{"id":295986,"date":"2026-10-08T20:29:12","date_gmt":"2026-10-08T14:59:12","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=295986"},"modified":"2026-10-08T20:29:12","modified_gmt":"2026-10-08T14:59:12","slug":"investment-advisory-services","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/investment-advisory-services\/","title":{"rendered":"Investment Advisory Services in India: Types, Fees, SEBI Rules and How to Pick the Right One"},"content":{"rendered":"

Investment adviser: personalised, fee-only. Research analyst: research and recommendations. IA fee cap: Rs 1,51,000 or 2.5% of AUA per family. Univest RA: INH000013776.<\/em><\/p>\n

\n

Quick Answer<\/strong><\/p>\n

Investment advisory services in India are provided by SEBI-registered investment advisers, who give personalised, fee-based advice, and by SEBI-registered research analysts, who publish research and recommendations. SEBI caps adviser fees at Rs 1,51,000 per family per year for fixed fees or 2.5% of assets under advice per year. Verify any provider on SEBI’s intermediary list and avoid anyone who guarantees returns.<\/p>\n<\/p><\/div>\n

Investment advisory services in India come in two regulated forms, and the difference decides what you can expect. One gives you a personal plan, the other gives you research you apply yourself.<\/p>\n

This guide sets out the types, the SEBI fee limits, the usual process, the red flags and where Univest fits as a research analyst.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

\n
\n

Table of Contents<\/p>\nToggle<\/span><\/path><\/svg><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n