Investment Adviser

Investment Advisory is a professional service that helps people make informed decisions about where and how to invest their money. An Investment Adviser (IA) provides guidance on financial products such as stocks, mutual funds, or other investments options, based on person’s goals, risk appetite and overall financial position.

According to Securities and Exchange Board of India (SEBI), an Investment Adviser is a person or entity that provides investment advice to clients for a fee. This includes recommendations on buying, selling or dealing in securities or investment products. SEBI mandates that Investment Advisers must be registered under the SEBI (Investment Advisers) Regulations, 2013. IA acts in fiduciary capacity for interest of their clients.

We, IIFL Capital Asset Management Limited (Formerly known as IIFL Securities Alternate Asset Management Limited), a SEBI Registered Investment Adviser, are authorized to provide independent advice tailored to the specific needs and goals of our clients. In accordance with SEBI (Investment Advisers) Regulations, 2013, we adhere to the highest standards of integrity, transparency, and fiduciary responsibility. Our role is to guide investors in making well-informed decisions across a wide range of financial products, ensuring that their best interest is always placed at the top.

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