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

Names as published in the live register, refreshed automatically. Names only — no registration numbers.

  • AIONION GLOBAL CAPITAL MARKET SERVICES (IFSC) LLP
  • Appreciate Broking IFSC Private Limited
  • ARAVALI INVESTMENT ADVISORY IFSC LLP
  • Ashoka Whiteoak Capital Management (GIFT) LLP
  • Invexa Capital LLP
  • 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.