New set-up
Investment Adviser
Advise global clients on securities and portfolios
In brief
What investment adviser means here
An investment adviser gives securities and portfolio advice for a fee, without holding client assets. Net worth is modest and the emphasis sits on adviser qualification, conflict management, suitability records and fee disclosure. It is a common first permission for wealth and family-office teams.
Applicable regulation
Investment Adviser registration under the IFSCA (Capital Market Intermediaries) Regulations, 2025.
Scope and commercials are confirmed in writing after a scope review.
Already registered
Entities registered in investment adviser
- AIONION GLOBAL CAPITAL MARKET SERVICES (IFSC) LLP
- Appreciate Broking IFSC Private Limited
- ARAVALI INVESTMENT ADVISORY IFSC LLP
- Ashoka Whiteoak Capital Management (GIFT) LLP
- Dynamic Equities (IFSC) Private Limited
- Invexa Capital LLP
- JIO BLACKROCK BROKING PRIVATE LIMITED
- MANAK MERU INVESTMENT ADVISORS IFSC LLP
- Nord8 Capital Advisors LLP (IFSC Branch)
- Phillip Ventures IFSC Pvt Ltd
Interested in set-up?
Check your fit for investment adviser.
Nine short questions on permitted activity, registrations, legal form, regulators, net worth and fees. Our expert covers whatever you are unsure about.