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10 Most Promising Investment Advisors - 2022
An investment advisor helps as a person or with a group for investment recommendations. In addition, conducts security checks in return for a fee. It is conducted through direct management of client assets or assets or by written applications. An investment advisor with excellent asset registration through the official investment advisors. Investment advisors are financial experts with investment recommendations or conduct security analyses in exchange for a fee. Investment advisors often have discretionary authority in their clients’ assets and are known for upholding standards of fiduciary responsibility. Ensuring that clients’ transactions are of utmost priority, investment advisors are avid in solving well-tailored clients’ requisites with preferences and...
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10 Most Promising Investment Advisors - 2022
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Our subscribers play a decisive role in finalization of our annual list of Top Investment Advisors - 2022 by nominating those which have served them with excellence and are praiseworthy. If you feel there is a company that deserves to be on our annual list, do write to us about them mentioning their value proposition.
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| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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White Rose Financial Advisors | Priyal Shah, Partner | Renowned for offering mutual funds, shares, FDs, bonds, NCDs, AIF, PPF, NPS |
| Company Logo | Company Name | Company Management | Company Description |
|---|---|---|---|
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Ace Lansdowne India | Vikram Kotak, Co-Founder | Providing world class services in joint venture and superior investment returns and service |
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Carnelian Asset Advisors | Swati Khemani, Founder | Envisioned in creating and protecting client wealth in the most optimal manner |
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Elever Investment Adviser | Anshul Sharan, Co-Founder | A personalised, goal based investing app offering investment planning |
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Glide Invest | Manish Jain, CTO | Provider of Goal Based Investing services, Guided Investment Platform and Industry-first Tax-free Rebalancing |
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Pentagraph | Rahul Mone, Chairman | A change binger that strives to be a market leader in the Indian wealth management space |
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Pi Square Investments | Vishrut Pathak, CEO | A perfect investment partner catering to HNI, UHNI, and family office clients with a (w)holistic approach for creating consistent long term wealth |
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TM Investment Technologies | Shashank Ramugade, Chief Business Officer | Recognized for excellent services in Equities, Portfolio Management, Stock Market, Stock Investing, and Investor Community |
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TRADEIT | Sandeep Matta, Founder | Helping clients in right product of stock/commodity market with services based on Technical & Fundamental analysis |
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Triquetra Wealth | Abhishek Mukim, Co-Founder | Offering topnotch services in Investment Management, Succession Planning, Risk Management, Tax Planning, Lending Solutions, Real Estate Management |