Investment Advisory Services in Mumbai (53 service providers available)

Investment advisory services in Thane - Second opinion on Finance "It's time to recheck on past financial advice" "Best Investment advisory services in Mumbai | Get unbiased financial advice from our investment advisor" A financial planner needs to be unbiased, and disclose any possible concern regarding one's investment portfolio just like how a doctor advises for the treatment. For example, an investment advisor doesn't get paid more if he or she recommends you to invest in a particular fund. They have no incentive to direct you. Hence, a second opinion on finance is the best choice when it comes to having investment advisory services. It's a 60 mins review session on your finances by our Certified Financial Planners. which includes- Portfolio check Investment advisory services Impartial response

We help all of our clients with Investment Advising based on the leading principles of the market and its nuances. Outcomes are extremely diversified, and it’s crucial to learn how to optimize in order to maximize gains and cut financial losses. Learn more about what we can do for your finances - we’ll be happy to assist you through the entire process.

We at DV Stocks make the complex investments simple to understand for people with limited exposure to investments or information of investments. With decades of professional expertise in stocks investments and portfolio management, we�re capable of providing steady returns and consistent performance in various market conditions; the company is one of the most sought after portfolio management and stock investment companies in Delhi as well as investment companies in Mumbai.

ifa global is india's no 1 & most trusted corporate structured finance advisory 

compaxed offers consultation for following specialized services in merger and acquisition [m&a] field:  global m&a deals transaction advisory with buyer’s / seller’s mandates deal sourcing deal execution deal closure with compliances single point contact for advisory on m&a value chain: non-disclosure agreements (nda) > valuation > term sheet > due diligence > share purchase agreement / share transfer agreements > compliances segment and vertical based m&a prospect support to promoters valuation negotiations and supporting the respective buyer / seller for best deal control and synergy aspects of m&a deals critical review of legal, commercial and technology transfer / intellectual property rights documents

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The company has gained specialization in rendering the best Capital Market Advisory Services in all over the country. We have an excellent team of professionals consisting of highly experienced Company Secretaries, Chartered Accountants, Advocates, Legal Firms specializing in Corporate and Securities law, Corporate Finance, Corporate Advisors and Corporate Restructuring. A brief profile is as under : Capital Market Due Diligence of the Company and its Group.Assist in raising funds through Public Issue (IPO), FPO, Private Equity, QIP, FCCB, ADR/GDR, Debt Funding etc.Listing of securities under IPO, FPO, Bonus Shares, Preferential Issue, Rights Issue, ESOP/ESOS, ADR/GDR issues, Debt and Mutual Funds.Completion of pre and post issue listing formalities with the Stock Exchange(s).Liaisoning with Stock Exchanges, SEBI, and other Regulatory and Intermediaries.Assisting in various Compliances pertaining to Listing Agreement of the Stock Exchanges and various regulations of SEBI which are applicable to the companies like Takeover Code and Insider Trading Regulations.Drafting of prospectus /Offer for sale/ letter of offer/other documents related to issue of securities and obtaining various approvals in association with lead managers. Stock Exchange & SEBI Matters Work related to new listing of shares as well as additional issue of shares with the Stock Exchange in terms of listing agreement and SEBI guidelines.Work related to revocation of suspension and re-instatement of trading with the Stock Exchange.Compliance of various clauses, guidelines, rules & regulations of Listing Agreements of Stock Exchange and of SEBI.Arrangement for take Over of Private and Listed Companies and compliance of the formalities related thereto in terms of SEBI (Substantial Acquisition of Shares and takeover) Regulation, listing agreement with Stock Exchange and other company law matters. Corporate Governance Assisting the company for compliance with Clause 49 of the Listing Agreement.Assisting the company for forming and monitoring compliance of Charter of Audit Committee.Assisting the company for forming and monitoring compliance with Code of conduct for Board procedures Merger / Amalgamation / Takeover / Restructuring Preparation and filing of Scheme of Merger / Amalgamation / Reconstruction with High Court and other related authorities for their approval.Preparation and filing of Scheme of arrangements / compromise with High Court and other related authorities for their approval. Secretarial & Corporate Matters Dealing with ROC in respect of formation, change in name, object clause, conversion, shifting of registered office, amendment in capital clauses, reduction of capital, alteration of articles of association, conducting of general meeting, formalities related to declaration & distribution of dividend of Companies and maintenance of various records and registers under the Companies Act, 1956 by private / public / listed companies.Due diligence of the Company for various purposes.All Statutory Compliances as required under the Companies Act, 1956, SEBI Guidelines, Listing Agreements etc.Filing of petition and documents with Company Law Board & Regional Director required for various purposes for their approval.Dematerialization of Shares and execution of necessary agreement with CDSL, NSDL & Registrar and handled the work related thereto. Corporate Finance Corporate financial structuring for the clients and helping them to raise funds required for the projects both for debts and Equity.Preparation of Project report, Application for financial assistance and getting the Projects /Proposals sanctioned by Financial Institutions /Banks.Collaboration with Foreign Companies and work related thereof.

UAC offers three broad categories of investment advice on Investment advisory services - Portfolio Strategies, Fund Research and Recommendations, and Asset Allocation. Depending on your goals, our services may focus on one specific area or combine elements of all three. PORTFOLIO STRATEGIES Our investment advisory team creates strategies that incorporate independent, analytic insights and proprietary research. In this arena, we offer two primary portfolio composition strategies stock-based strategies and multi-manager strategies. FUND RESEARCH AND RECOMMENDATIONS UAC also provides clients rigorous evaluations to aid in fund portfolio analysis and selection. Our fund research covers all styles and market capitalization segments, spanning global equity and fixed-income markets. ASSET ALLOCATION Our asset allocation services can be used to develop portfolios for both institutional and retail settings. Following a highly disciplined approach, our investment professionals use modern portfolio theory as the foundation of their analysis, layering it with our perspectives on current market, economic and industry forecasts — all while addressing specific client requirements and investment objectives. We then recommend a forward-looking, strategic asset allocation at the asset class level designed to allow your firm to create portfolios that strive to maximize return for each unit of risk.

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