Investment Advisory

Investment Advisory

Who is An Investment Advisor

An investment adviser gives advice to clients about investing in securities such as stocks, bonds, mutual funds, or exchange traded funds. To do this, they must get a complete understanding of your financial situation, investment goals and risk tolerance. In addition, they will let you know what types of taxable income your investments will generate and how to make your investments as tax efficient as possible.

Why Thinkaide as an Investment Advisor?

Thinkaide Investment Advisory Services offer you active guidance through the process of idea evaluation, identification of the right solutions for your unique needs and implementation of your investment plan. Thinkaide is one of the best and well known investment advisory company in Delh,Ncr.

Responsibilities & Duties of an Investment Advisor

Identifying client's needs

First understand the client’s need and goals. Then assessing their current and future investment actions.

PORTFOLIO DESIGN

Buying and Selling financial products such as stocks, commodity futures, foreign currencies, among others, on behalf of investment dealers and other client's.

Analyze Investment Options

Developing investment and trading strategies while ensuring their client's best interests are being served.

Provide Investment Recommendations

Providing education, counselling, and consultation related to investments and finances.

Why Thinkaide as an Investment Advisor?

Thinkaide Investment Advisory Services offer you active guidance through the process of idea evaluation, identification of the right solutions for your unique needs and implementation of your investment plan. Thinkaide is one of the best and well known investment advisory company in Delh,Ncr.

Happy Clients Says

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