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Stock advisory

MAHARAJA SELVA ESWAR (285 Points)

12 April 2020

Can a chartered accountant be a stock advisor in India?

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3 Replies

yasaswi gomes (My grammar is 💯 good I) (7290 Points)
Replied 06 July 2020

I think they can. They also know everything about types of stocks and nature of the stocks plus accounting treatments. So yes, anyone can become a stock advisor.

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Jennifer Dsouza (Financial Expert) (6 Points)
Replied 04 April 2023

Select a trustworthy and efficient share market advisor firm:
Check out the reputation and history of the business: To learn more about a company's track record and success rate, read reviews and endorsements from current and former clients.
Verify the advisors' training and experience: Make sure the company's advisors have the training and expertise required to offer dependable investment guidance.
Analyze the investment strategy of the company: Check to see if your investment objectives and preferences match those of the company's investment strategy.
Examine costs and subscriptttion options: Make sure you are getting a good deal on stock advisory services by comparing their fees and subscriptttion options.
Think about the level of assistance offered: Search for a stock advisory service that offers ongoing assistance and direction.
Think about the level of assistance offered: Find a stock advisory service that offers ongoing support and direction to assist you in making wise investment choices.
Before making any investment decisions, it's always important to conduct your own research and analysis because no stock advisory service can ensure profits or shield you from losses.

For more information visit:-

https://www.indiainfoline.com/business-partners/why-do-you-need-a-stock-advisor

Arushi Gupta (6 Points)
Replied 08 August 2023

Securities advisory means that individuals and institutional investors seeking to enter the stock market can access advice, recommendations, or analysis provided by Financial Professionals or companies offering such services. Stock advisors aim to assist their clients in making informed decisions regarding purchasing, selling, or holding stocks in their investment portfolios.

Some critical aspects of the stock trading advisory services are set out below:

1. Investment recommendations:
Based on their research and analysis, stock advisers make investment recommendations for individual stocks or portfolios of stocks. They can also choose stocks with growth potential, undervalued opportunities, or those that fit into specific investment strategies.

2. Risk assessment:
In order to help clients understand the potential risks and benefits of their investment decisions, stock advisors will assess the risks associated with investing in specific stocks.

3. Investment Strategy:
Advisors can advise clients on investment strategies based on client objectives and risk tolerance, such as value, growth, income, or combinations.

https://www.indiainfoline.com/business-partners/why-do-you-need-a-stock-advisor