An Investment advisory, in financial/investment organizations, is the unit linking the investment

professionals A professional is a member of a profession or any person who works in a specified professional activity. The term also describes the standards of education and training that prepare members of the profession with the particular knowledge and skil ...

in the central asset management unit (Investment Research, Portfolio Management) to the relationship managers and/or to important clients of the asset management organization. Investment Advisors explain the investment ideas of the experts to their internal or external

clientele In sales, commerce, and economics, a customer (sometimes known as a client, buyer, or purchaser) is the recipient of a good, service, product or an idea - obtained from a seller, vendor, or supplier via a financial transaction or exchange for m ...

and propose adequate investment solutions. In turn, they identify needs and wishes of the clients or the Relationship Managers of their organization and transport them to the central (financial/investment) asset management unit. Investment advisers basically provide you recommendations and advice related to your portfolio or investment in different fields like mutual funds, intraday trading, investment in share market, tax-saving policies. In INDIA.,investment advisors are registered with SEBI . If any person wants to be an Investment advisor then he/she will have to go through the registration process of SEBI, then only he/she can provide advice in INDIA. In the U.S.,

investment advisor A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory ...

s are registered with the SEC. Stock market advisory and research services are highly regulated in India. Onl
SEBI registered stock advisory
and investment research analysts are allowed to do so. The complete details of these authorized persons are available on website of SEBI for protection of investors. Unfortunately, the stock market is full of unscrupulous and fly by night operators and as a long-term investor it is advisable that one doesn’t fall a prey to such elements.

References

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