What is SEBI Registered Investment Advisory?

An investment advisory advises investors on buying and selling securities in exchange for a fee. An investment advisor can advise in two ways, offer advisory services directly to clients or issue investment advisory reports, videos, and other publications on specific securities. In a few cases, the investment advisory firm may use both options to offer advice as R&R does. According to Investment Advisors Regulation 2013, an investment advisory or investment advisory firm must be SEBI registered to carry out advisory activities. Therefore, unless an individual or firm has a valid registration with the Securities Exchange Board of India, they cannot act as investment advisors. BSE Administration and Supervision Limited (‘BASL’) is supervisory body that supervises the working of RIAs. Investment advisors offer investment advice on when to buy, sell, hold or deal in securities, investment products, and investment portfolios. The investment advisory can share advice via written, oral formats or other means of communication for the client's benefit, which can include financial planning.

Are we a SEBI Registered Investment Advisory?

Yes, Equentis - Research & Ranking is a fintech platform built by Equentis Wealth Advisory Services Limited which is India's leading SEBI Registered Investment Advisory Services Company with Registration No.: INA000003874. We have specialized in stock advisory services since 2015

Why choose a SEBI Registered Investment Advisor?

When you plan to invest in equities but need to figure out the process, seeking advice is the right way. But whom should you seek advice from, as plenty of investment advisors offer advice? However, you are still determining if their best long-term stock advice will help you fulfill your goals. So, getting advice from a professional investment advisor, chiefly a SEBI registered investment advisor, can help in investing in stock market. Here are a few benefits if you are wondering why you must consider a SEBI Registered Investment Advisor. The SEBI registered investment advisor is responsible for the client's financial well-being above all other motivations, even their own. The client makes the payment, so any guidance offered is based on the client's investing goals in the stock market. Investors will get unbiased smart investment guidance from SEBI Registered Investment Advisors. Moreover, A SEBI registered investment advisor must fulfill essential educational criteria before offering advice. Such investment advisors must meet the regulations set out by SEBI, and in case of any issues, you can file a complaint on their redressal system SCORES. Remember that investment advisors must maintain records and be subject to audits too.

What Is The Role of an Investment / Stock Market Advisory Firm In India?

A stock market advisory firm in India acts as an investment advisor, providing advice on stock market investing. Such investment advisors offer advice for a fee; however, they do not help you buy or sell equity and other securities. The decision to buy or sell in the Indian stock market lies with you. However, your stock market advisory firm will help you understand the nuances of the stock market and share potential high return stock recommendations with you. Often these recommendations are based on thorough research and study of the companies. An investment advisor can also help you monitor your portfolio and recommend adjustments needed to ensure you can make the most of the market changes.

Is financial advisory the same as wealth management?

No, financial advisory and wealth management are not the same. The financial advisory provides investors with advice about buying and selling individual stocks. In contrast, wealth management is a broader term that includes a range of services such as portfolio management, estate planning, tax planning, and other financial services. Investment Advisory provides tailored advice based on your risk profile and appetite to help you make informed decisions when investing in stocks. Our experienced team of advisors will provide the guidance you need to reach your financial objectives.

What is the difference between a financial advisory and a financial planner?

A financial advisory takes care of the present needs of an investor. They help investors decide on investments, build a portfolio and provide general advice about buying and selling stocks. A financial planner looks after the future needs of the investor. They analyze more complex portfolios, plan for retirement and estate planning, and offer comprehensive advice regarding investment decisions. Investment Advisory can provide both services in one - giving tailored stock recommendations to help you achieve your desired outcome.

When should you start talking to a financial advisory?

It's never too early to talk to a financial advisory. The best time to start talking to a financial advisory is once you have identified your financial goals. An experienced investment advisor can help you develop a sound strategy based on your risk profile and investment goals, considering tax implications and market conditions. With their expertise, an advisor can help you achieve your goals promptly and efficiently. They can guide how to best manage your portfolio, which stocks are worth investing in, and advise when it might be beneficial to make changes. Moreover, it depends on your circumstances, but investing can be a great way to build long-term wealth, make investment decisions, track the basics, and provide tailored advice that meets your risk profile and investment objectives. Talking to a financial advisory sooner rather than later can help you get more out of your investments. They can also guide you on when to enter or exit specific investments and markets.

Stock Recommendations & Performance

Deepak Nitrite

946%

in 63 Months

(Feb'2019 - Apr'2024)

Bajaj Finance

477%

in 85 Months

(Apr'2017 - Apr'2024)

Radico Khaitan

430%

in 54 Months

(Nov'2019 - Apr'2024)

Mold-Tek Packaging

181%

in 54 Months

(Nov'2019 - Apr'2024)

Trent

790%

in 49 Months

(Apr'2020 - Apr'2024)

Varun Beverages

754%

in 44 Months

(Sep'2020 - Apr'2024)

KPR Mill

130%

in 32 Months

(Sep'2021 - Apr'2024)

Indian Hotels Company

121%

in 21 Months

(Aug'2022 - Apr'2024)

Bharat Electronics

63%

in 6 Months

(Nov'2023 - Apr'2024)

PB Fintech

93%

in 24 Months

(May'2022 - Apr'2024)

Phoenix Mills

258%

in 37 Months

(Mar'2021 - Apr'2024)

Tata Steel

121%

in 37 Months

(Mar'2021 - Apr'2024)

Bank of Baroda

63%

in 13 Months

(Mar'2023 - Apr'2024)

Torrent Pharmaceuticals

34%

in 7 Months

(Oct'2023 - Apr'2024)

Escorts

303%

in 76 Months

(Apr'2017 - Jul'2023)

Avenue Supermarts

98%

in 45 Months

(Dec'2019 - Aug'2023)

Mphasis

52%

in 32 Months

(Nov'2020 - Jun'2023)

Supreme Industries

118%

in 41 Months

(Nov'2019 - Mar'2023)

Divi's Laboratories

in 33 Months

(Sep'2020 - May'2023)

Amber Enterprises

in 33 Months

(Sep'2020 - May'2023)

The data provided above is sourced from NSE

* The performance represented on this page is historical. Please note that past performance is not a reliable indicator of future performance. Equity investments are subject to market risks. Read all terms & documents carefully. The content on the Equentis - Research & Ranking platform (other than that on the paid customer’s dashboard) is intended to be used for informational purposes only. User must independently research and verify all the information before investing.

Disclaimers:

Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The securities quoted, if any are for illustration only and are not recommendatory.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing.”

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