Top 10 SEBI Registered Investment Advisors India (2022)

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A SEBI-registered investment advisor is a professional who suggests and renders advice on investments, securities, asset allocation, and management of portfolios. Investment advisors may also be known as financial advisors or wealth managers.

Following the best SEBI-registered investment advisor in India has several benefits. For starters, SEBI regulates investment advisors and ensures that they adhere to a certain code of conduct.

This helps to instill a sense of trust and confidence in the investor-advisor relationship.

However, getting a SEBI registration is not an easy process. A stock market advisor has to go through a rigorous application and review process before being granted a SEBI registration.

That is why there are only 1324 SEBI-registered investment advisors in India.

With such a dynamic and crucial role to play in an investor’s life, it becomes important to choose an investment advisor wisely. Here are the Top 10 SEBI-Registered research analysts you can consider while choosing the best SEBI-registered stock advisory company for you:

#1 Bajaj Capital Limited

A name that has been synonymous with trust and expertise, Bajaj Capital is one of the best financial advisors in India and the most respected name in the industry. With over 50 years of experience, they have been providing world-class financial services to their clients.

  • Over 300 branches spread across the length and breadth of the country, they have a vast network that ensures easy accessibility to their services.
  • Trusted by 41+ Lakh investors
  • Provides corporate advisory & fundraising solutions as well

For more info, visit: https://bajajcapital.com

#2 CapitalVia Global Research Limited

A Mumbai-based SEBI registered investment advisor, CapitalVia has been in the industry for quite a while now. What started as a small team has today grown into a company with over 75000 clients across the nation.

CaptialVIa started back in 2006, this team is an expert in providing research-based trade recommendations for all levels of investors and traders.

  • NISM-certified research team
  • Dedicated mobile application
  • Also available for the Malaysian stock market
  • A dedicated Telegram channel for stock market updates

For more info, visit: https://www.capitalvia.com/

Also, check out the best SEBI-registered stock advisors on Telegram!

#3 Unit Trust of India

Also known as UTI, Unit Trust of India is one of the oldest mutual fund companies in the country. It was set up in 1964 with the aim to provide goal-based solutions to Indian investors.

UTI has a ton of different schemes under its umbrella that cater to the needs of different investors. Here you can leverage the online learning module to get more insights about investments.

  • Online financial guide
  • Market and Investment Insights
  • Video and Infographic Stock Investment Tutorials

For more info, visit: https://www.utimf.com/

#4 Kotak Private Equity Group

The winner of the Best Performing Equity Broker in India by CNBC in 2008, Kotak Private Equity Group has been one of the best investment advisors in India. Also known as KPEG, it is a part of the Kotak Mahindra Group.

Kotak Private Equity has a team of experienced professionals who have a proven track record in value creation. They work with companies across various industries and help them in transforming into an industry leader.

They work closely with mid-sized and enterprise-level companies across the nation.

  • 5.12 Billion total capital commitments
  • Present in 7 Business Verticals
  • From the house of Kotak Mahindra Group

To know more, visit: https://alternateassets.kotak.com/

#5 BofA Securities Limited

From restructuring, divestitures, acquisitions, de-mergers, and spin-offs to privatization, this company has been a part of some of the most complex transactions. Formerly known as DSP Merrill Lynch Limited, an investment advisory services India, the team has a wide range of options for investors, such as in the areas of Research, Equity Sales & Trading, Futures & Options, and Electronic Trading, Equity Capital Markets, and more. 

BofA has its branches in major cities like Mumbai, Delhi, Chennai, and Bengaluru. Since 1964, BofA has a well-established track record in helping people with raising capital, trading tips and research, and even electronic trading in equities in the country.

  • Executed some of the largest transactions in the Indian Stock Market
  • Innovative and research-based products
  • Pioneer in electronic trading for equities in India

To know more, visit: https://www.ml-india.com/

#6 Asset Villa Financial Advisors

For end-to-end client needs, the team at Asset Villa offers you customized stock investment solutions. You can get research and solution customized just for you as per your financial goals and visions. Experts at Asset Villa are quite popular for developing innovative and creative solutions for different levels of investors.

Asset Villa has a complete solution of resources and products for their customers in all different areas, such as Mutual Fund, Debt, Insurance, Financial Advisory Services, and more. 

  • Fact-based Guidance and Support
  • End-to-End Solutions
  • Goal-Based Planning Tools

To know more, visit: https://www.assetvilla.com

Also, check out the best BankNifty trading tips providers on Telegram!

#7 BTS Investment Advisors Limited

Founded back in 1979, BTS Investment Advisor Limited is a Zurich-based organization that has its financial advisory services in the India branch in Mumbai. This investment advisor is popular for its Multi-Strategy portfolio and risk management strategy solutions 

The experts at BTS have a multi-year track record in successfully managing market cycles, recessions, recoveries, multiple up and down, and whatnot! For those looking for a low-risk stock advisory solution, this could be it. 

  • Technical asset allocation
  • Multi-strategy portfolio
  • Complete digital and online solution

To know more, visit: https://www.btsmanagement.com/  

#8 AGM Investments

A complete advisory company, AGM Investments is a popular name among Delhi-based stock investors and advisory organizations. Here you get a fully dedicated Stock Market Education & Financial Research solution. The team works a lot on fundamental, as well as technical analysis for delivering reliable solutions

Still, a very new organization, AGM Investment has gathered a large number of clients since its inception in 2016. Also, this one is a great solution for beginners as the team offers all solutions, from opening a Demat account to Stock Market research.

  • 2000+ clients served to date
  • Over 10 different awards won by the team
  • Cost-Effective membership plans

To know more, visit: https://www.agminvestment.in/ 

#9 PAAR Tax and Investment Consultants Limited

Another Delhi-based investment advisory organization offers a complete advisory solution for stock investors, including planning, portfolio advisory, financial planning, retirement planning, and so on.

Planning and portfolio advisory, PAAR Tax and Investment Consultants also provide you with a complete portfolio management service that is designed by some of the best active experts in the market. 

  • Clients here are from all different industries 
  • Umbrella solutions for all kinds of planning
  • 24X7 Access to Portfolio with iOS and Android App

For more info, visit: https://pticindia.com/ 

#10 Research and Ranking

A popular name in the market these days, Research and Ranking introduce itself as “A FINTECH PLATFORM WITH 25,000+ INVESTORS”. In its 13 years of existence, the team has expanded itself to 5 major cities across the nation and has over 3700 customers to date. 

The Research and Ranking advisor offers you a customized portfolio solution to cater to your financial goal. The team combines the power of human knowledge and tech solutions to give the best stock investment advice and solutions to all levels of investors. 

  • Over 200 active employees 
  • Well-Researched and Analyzed multi-bagger stock investment solutions 
  • Get detailed research reports

For more info, visit: https://www.researchandranking.com 

In the end

Here, ends your list of the top 10 Sebi registered stock advisory companies. These top financial advisors in India can help you in making the most of your assets and minimizing the possibility of losses as much as possible. 

So choose the best financial planners in India now and start investing!

Still, confused? Contact us and we will help you choose the best investment advisor as per your financial needs.

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