Directory · IN
Investment Advice in India
A register of firms and the professionals working at them in the Investment Advice sector based in India. Browse the public index, then filter or export on Kipplo.
Companies
172 on file
Dalal Street Investment Journal
Most big things start small. And that applies to the DSIJ Company as well. Starting off as a 12-page cyclostyled stapled booklet in 1986, Dalal Street Investment Journal (DSIJ), the flagship product of the company, soon began to be looked upon as the gospel of stock market investing. Indeed, it has been a remarkable and rewarding journey so far! At a time when quality financial and guidance was rare, the company (DSIJ) pioneered many ‘firsts’ to cater to the fast growing investor base of India. Over the years, its primary publication and other products have helped investors create and protect their wealth in the most meaningful manner, guiding both new investors and the experienced ones, not to forget the established traders, to choose the right stocks, avoid pitfalls and reap the benefits of high tides in the vast ocean of equity investments. As a matter of fact, DSIJ is elder to SEBI (1992), NSE (1992), online trading (1995), Demat (1996), internet trading etc. It is this vast experience, study and toughening during all kinds of scams and markets ups and downs that gives DSIJ an unbiased balanced insight about the several unfolding events without getting swayed by temporary and misleading populous excitement. In addition to its flagship product, DSIJ in recent years has gone beyond the realm of print media to engage and deliver its high-powered performing research products via newer media like the internet, mobile, tablet, real-time simulation, etc. – the point being that it understands the position that the digital domain has come to occupy in our lives. Also, these products are now more aligned and specifically address the needs of investors, traders and beginners as need be. Come and be a part of the ever-growing 8, prosperous members of DSIJ family and get a close view of how the markets play out!
51 to 200 staff
Moneypalm Brokers Pvt Ltd
Moneypalm was setup in 2012, by a highly respected group of top professionals and most intelligent brains in the Indian Stock Broking Industry, with a vision to provide exceptionally professional investing experience which is highly customer centric, economical, transparent and easy to use. Group is headed by Mr Nirdosh Gaur, who is one of the most reputed and honoured names in the Indian Stock Broking Industry. Having a firm belief in our Pro Client Philosophy – “Together We Grow”, we strive to provide our clients tailor-made, exceptional services to suit individual needs of every customer. Moneypalm offers cutting edge technology and highly personalized support from dedicated relationship managers and impeccable educational and training guides to help you trade with confidence. Moneypalm offers comprehensive solutions for all your investment financial and investment needs which include investments in Equities, Derivatives, Currency, Commodities, IPO, Mutual Funds, Real Estate and Demat Services with the most credible and authenticated data support to manage your investment. Moneypalm is a member with NSE, BSE, MCX and CDSL.
51 to 200 staff
Pi
Pi – Answers to All Things Money. Hyper-personalized, Unbiased, Commission-free. India’s 1st Generative-AI powered Personal Finance App. The holy trinity of Advice + Execution + Monitoring – your end to end solution for personal finance. Hyper Personalized Advice: PiChat – India’s 1st Generative AI Powered Chat tool that gives you financial advice hyper-personalized to your requirements and profile. Sample questions that you can ask: 1. Should I buy Reliance? Help me with Free ITR filing. Ideal insurance cover amount for me? Please review my existing investments. I want to invest Rs 10 lakhs. Basically, Ask Anything Money! All-in-one Monitoring: Track all your stocks, mutual funds, bank FDs/RDs, insurance and everything money, right in one dashboard Track all your expenses, bank accounts, loans, EMIs etc. from the same dashboard Automatic tracking, fetching and updates of your assets, liabilities and net worth. Seamless Execution: Buy and Sell Stocks from any of your existing broking account right within the app Buy and Sell Mutual Funds, SIPs, ETFs Direct mutual funds, SIPs with no commission or hidden fees
11 to 50 staff
Prudeno Wealth Advisors Pvt. Ltd
Prudeno Wealth Advisors is a SEBI Registered Investment Advisory Firm catering to High Income Families to manage their Personal Finances.
1 to 10 staff
Arjuna Research And Financial Services Private Limited
ARFS is a financial services firm, registered with the Securities and Exchange Board of India (SEBI) as a Research Analyst Our mission is to empower our clients to achieve their financial goals by unlocking the potential of the Indian stock market.
51 to 200 staff
Mining
self mining coin with taxol
201 to 500 staff
Prospurts
Wealth Advisory
11 to 50 staff
Future Savings
future savings is a company based out of, 112 & 113, Chinthamani, Chennai, Tamil Nadu, India.
11 to 50 staff
Penaite-Altinvesting
As a new age investment platform we provide alternative investment options which suits every type of investor.
1 to 10 staff
Signalz.In
Your gateway to expert stock market insights! Subscribe to channels of SEBI-registered professionals for top-tier trading tips and strategies. Elevate your investment game with us!#SmartInvesting #MarketMastery
51 to 200 staff
Hp Private Wealth Advisory Services
HP Private Wealth Advisory Services is a proprietorship set up by Himanshu Pravinchandra Pandya, CFA. He is a SEBI registered investment advisor with registration number and BASL registration number 1901. He has been providing investment advice to clients from various backgrounds as per RIA Act guidelines. Disclaimers: 1. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
1 to 10 staff
Paraxion Market Consultancy Pvt Ltd
We are Suggesting best stocks to buy for Intraday and Long term also.
11 to 50 staff
Pride Trading Consultancy Private Limited
Pride Trading Consultancy Pvt. Ltd. is a leading Financial Services provider committed to make fair, holistic and top quality financial recommendations accessible to all traders and investors. It is one of the few organizations providing research and information on Indian capital markets mainly based on Technical Analysis and enjoys a strong reputation amongst investors, brokers and researchers. Our team is highly skilled with experienced analysis. Our efforts are to provide you more & more profit in every trade. We are working in this industry from last 7 years, We are devoted to your service.
51 to 200 staff
Sidd Traders
Welcome to SIDD TRADERS, a leading provider of personalized investment solutions for individuals, families, and institutions. With investment experience and a deep commitment to our clients' financial success, our team of expert portfolio advisors has a proven track record of delivering exceptional investment results. At SIDD TRADERS, our investment philosophy is grounded in the belief that risk and return are inextricably linked, and that successful investing requires a well-balanced approach that integrates multiple disciplines and perspectives.
11 to 50 staff
Greenshoots Wealth
The journey you make is incomplete without its Guide, the journey to representing the complete you, your goals, and ambitions cannot be properly portrayed if your financial journey is not taken care of. Whether you are a HOUSEWIFE looking to pursue your financial independence or a working woman driven by personal goals, or in your teens and want to know how to launch your startup soon or you have started earning and want to save enough for that big vacation or a gadget! With an in-house research team that is constantly in touch with the latest market trends and forecasts, our relationship with clients is that of building long term trust. Unlike an agency where a change in personnel handling your finances puts you in a state of confusion and unease, our experts singlehandedly guide you through every stage. 100% online access to portfolios through web and mobile applications enable our client’s high-speed transactions and convenient digitised operations. Green Shoots Wealth, taking inspiration from the five fundamental elements of nature – fire, water, air, earth, and space represents the five key values we stand for – awareness, the right nutrition, momentum for growth, motherly care, and independence.
1 to 10 staff
Grow House Wealth Management Private Limited
Grow House Wealth Management Pvt. Ltd. is a privately held Merchant Banker establishing itself as an end-to-end solution provider in the financial domain with a strategic focus on providing a one stop consultancy for, including but not limited to, Public Issue Management, Initial Public Offering, Project Counselling, Credit Syndication, and Underwriting Services.
1 to 10 staff
Mk Financial Services
We understand the unique challenges that come with managing wealth. We have served as a trusted partner of individuals and families, providing customized wealth management solutions based on a thorough understanding of each clients’ finances, objectives and values.
1 to 10 staff
Prime Info Pvt. Ltd
We at Prime Info Investments are one of the top #InvestmentAdvisors in Thane. We are a trusted #InsuranceAdvisor and #MutualFundDistributor in Thane. Our services include #InvestmentPlanning,#Insurance,#PortfolioManagement, Financial #GoalPlanning,#TaxPlanning,#RetirementPlanning,#InsuranceClaimAssistance. We provide a range of #investmentoptions including #Mutualfundinvestments,#HealthInsurance,#LifeInsurance,#TermInsurance,#GeneralInsurance,#AlternateInvestmentFunds,#Liquiloans,#StructuredProducts. We assist our clients with our tested #investmentstrategies for #financialplanning and guide them how to invest in #bestmutualfunds for #retirement, best mutual funds for children’s higher education,#mutualfund for #taxplanning.
1 to 10 staff
Quantum Global
We are an advisory firm specializing in impact investment programs for global residency and citizenship. We are devoted to assisting families in securing their financial futures and fostering personal fulfilment through the journey to becoming Global Citizens. Acknowledging the complexity of navigating global residency and citizenship, our team is committed to simplifying your process. At Quantum Global, we prioritize establishing robust, enduring relationships with our clients, ensuring ongoing support and sustained success.
1 to 10 staff
Rathifinserv
We as Rathi Finserv, incorporated in the year 2007. Having Experience of over 12 years in different areas of Finance, Investments & Accounting. Presently having 600+ satisfied clients with over 70 crores Asset Under Management. Guiding clients to achieve their financial goals with effective and smart investment planning. Products : • Mutual Fund • Portfolio Management Services (PMS) • Tax-Free Bonds • Equity & Derivatives • Private Equity Fund • Insurance • Model Funds • Fixed Deposit & NCDs
1 to 10 staff
Richesse Consultants Llp
M/s. RICHESSE CONSULTANTS LLP incorporated in FY 2017, is a Research Entity registered with SEBI (Securities and Exchange Board of India)- Registration No. We provide Research Services to guide investors for Long Term Investments in Equities.
1 to 10 staff
Shelton Streets
Making Effective use of Technology to provide trades in KLSE,FOREX,FCPO, GOLD,SGX, WORLD INDICES
11 to 50 staff
Wealth Builders
We are here to provide you the most tailored financial advice. Our duties are to identify your investment goals, formulating investment strategies, issuing client documents, and more. We are here to understand your financial goals and to assess client’s financial needs, including retirement, saving for college, homebuying, charitable donations, budgeting, debt reduction, or generating income. In addition to helping clients achieve their goals, a financial advisor will often help them understand the strategies behind investment decisions such as stocks and bonds, tax laws, and insurance factors. Whether working for a money management company or a financial corporation, financial advisors provide the skills needed for preserve, allocate, and grow their savings.
1 to 10 staff
Ashmore Investment Management India Llp
Ashmore Investment Management India LLP (AIMI) is an investment management firm domiciled in Mumbai, established in 2016. The main activity of AIMI is to render investment advice to Foreign Portfolio Investors and institutional investors overseas. AIMI is managed by experienced investment professionals who have worked both in India and overseas with a deep specialization in India, the Indian Subcontinent and South East Asia in particular and have been an integral part of Ashmore’s equity team since 2006.
1 to 10 staff
