99+ Best SEBI Registered Investment Advisors in India [February 2024]

In the dynamic landscape of investment, navigating the complexities of financial markets can be a daunting task. Whether you’re a seasoned investor or just starting on your wealth-building journey, the guidance of a knowledgeable and experienced advisor can make all the difference. SEBI registered investment advisors stand out as trusted professionals who provide valuable insights and personalized strategies to help individuals achieve their financial goals.

Regulated by the Securities and Exchange Board of India (SEBI), these advisors adhere to strict standards of conduct, ensuring transparency, integrity, and accountability in their practices. In this comprehensive guide, we explore the benefits of choosing a SEBI registered investment advisor and highlight the top advisory firms in India that exemplify excellence in wealth management. From regulatory compliance to personalized service offerings, we delve into the key factors that distinguish these advisors and empower investors to make informed decisions about their financial future.

While the process of obtaining SEBI registration is rigorous, it serves as a hallmark of credibility and expertise. As of 2024, India boasts a select group of 1324 SEBI registered investment advisors, each distinguished by their commitment to excellence and client satisfaction.

Choosing the right investment advisors is paramount to achieving your financial goals. To assist you in this endeavor, we present a curated list of the top 10 SEBI registered investment advisors in India, along with key highlights of their offerings:

Advisor NameWebsite Link
1. Bajaj Capital Limitedhttps://bajajcapital.com
2. Stocks Timet.me/joinstockstime
3. Unit Trust of Indiahttps://www.utimf.com/
4. Kotak Private Equity Grouphttps://alternateassets.kotak.com/
5. BofA Securities Limitedhttps://www.ml-india.com/
6. Asset Villa Financial Advisorshttps://www.assetvilla.com
7. BTS Investment Advisors Limitedhttps://www.btsmanagement.com/
8. AGM Investmentshttps://www.agminvestment.in/
9. PAAR Tax and Investment Consultantshttps://pticindia.com/ 
10. Research and Rankinghttps://www.researchandranking.com
  1. Bajaj Capital Limited
    • With over 50 years of experience, Bajaj Capital is a trusted name in the industry, serving 41+ lakh investors.
    • Boasts a vast network of 300+ branches across the country for easy accessibility.
    • Offers corporate advisory and fundraising solutions in addition to financial services.
  2. Stocks Time
    • India’s premier SEBI registered investment advisory, specializing in options trading with a focus on precision and finesse.
    • Provides daily complimentary trading calls with an accuracy of up to 98%.
    • Expertise in research-based positional trade recommendations for investors and traders of all levels.
  3. Unit Trust of India (UTI)
    • One of India’s oldest mutual fund companies, UTI offers goal-based solutions to Indian investors since 1964.
    • Features a diverse range of schemes catering to different investor needs.
    • Provides online learning modules for enhanced investment insights.
  4. Kotak Private Equity Group (KPEG)
    • A part of the esteemed Kotak Mahindra Group, KPEG has a proven track record in value creation and equity brokering.
    • Offers expertise across seven business verticals with a total capital commitment of 5.12 billion.
    • Renowned for fostering transformation in mid-sized and enterprise-level companies.
  5. BofA Securities Limited
    • Formerly known as DSP Merrill Lynch Limited, BofA Securities is a pioneer in electronic trading for equities in India.
    • Offers a wide range of investment options including research, equity sales, and trading, futures and options, and more.
    • Executes some of the largest transactions in the Indian stock market with innovative and research-based products.
  6. Asset Villa Financial Advisors
    • Provides customized stock investment solutions tailored to individual financial goals.
    • Offers end-to-end solutions encompassing mutual funds, debt, insurance, and financial advisory services.
    • Known for fact-based guidance, goal-based planning tools, and personalized support.
  7. BTS Investment Advisors Limited
    • A Zurich-based organization with financial advisory services in India, BTS specializes in multi-strategic portfolio management and risk mitigation.
    • Offers technical asset allocation and digital solutions for a seamless investment experience.
  8. AGM Investments
    • A Delhi-based advisory firm offering comprehensive stock market education and research solutions.
    • Utilizes fundamental and technical analysis to deliver reliable investment recommendations.
    • Known for cost-effective membership plans and personalized client service.
  9. PAAR Tax and Investment Consultants Limited
    • Offers a complete range of advisory services including planning, portfolio management, and financial planning.
    • Provides 24×7 access to portfolios through iOS and Android apps for client convenience.
    • Tailors solutions for clients across diverse industries with a focus on comprehensive planning.
  10. Research and Ranking
    • A fintech platform with over 25,000 investors, Research and Ranking combines human expertise with technology to offer customized portfolio solutions.
    • Operates in five major cities across India and has served over 3700 customers to date.
    • Known for well-researched and analyzed multi-bagger stock investment solutions.

Benefits of Choosing a SEBI Registered Investment Advisors

Choosing a SEBI registered investment advisors offers numerous benefits that contribute to a secure and successful investment journey. Here are some key advantages:

  • Regulatory Oversight: SEBI regulates investment advisors, ensuring adherence to a strict code of conduct and ethical standards. This oversight instills trust and confidence in the investor-advisors relationship, safeguarding the interests of investors.
  • Credibility and Expertise: Obtaining SEBI registration involves a rigorous application and review process, demonstrating the advisor’s credibility and expertise in the field of investment management. With only 1324 SEBI registered investment advisors in India, investors can be assured of exclusivity and high-quality service.
  • Professionalism and Accountability: SEBI registered advisors are held to high standards of professionalism and accountability. They are required to prioritize the best interests of their clients and provide transparent and unbiased advice, free from conflicts of interest.
  • Access to Comprehensive Services: SEBI registered investment advisors offer a wide range of services, including financial planning, portfolio management, asset allocation, and risk management. They leverage their expertise and market insights to tailor investment strategies to meet the unique goals and preferences of each client.
  • Peace of Mind: By partnering with a SEBI registered investment advisor, investors can enjoy peace of mind knowing that their financial affairs are in capable hands. Advisors help navigate complex investment decisions, monitor market trends, and make adjustments to portfolios as needed, ultimately striving to maximize returns while minimizing risks.

Choosing a SEBI registered investment advisor is a prudent decision for investors seeking professional guidance and expertise in managing their wealth effectively.


In conclusion, choosing the right SEBI registered investment advisor can significantly enhance your investment journey, minimizing risks and maximizing returns. Whether you’re a seasoned investor or a novice, these top financial advisors in India offer a wealth of expertise and resources to help you achieve your financial objectives. Take the first step towards financial success by partnering with one of these esteemed advisors today!


  • What are the advantages of choosing a SEBI-registered investment advisor over a non-registered advisor?
  • SEBI registration signifies adherence to stringent regulatory standards, ensuring transparency, integrity, and accountability in advisory practices.
  • Registered advisors undergo a rigorous application and review process, demonstrating their credibility and expertise in investment management.
  • Investors can trust SEBI-registered advisors to prioritize their best interests and provide unbiased advice, free from conflicts of interest.
  • SEBI oversight instills confidence in the investor-advisor relationship, safeguarding the interests of investors and promoting trust in the financial markets.
  • Access to SEBI-registered advisors offers peace of mind, knowing that one’s financial affairs are in capable hands with professionals committed to ethical and professional conduct.
  • What services do SEBI-registered investment advisors typically offer?
  • SEBI-registered investment advisors offer a comprehensive range of services, including financial planning, portfolio management, asset allocation, and risk management.
  • They tailor investment strategies to meet the unique goals and preferences of each client, leveraging their expertise and market insights to maximize returns while minimizing risks.
  • Additionally, advisors may provide guidance on retirement planning, tax optimization, estate planning, and other aspects of wealth management to help clients achieve long-term financial security.
  • Clients can expect personalized service and ongoing support from registered advisors, including regular portfolio reviews, performance monitoring, and updates on market trends and opportunities.
  • Some advisors may also offer educational resources and workshops to empower clients with the knowledge and skills needed to make informed investment decisions.
  • How can investors verify the SEBI registration status of an investment advisor?
  • Investors can verify the SEBI registration status of an investment advisor by visiting the SEBI website and accessing the “Intermediaries Registration” section.
  • They can search for the advisor’s name or registration number to confirm their registration status and view details such as registration date, validity period, and regulatory actions, if any.
  • Additionally, investors can ask the advisor directly for their SEBI registration certificate or check for the SEBI registration logo on their website or promotional materials.
  • It is essential to verify the SEBI registration status of an advisor before engaging their services to ensure compliance with regulatory requirements and protect one’s interests.
  • What criteria should investors consider when selecting a SEBI-registered investment advisor?
  • Investors should consider several factors when selecting a SEBI-registered investment advisor, including the advisor’s experience, expertise, and track record in investment management.
  • They should assess the range of services offered, including financial planning, portfolio management, and advisory solutions, to ensure alignment with their investment goals and preferences.
  • Accessibility and communication channels for client support are essential considerations, as investors may need ongoing guidance and assistance with their investments.
  • Client testimonials and reviews can provide valuable insights into the advisor’s reliability, professionalism, and customer satisfaction levels.
  • Ultimately, investors should choose an advisor who demonstrates integrity, transparency, and a commitment to acting in their best interests, fostering a trusting and collaborative relationship.
  • What are some common misconceptions about SEBI-registered investment advisors?
  • One common misconception is that all investment advisors are automatically registered with SEBI, whereas in reality, only a select group of advisors meet the regulatory requirements for SEBI registration.
  • Another misconception is that SEBI registration guarantees investment success or protection against losses, whereas advisors can only offer guidance and recommendations based on their expertise and market analysis.
  • Some investors may believe that SEBI registration is purely a formality without significance, overlooking the regulatory oversight and compliance requirements that registered advisors must adhere to.
  • Additionally, investors may mistakenly assume that SEBI-registered advisors are prohibitively expensive or cater exclusively to high-net-worth individuals, whereas many advisors offer tailored solutions to clients across diverse income levels and investment profiles.
  • It is essential for investors to educate themselves about the role and responsibilities of SEBI-registered investment advisors to make informed decisions and maximize the benefits of professional financial guidance.

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