SEBI Registered Investment Advisors - Best Financial Planners & Investment Advisors

There are many types of advisors out to help you with your money. But only a SEBI Registered Investmemt Advisor (RIA) is allowed by the regulator SEBI, to offer financial advice. Check if your advisor is SEBI registered.

Whom would you trust your life with? A certified doctor, a quack or a medicine seller? Similarly for your financial matters, go with a SEBI Registered Invsetment Advisor (RIA).

Get Meeting Setup With SEBI Regd Advisor Free 15 minute slot. No obligation

How Is a SEBI Registered Investment Advisor Different From a Certified Financial Planner?

The Securities & Exchange Board of India (SEBI) is the main regulator for all investments just like Reserve Bank of India is for all banking. In the year 2013, SEBI came up with a landmark regulation that set up strong standards for advisors. This covered education, experience and certification level of the advisors. 

RIAs are bound by a code of conduct and cannot be paid by the mutual funds and insurance companies. This keeps the advice unbiased and removes conflict of interest. An RIA acts only in the investor's interest based on their personal risk profile and life needs.

Six Questions Only A SEBI Registered Investment Advisor Can Help You Answer

1. Where To Invest? Whom To Trust?

An RIA helps you invest in the best-performing assets with the least cost. Since the fund houses and producers do not pay the RIA, you Get Honest And Neutral Advice.

2. Where Is My Money Going?

You get a complete Financial Plan. De-stress with a full view of all your finances. Get expert advice on the right asset allocation. Track financial goals such as children education and retirement. 

3. How Is My Portfolio Doing?

Because there is zero conflict of interest, you can get an honest health check on your portfolio. Reduce the risks of concentration, performance. Cut potential losses with rigorous tracking.

4. When And How Much?

An RIA is like a health & wellness coach for you, on the wealth side of life. Get personalised investment advice and insights: when to add, when to get out. Use timely rebalancing to power charge your portfolio.

5. How Come Agents Make More?

The billion-dollar secret in personal finance is hidden commissions and brokerages. Regular plans of mutual funds load daily commissions, which compound up to 40% over time. ULIPs, FDs are worse. RIA advises on direct plans for a small honest fee.

6. How Safe Is My Money & Data?

Free platforms may compromise your data. Worse your wealth is at risk as they may push wrong funds for their own reasons. You might be their product! But a SEBI RIA assures security & privacy. You benefit 2x to 3x with a transparent upfront model aligned to your growth.

Get Started With A SEBI Registered Investment Advisor

It is easy to hire a registered investment advisor to create the financial future you deserve. Get your finances in control with honest advice (avoid certified financial planners earning commission income)

Click below to schedule a meeting with our advisor. We will help you with a personalized investment plan.

Get Meeting Setup With SEBI Regd Advisor Free 15 minute slot. No obligation