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
Dv Investment Advisors Llp
DV Investment Advisors LLP (“DVIA”) is a SEBI Registered Investment Advisor (“RIA”), with no conflicts of interest as client is the single source of revenue. We enable individuals and families in building a stream of investment income that helps sustain and improve their current lifestyle by acting as a buffer against inflation and volatility in core income. We follow a dynamic asset allocation approach with investments across multiple asset classes like Domestic Equities, International Equities, Fixed Income, REITs, InvITs, Gold, etc. This mindful diversification helps us create a portfolio that doesn't waver with market volatility and helps to generate portfolio performance during low equity allocation, thus acting as our key differentiator. Our proprietary model is helmed by a team and led by 2 expert partners with an experience spanning over almost 2 decades. Our partners deploy their investment corpus in a similar manner, giving you a reason to believe you can leave your wealth creation on autopilot mode with us. You get maximum returns with minimum involvement. Partner with us today and nurture wealth over a lifetime!
1 to 10 staff
I-Kart Ventures
i-Kart Ventures is a platform that connects vetted Indian startups with institutional investors, including VCs, micro-VCs, and family offices. As a sector-agnostic platform, we take pride in our ability to source and vet the most promising startups across a wide range of industries. We are committed to providing exceptional service to both our startup and investor partners. To maintain the highest quality of offerings, we do not work with companies in the idea or MVP stages. We focus exclusively on revenue-generating startups. Our rigorous onboarding process ensures that we present only the most promising investment opportunities to our network of investors. What sets i-Kart apart is our dedication to transparency and trust. We do not charge any fees or take a share of the profits from our investors, allowing them to make informed investment decisions based purely on the merits of each opportunity. At i-Kart, we are committed to driving innovation and growth in the Indian startup ecosystem. Our team is passionate about connecting promising startups with top-tier investors.
1 to 10 staff
Owls Advisory
We are Asset & Risk Management Advisory Firm which helps Bharitya entereprenuers and MSME Create, Plan, Allocate, Analysis and Risk Mitigate their Asset.
1 to 10 staff
The Trade Bond
Welcome to The Trade Bond, where expertise meets opportunity. Explore a world of financial possibilities with our comprehensive range of products and services. From expert trading tips to personalized investment strategies, we are committed to empowering your financial success. Join us on this journey towards financial excellence!"
1 to 10 staff
H2 Investment Managers
Hitesh Chauhan is a Chartered Accountant and SEBI registered Research Analyst He has been associated with equity markets for more than 18 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. The biggest learning has been that one has to be a keen learner in markets throughout one's life.
1 to 10 staff
Insiderpedia
Insiderpedia is an independent equity research and investor-education platform built to help people invest smarter with data, discipline, and clarity. We focus on identifying early-stage, high-quality, and under-discovered Indian companies through a fundamentals-first and psychology-driven approach. Our research blends financial analysis with behavioral insights to help investors avoid noise, stay disciplined, and make confident long-term decisions. Our community includes busy professionals, entrepreneurs, and long-term investors who prefer a guided and structured investing experience. Through our frameworks, research content, and personalized nudges, we help our clients build and manage their portfolios with calmness and conviction. What We Do- Equity research on emerging and growth-oriented Indian companies - Personalized guidance and portfolio review for investors - Behavioral frameworks - Market outlooks, educational content, and investor psychology insights Insiderpedia Folio — our upcoming behavioral investing app for smart portfolio management Our Mission: To simplify equity investing and make disciplined, research-backed investing accessible to everyday investors. Who We Serve: Investors who want clarity, peace of mind, and expert-guided decision making without the noise and confusion of daily market movements. Our Promise: Clear insights. Disciplined research. Calm investing.
1 to 10 staff
Intellinvestlabs
Intellinvest Labs is a registered MF distributor. We specialize in data based fund selection. The team is made up of alumnus from IIT, IIM, Carnegie Mellon and other prestigious US and Indian universities and with more than 50 years of analytical and financial experience. We programmatically assess MF Schemes; Analyze multiple years of data to help create a balanced portfolio and maintain trajectory of growth
1 to 10 staff
Krypsm
Welcome to Krypsm Advisors, where innovation meets compliance in the realm of decentralized finance. At Krypsm Advisors, we are dedicated to expanding global access to cryptocurrency while adhering to the legal frameworks of each country we operate in. Our commitment to regulatory compliance is paramount, ensuring the protection of our users worldwide, particularly in jurisdictions where cryptocurrency laws are evolving. Our mission extends beyond borders as we prepare to launch the Krypsm Advisors application, backed by a robust market maintenance strategy. Twenty percent of our revenue is allocated to maintaining market stability, underscoring our dedication to operational excellence and user satisfaction. Through this whitepaper, we aim to provide clarity on the technical aspects of our project while emphasizing the importance of thorough research and compliance with local laws before engaging with our platform. For further inquiries, our client service team is readily available at krypsm@gmail.com. Join us in shaping the future of decentralized finance responsibly. Together with our dedicated team and invaluable partners, we are grateful for the support that has propelled us toward achieving our milestones. Explore opportunities with Krypsm Advisors and discover a new era of financial possibilities.
1 to 10 staff
Lakshya Invest Broking & Distribution
WELCOME to Lakshya Invest | Stock Broker Stock Trading & Investment Services. Most people who went to school and colleges never learned how money works, so they spend their lives working for money. We are the best and live market that teaches you how to deal buy/sell stocks, including full TERMINAL training, who will help you LEARN techniques and educate you to understand the the power of money and how it works. Better, how to make it work for you. Do we have the right guidance about money in our lives? We may earn all our lives, however, we may not be able to achieve the wealth or the financial freedom, and the reason is financial education. Just earning in your life doesn't necessarily make you wealthy. It is the right knowledge and the understanding of money workings, right financial education, and right investments at the right time. Understand that wealth is a consequence, not a reward. You can make lots of money and still enjoy your job and sleep well at night :) Actually creating wealth is a plan, not a product or procedure. SO, ARE YOU PLANNING TO BE RICH & WEALTHY? JOIN US.
1 to 10 staff
Lp Securities Ltd
Larsen Panjwani Securities, a company with a vision to provide financial independence to individual, families and our dear ones around. Our values and ethics have been the key to client satisfaction and we would leave no stone unturned to promise the same commitments thereafter. With over three years of successful implementation, and along with our core values, continue our journey in the world of securities, not confined by any barriers. Wish to accomplish the new heights of providing happiness to all. Because it’s never about money.
1 to 10 staff
Nanda Capital Holding
We are Investment arm of Nanda Group who are dedicated to fueling the dreams and aspirations of Indian entrepreneurs.
11 to 50 staff
Rathod Investment
We are in business of advising, executing and managing portfolio within carefully designed process framework in order to build wealth and save money for our customers. Our commitment is to help our Customers to step towards achieving all their financial goals and to help simplify their life. RATHOD INVESTMENT is in existence since 1991 and has in due time established itself as a trusted partner for its customers. Based out of the vibrant & colourful city of RAJKOT, GUJARAT, our endeavour to reach out to more and more customers in providing Wealth services is bearing results. We have more than customers across the country & abroad and manage a good amount gross AUM. Mr. SUNIL RATHOD has over 35 years experience in SECONDARY STOCK MARKET AND 25 YEARS IN Mutual Fund Distribution and Product & Services Marketing. For more then TWO decades he has devoted his professional career to helping individual investors, entrepreneurs, SMEs and their families realize their investment and financial aims. ALSO the trusted Mutual Fund Distributor to a diverse group of individuals and families, including high business class executives, retirees, professional corporate, HNIs and many others. Our Mission To be the most trusted and leading provider of independent Mutual Fund Distributor and to provide best and prompt services to our investors. Our Values Our Clients financial success is our top priority. Integrity and honesty. We treat our investor with respect and provide them with numerous opportunities to learn and grow. Continuous innovation to improve our process and service quality.
1 to 10 staff
Trustworthy Capital Private Limited
We are a financial services hypermarket with tailor-made solutions for HNIs, Mid and Large corporates.
1 to 10 staff
Vitta Capital
Vitta Capital, where financial dreams take flight. We're not just investment advisors; we're architects of prosperity, crafting unique viewpoints tailored for each investor. Join us in the journey to redefine wealth creation, where your money finds purpose and blossoms into a masterpiece of financial success. Invest with vision, invest with Vitta."#VittaCapital #WealthCrafters About Vitta the Reason behind name Vitta वित्त-"Vitta"(वित्त) is a Sanskrit word that means wealth, finance, or money. It is commonly used in financial and economic contexts in India. In modern usage,"Vitta" is often associated with investments, banking, and financial prosperity.
1 to 10 staff
Aaa Profit Analytics
Are you looking for a stock advisor, share market specialist, share advisor, investment advisor PROFIT ANALYTICS here for you.
1 to 10 staff
Bodh Capital
We are a SEBI-registered entity with a focus on sensible investing in quality businesses (stocks).
1 to 10 staff
Capital Investopedia
We are here to help & educate people's who want to invest in stock market to grow there capital.
1 to 10 staff
Grace Investments
Grace Investments provide Simple Solutions for Sensible Investment. Protect Your Family through Various Insurance Policies & Achieve your Goal & Dreams Through different investment options which Provides wealthy future.
1 to 10 staff
Ibi Network
We are a comprehensive business support organization dedicated to empowering new and established businesses in their journey to establish a global presence. Our core focus is assisting businesses in setting up, expanding, and solidifying their international residency, fostering a collaborative network within the global economy. With expertise in investment programs for residence and citizenship, we offer a range of services to help individuals and organizations achieve their goals in a streamlined and responsible manner. Operating across 20 countries, our global operations encompass more than 35 investment migration options. We have established a network of licensed international banking institutions, financial advisory firms, and investment consulting entities specifically designed to cater to the diverse residency requirements of a global clientele. By bringing together a team of experienced consultants, legal and financial experts, and investors, we facilitate the effective and efficient realization of our clients' objectives.
1 to 10 staff
Shasa Global Ventures
Shasa Group is a name synonymous with enduring excellence in the realm of business conglomerates.With a legacy spanning an impressive four decades, we have steadfastly held to our unwavering commitment to unlocking the boundless potential inherent in investment opportunities
11 to 50 staff
Stock Benifits
We have leading Research Analysts who are working on In-house "Harmonic Price & Time Study". This method is a "Lead" Indicator generating advance signals compare to other’s Technical laggard indicators which most of other analysts are using in the Industry. Stock Benifits Investment is a pioneering Research Advisory and Coaching having a team of specialized financial market analysts having massive experience in carrying out capital market research. We deliver reliable tips and advices for stocks, future and option (F&O) traded in the NSE and BSE, commodities such as bullion and metals traded in the MCX and NCDEX. We offer daily and weekly reports having stock and commodity market overview that assists the investors to identify with the trends of the market and assists in taking smart decisions.
1 to 10 staff
T Bull Investments
Your Path to Prosperity T Bull Stock Marketing - Where Investments Soar! Expert Brokers | Market Insights | Global Reach Empowering Investors Since [Year] Building Wealth, One Trade at a Time Join Us in the Bullish Journey!#InvestWithTBull #StockMarketGurus Contact:+91 8374488533 Website: https://tbullinvestments.com/
1 to 10 staff
Ajmera Capital
Ajmera Capital is a leading global investment advisory firm dedicated to helping clients secure their future through strategic international investments. We specialize in second citizenship and residency by investment, real estate, financial products, business ventures, and startups, offering tailored solutions to meet diverse goals and risk profiles. Our expert team guides clients through reputable citizenship and residency programs worldwide—spanning the USA EB5, Canada Start Up & Business PNP Caribbean, Europe, and beyond. We simplify complex applications, recommend optimal investments such as real estate or government bonds, and ensure full legal compliance. These programs unlock visa-free travel, tax benefits, and greater global freedom. Real estate investment is a cornerstone of our services. We connect clients to premium international markets known for capital appreciation, steady rental income, and portfolio diversification. From property sourcing to due diligence and transaction management, we deliver seamless investment experiences aligned with financial objectives. We also provide advisory in associatiion with our partners on a wide range of global financial products—including stocks, bonds, mutual funds, private equity, and alternative assets—crafting diversified portfolios focused on maximizing risk-adjusted returns and long-term wealth growth. For entrepreneurs and businesses, Ajmera Capital supports global expansion and startup investments through strategic market entry, capital raising, and regulatory expertise to foster sustainable success. Built on trust, transparency, and personalized service, we continuously monitor market trends and portfolios to keep investments aligned with evolving goals. Partner with Ajmera Capital to unlock premier opportunities in second citizenship, residency, global real estate, financial markets, and innovative ventures—empowering confident growth and global mobili
11 to 50 staff
Bbfin
Certified Financial Goal Planner
11 to 50 staff
