An Investment Advisors provides recommendations or analysis about long-term stocks, best mutual funds advise, ETF, etc. in exchange for a fee.
Based on some parameter they assist individuals, institute and business to build and manage the investment portfolio.
Portfolio Management: Investment Advisors assist in managing and building a customized portfolio.
Financial Planning: Investment Advisors assess the current financial situation to identify future goals and creates long-term strategies for retirement, education, marriage, etc.
Asset Allocation: Investment Advisors do risk profiling as per your risk appetite; they allocate funds in different asset classes to generate optimum return as per your risk profiling. Best mutual fund advisor advice to get best direct mutual funds in India.
Investment Strategy: Best Investment Advisors in India provides at most best recommendation in growth, income, value, or ESG strategies, index fund and long-term shares investment.
Risk Assessment: Evaluating the risks tolerance of the investment before advising. This evaluation assists in mitigation of risk.
Ongoing Monitoring: Rebalancing and adjustment based on fundamental of company, economy and market.
Investment Advisors are regulated under SEBI (Investment Advisors), 2013.
Investment Advisors follow the fiduciary duty as key principles -- must act in the best interest of the client.
Fee Based Models: Investment Advisors charge either fixed fee or a percentage of AUA (Asset Under Advisory). The best part is No Commission.
It helps investors to choose best direct funds, long-term stocks investment.