support and are always very particular on adherence of timely delivery so that you don’t miss out on deadline. We have worked with some most time strict clients and we have never missed our target. Our one thumb rule says that “If we miss a deadline we are out”. Accounts and Finance function need always alert eagle eye approach!
Our prices are most reasonable and under budget that you never realize any cost burden in your organization in comparison of value addition we bring in. We believe in adoption of your business first and fee shall take care of itself mantra. We never bill for disappointment and take ownership. It is how we like to be treated and that is how our customers are served.
We at AVS & Associates only recruit experienced, skilled professionals who have proven expertise in their field. With a diverse Team of Chartered Accountants, Company Secretaries, Lawyers, and various other consultants on board, we offer end to end financial and legal service under one roof saving time and energy and bring synergy effect between various functions.
Having over 20+ years experience in the leadership team ensure we maintain highest ethical standards and never go out of trust with you. We always believe in long term relationship with our clients hence integrity is something we value the most. We ensure transparency in communication, service and cost. Our specialized experts helps in maintaining high quality.