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.

KEY TAKEAWAYS

  • 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 STRENGTH LIES IN PROVIDING REAL WORLD PRACTICAL SOLUTIONS

STRICT
TIMELINE

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!

MINIMUM
COST

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.

ONE STOP
SOLUTION

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.

TRUST & RELIABILITY

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.

Don't believe us? See our Google ratings!

SAM GETSUGA
SAM GETSUGA
2020-09-06
Verified review
AVS and associates is extremely professional. They take care of all The things abiding by law and integrity whether it’s a tax management or company registration. They have registered a company and took care of the taxes without me breaking a sweat, they took care of everything proactively. I’m extremely satisfied and would recommend to anyone and everyone.
Kavita Sharma
Kavita Sharma
2020-09-02
Verified review
AVS and associates is a very professional team. They handle all things abiding by law and takes out your burden of tax management , assets and all very very precisely up to the point. It’s great working with the team.
Laxmi Kant Thakur
Laxmi Kant Thakur
2020-08-28
Verified review
Chrishans Media
Chrishans Media
2020-03-03
Verified review
Hitesh Gurditta
Hitesh Gurditta
2020-03-01
Verified review
Anish kumar
Anish kumar
2020-02-29
Verified review
chiranjibi shah
chiranjibi shah
2020-02-29
Verified review
A wonderful experience with the team for the easy way out solutions of taxation and related matters...Thanks
Sanjay Thakur
Sanjay Thakur
2020-02-29
Verified review
Best place to work....Thanks Binay Sir...
Sarbendra Yadav
Sarbendra Yadav
2020-02-28
Verified review
RAVIRANJAN KUMAR
RAVIRANJAN KUMAR
2020-02-28
Verified review
DR V K Arora
DR V K Arora
2020-09-06
Verified review
AVS & Associates is a reliable CA firm of Delhi NCR. My company Management Associates Private Limited is taking their services from last ten years. Shri. V K Agrawal of AVS & Associates is knowledgeable, friendly and honest person.
Andrew Samta
Andrew Samta
2020-09-02
Verified review
had a nice experience with AVS. was in a urgent need of some income tax related docs and these guys helped out in really quick time. thanks, and would recommend anyone planning to avail their services....
chiranjibi shah
chiranjibi shah
2020-02-29
Verified review
A wonderful experience with the team for the easy way out solutions of taxation and related matters...Thanks
Amitabh Kulshreshtha
Amitabh Kulshreshtha
2020-09-02
Verified review
I appreciate the fastest way of services by AVS. Till now we got registered around 6 group companies,(Limited, Private Limited and LLP). Their Teams approach to deal with us was something I liked most. Special mention to Mr. Rahul and Ms. Neha. Guys, frankly speaking initially i was in doubt whether to trust these people or not? but once spoke and saw the way they handled my companies formation work, they ended up forming our all group companies and now handling the regular Accounting, Taxation, GST etc... If you are searching for a CA for all your needs, i suggest you may pick these guys and can assign one task before you make any opinions. BTW, we are availing their services since last 3 years. Thanks!
Kavita Sharma
Kavita Sharma
2020-09-02
Verified review
AVS and associates is a very professional team. They handle all things abiding by law and takes out your burden of tax management , assets and all very very precisely up to the point. It’s great working with the team.
Saurabh Verma
Saurabh Verma
2020-02-29
Verified review
I used their services for capital gain calculation and on many other factors to sell my flat in Noida while I'm here in Australia. Mr Vishnu is the man you need. Very professional, prompt replies and went an extra mile to do the job. Highly recommended.
Raj Malhotra
Raj Malhotra
2020-02-29
Verified review
Some highly talented group of indivisuals who do really care for customer satisfaction
Thefairyforce
Thefairyforce
2020-02-29
Verified review
I'm very satisfied with the service here. They have a very good behavior towards us and they listen to our problems closely and give the best solution. If you're starting up or running a business already I would recommend you to come here they are awesome!
Arpit Mathur
Arpit Mathur
2020-02-29
Verified review
There is environment and relation of every employee is very good. Management and discipline is very tough.
Singh Robin
Singh Robin
2020-02-29
Verified review
Highly Professional team. Really appreciate the way team coordinated & made everything easy for me. Thank you & wish you all the very best. Cheers.
ezam zaidi
ezam zaidi
2020-02-29
Verified review
Have been very cooperative. Proactive with every step. The team was patient and they made sure the entire process flow was smooth.
Manish Sharma
Manish Sharma
2020-02-29
Verified review
I got my company registered with avs. I am happy with their services and it was done quickly and in cost effective manner. Recommend anyone want to avail their services.
Pranav Tripathi
Pranav Tripathi
2020-02-29
Verified review
Vishnu ji has been with our company for the past 10 years with many different companies . Soft spoken, humble and a thorough professional.
Kishore Kundan
Kishore Kundan
2020-02-29
Verified review
Very fast service with cost effective..Agarwal sir behavior is very supportive.. I will suggest all to take services from AVS..
Sushil Kumar Raj
Sushil Kumar Raj
2020-02-29
Verified review
I would say they are the best for new company and start ups, the way they deal with person who do not have any idea about setting up of new company is remarkable....