Online Platform for SEBI Registered Investment Advisors

With an aim to regulate the advisory, SEBI introduced registration of Investment Advisors few years before. The basic premise remains to restrict the recommendations and rumours revolving around the market which were negatively impacting the retail investors. SEBI issues guidelines on publishing content related to stock market and giving financial advisory or recommendation for different types of investments. SEBI also framed a regulatory framework for advising clients through ‘Investment Advisor’ guidelines with clear dos and donts. At present couple of hundred Investment advisors are their in the market with more licenses are getting issued however only very strict scrutiny.

An Investment advisors requires a platform to engage new clients, register them and offer their advice. We offer such a Website or Online platform for  Investment advisors where they can publish their research and other content online and disseminate through the website,  mobile app or email. With this platform it is not only easy to maintain subscriptions but also convenient to control access of the content as per plan selected. It also facilitates the storage of content for record and regulatory purposes.

As per our understanding, the expectations from Online platform for SEBI registered Investment Advisors may be listed as

• Access through Laptop, Tablet or mobile for Author as well as clients
• Ability to post Text, Videos and pdf files
• Access control for the content
• Ability to sell products online
• Online fulfillment along with email to subscribers
• Blogs & Discussion forum
• Online Training module (E- learning)
• Cost effective solution

Keeping in mind, we have designed our offering which will take away all the hassles of a SEBI registered Investment advisor so that one can concentrate on market research and advisory.