1 / 2

Finding the Right Investment Advisor Why SEBI Registration Matters

SEBI registration can make all the difference when choosing an investment advisor. Learn about the importance of SEBI registration for investment advisors and how it ensures ethical practices and regulatory compliance.<br>

ruchika7
Télécharger la présentation

Finding the Right Investment Advisor Why SEBI Registration Matters

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Finding th Finding the Right Investment e Right Investment Advisor: Why SEBI Registration Advisor: Why SEBI Registration Matters Matters With the recent rise of social media influencers and self-proclaimed investment gurus, the lines between informed financial advice and reckless speculation have become increasingly blurred. Many individuals are now dispensing investment advice without proper training, expertise, or even an understanding of financial markets. Unfortunately, this has led to an alarming increase in investment scams and fraudulent schemes, leaving many unsuspecting investors vulnerable to financial ruin. In this context, it is important to understand the benefit of engaging with a qualified investment advisor in today’s complex financial landscape. A reliable investment advisor can help you navigate the ever-changing investment setup and provide you with a personalized strategy that is tailored to your specific needs and goals. They can also help you avoid common investment pitfalls, such as emotional decision-making, market volatility, and investment scams. Let’s read more about who is a SEBI SEBI- -registered investment advisor registered investment advisor.

  2. Who is an investment advisor? Who is an investment advisor? The SEBI (Investment Advisers) Regulations, 2013 defines an investment advisor as an individual offering investment advice to clients, other individuals, or groups of individuals for a fee. It is important to note that investment advisors are distinct from financial advisors. While financial advisors may provide investment advice, they may also offer other services such as tax planning, retirement planning, and insurance planning. In contrast, investment advisors specifically provide advice and recommendations related to securities and investment products. Looking for a reliable investment partner? Teji Mandi you with expert advice and recommendations. Sign up now! Teji Mandi is here to provide Who is a registered investment advisor? Who is a registered investment advisor? A SEBI-registered investment advisor is an individual or entity that has obtained registration from the Securities and Exchange Board of India (SEBI) to provide investment advice and related services to clients in India. Introducing the SEBI investment advisor regulations ensured that investors are not duped by unscrupulous individuals or entities that claim to be investment advisors but lack the necessary qualifications, expertise and experience.

More Related