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The Best Stock Market Advisory Company

Name: Best Stock Advisory service In India
Brand: univest
Rating: 4.4 (197000 reviews)

Investing in the stock market can sometimes be a complex and overwhelming activity for a retail trader or investor, as share markets are subjected to sudden price changes triggered by various dynamic factors. Therefore, to overcome this hurdle and maximise the return on investment, an investor can seek stock market advisory services from a Registered Investment Advisor (RIA) or a Research Analyst (RA), also known as a financial advisor or an investment advisor. Both of these are SEBI-registered professionals who are authorised to give advice on the stock market.
Stock market advisory is a service that provides the service of investment advisory in the stock market to an investor who wants to invest and generate returns but lacks the required skills or knowledge to do so. Share market advisory helps investors park their funds in the best possible stocks or investment vehicles with the help of the knowledge and experience of an RIA who is empowered to give investment advice according to the requirements of their clients.
This service includes understanding the varied factors that affect an investor's investment decision, such as investment duration, investment objective, risk profile, etc., and advising them about the best investment opportunities available for wealth creation and generating stable income while minimising the risk.

Price starts at

₹138

per month*

*Price may vary across different Pro plans durations

Why is stock market advisory important

Risk minimization: -

Share market advisory plays a vital role in helping an investor choose the right investment opportunity with minimum risk because of the ability of an investment advisor to thoroughly analyse the effect of various factor on a particular investment that increases the percentage of the overall portfolio of an investor

Professional advice: -

Stock market advisory service is given by registered investment advisors who are trained professionals who perform trend & investment analysis, portfolio building, logic & data-based research, and assist the investor in choosing the right stock for investment. Thus investors gets exposure to professional advisory of a research analyst which allows them to build wealth and generate higher rate of returns for their portfolios.

Maintenance of regulatory compliance and ethical standards: -

Financial markets are regulated. Therefore, an investor needs to ensure that all the regulations and compliance are followed while investing. However it is a tedious task for an investor to follow these regulatory guidelines regularly because they keep changing frequently; therefore, stock market advisory services assist in upholding the ethical standards and regulatory framework in the stock market and keep the investor safe from any potential scrutiny.

Streamlining of investment procedure: -

Due to extensive training and immense amount of knowledge an investment advisor is able to streamline the investment journey of the investors by simplifying and explaining methodologies and principles of stock market investing to the investors.

Increased ROI: -

Return on investment is one of the significant benchmarks to judge the profitability of an investment. Hence a share market advisory provided by financial advisors is highly focused on increasing the ROI of the investments by applying complex analysis and methods of research.

Available memberships

Benefits

Premium screeners

Equity trades

Futures trades

Options trades

Do’s

Only partner with SEBI registered research analysts and investment advisors for seeking share market advisory because validation from a regulatory body such as SEBI ensures that the advisor works in the best interest of the investors.

Consider and understand the fee structure of the investment advisors because the fee of the advisors affects the net return of an investment, and a higher fee reduces an investor's will to seek a share market advisory.

Do not blindly follow stock market advisories as these are only advice, and the investor should consider all the investment factors and must do their own research before taking the final decision to invest based on the given recommendation.

Ensure that the investment advisor giving a share market advisory has a proven track record and has not breached any regulatory framework in the past.

Don’ts

Refrain from getting lured by promises of guaranteed profits in the stock market, as investing in any financial instruments such as bonds, mutual funds, or stocks is subject to volatility risk; thus, a guarantee of assured profit does not exist while investing in the financial markets.

Investors should not rush into high-risk investments based on stock market advisory for the sake of getting higher returns because if such investment advice does not align with the investor's risk profile and investment objective, then investors might face losses on their investments.

Do not believe and make decisions on share market advisory received from unsolicited tips because such tips are a part of very prevalent frauds nowadays.

Investors should not seek stock market advisory from such advisors who are not willing to provide all the necessary documentation of the decision-making process for arriving at a particular advice.

What is Univest, and what does it do?

With the rising interest and knowledge of the public in the stock market, there is a simultaneous increase in the number of share market advisory service companies that provide stock recommendations to their users. Univest is another name on this list that has disrupted this segment by establishing itself as the market leader in stock market advisory and giving its customers the best stock market recommendations in the last two years. This company has gained a user base of 30+ lac users who follow the recommendation to maximise their wealth and build a robust portfolio

Univest, at its core, is a customer-centric company that generates higher and sustained returns for its customers by providing personalised share market advisory through recommendations based on thorough research and analysis.

Univest mainly focuses on assisting its users to avoid recurring losses by recommending an exit price range for their bad investments and the right investment opportunity for reinvestment. Univest

Company provides the best stock recommendations through subscription-based plans, which are available at very competitive prices. Since its inception in 2022, it has constantly worked towards creating an ecosystem in the share market advisory segment with the sole objective of reaching out to the maximum number of Indian investors who are not able to start their investing journey in the stock market due to a lack of proper knowledge.

1)Competitive Pricing -

The subscription plans by Univest Company are offered at around Rs. 6 per day that allow 100% of the Indian investors to earn from the stock market.

2)Credibility and trust -

The user base of Univest now stands at a figure of 30+ lacs consumers, who have made it a credible and trustworthy company in stock market advisory.

3)Proven track record -

Over a span of 2 years, Univest was able to recommend investment opportunities to its users in equity, futures and options with a high accuracy rate and a growing customer base.

Who are stock market advisors

Registered Investment Advisors (RIA), and Research Analysts (RA), also known as financial advisors or investment advisors, are individuals or firms licensed by a governing body such as the Securities Exchange Board of India (SEBI) to provide stock market advisory services to retail and institutional investors. These financial advisors or RAs possess high quality academic excellence with deep knowledge and experience of distinct stock market instruments that makes them the right personnel to provide share market advisory service.

These RIAs also have a fiduciary duty to put their client's interests above their own and give unbiased and honest advice. Also, they are only allowed to provide recommendations and advice about investment in the stock market; the final decision to accept such advice and invest lies with the client only.

The services of RIA are not just confined to stock market advisory but go beyond it; their span of services includes portfolio management, tax planning, wealth management, and other services.

1) Personalised advice: -

The way investors invest their money varies on a number of factors such as their risk appetite, income level, investment goal and other additional factors because of which a stock market advisor always considers all of these factors and then gives a personalised stock market advice to an investor.

2) Market research and analysis: -

It is the primary duty of an investment advisor to stay updated with daily developments and changes that take place in various sectors around the world, such as geopolitics, business & finance, politics, and macro and micro economy because the stock market tends to change with variations in such sectors. Additionally, these advisors should continuously apply their experience and knowledge to conduct thorough research and analysis to assess and identify new investment opportunities and give investors the right stock market advisory.

3) Awareness & education of investors: -

Educating the investor about new developments and changes is an implied responsibility of an investment advisor. While performing this responsibility, these advisors make sure that they explain different financial concepts, methodologies, and rationale behind a share market advice to the investor in a simple manner so that they understand the risk and reward of a particular investment correctly and can make the final decision about their investment.

4) Other Financial Services -

Financial advisors not only provide the best stock market advisory but also focus on maintaining the overall financial well-being of an investor by providing a comprehensive set of financial services, which entail wealth and estate planning, tax planning, and retirement planning. By doing so, an advisor ensures that an investor's future is financially secured.

Video testimonials

WHY CHOOSE US

Over 100+ years of experience in capital market

Trades closed

Instant Buy/Sell alerts

₹138/mo*

Low cost plans

Past performance does not guarantee any future returns.
All investments are subject to market risk

Reviews

Univest - The right stock market advisory company in India

Stock market advisory plays a significant role in assisting an investor in generating wealth and investing in the most optimal manner so the risk of such investments can be reduced, and the benefits of capital appreciation and income generation can be enjoyed.

Investors should only seek stock market advisory from registered investment advisors or financial advisors because these are licensed professionals who are given an allowance from a regulatory body to provide such advice along with other financial services.

However, sometimes, share market advisory services can turn out to be a two-way sword because timing the stock market accurately is not possible; therefore, it is essential to understand that these are just pieces of advice, even if they are sourced from registered investment advisors. Thus, it is considered a prudent approach for an investor to analyse a stock market advisory thoroughly.

Therefore, platforms like Univest are a great resource where you can trust their SEBI-registered analysts, who are experienced and have a proven track record of offering profitable stock market advisory with a specific focus on providing a timely exit from loss-making investments, which helps to generate a higher return and safeguard their customers's portfolios from losses.

FAQs

What is a stock market advisory ?

When an investor seeks investment advice for investing in the stock market from a SEBI registered research analyst (RA) or investment advisors (RIA) then such a service is called Stock market advisory.

Who are registered investment advisors (RIA) or research analysts (RA)?

Registered Investment Advisor (RIA) or research analyst (RA), who are accredited by a regulatory body or authority such as SEBI in case of India to give stock market advisory service to individuals and institutions in accordance with their requirements .

Beside share market advisory, what other services do stock market advisors provide?

Other than share market advisory, stock market advisors also provide a range of other financial services such as portfolio management, wealth management, estate planning and tax planning services.

Is share market advisory service beneficial to every investor?

Yes share market advisory service have a lot of benefit which are suitable for every investor but seeking such a advisory and implying it is should be the subjective decision of the investors and If investors have the required skills and time to invest in the stock market, then they may not choose to take share market advisory from financial advisors.

What makes Univest the best stock market advisory company in India?

The USP of Univest to simplify the investing journey of investors by providing them with a unified platform, to receive profitable stock recommendation backed by logic, analysis and robust research makes Univest the best stock market advisory company in India.