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Role of SEBI Registered Investment Advisor in managing Smallcase

Smallcases are investment vehicles that work as a personal mutual fund or a personal financial advisor of the investor. So, a smallcase is the investor's own low-cost, long-term driven, and diversified portfolio based on some theme, strategy, or investment objective in mind.<br><br>

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Role of SEBI Registered Investment Advisor in managing Smallcase

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  1. Role of SEBI Registered Investment Advisor in managing Smallcase Smallcases are venture vehicles that work as an individual common asset or an individual monetary guide of the financial backer. In this way, a smallcase is the financial backer's own minimal expense, long haul driven, and expanded portfolio in light of some subject, system, or venture objective as a top priority. Who Manages Smallcase? Role of SEBI RIA Interest in the financial exchange is an impression of many factors, for example, long haul versus present moment, high-risk versus generally safe. Tragically, the information on monetary business sectors is yet to get dispersed altogether in India. Tragically, the new financial backers in India start their speculation process through stock suggesting TV channels and news, which are normally one-sided with their perspectives and paid advancements. Be that as it may, every financial backer has their gamble return profile, and this is where the Smallcase comes into the image. Download free Online Investing App here Role of SEBI Registered Investment Advisor (RIA) The most basic job of the SEBI Registered Investment Advisor is to comprehend the different elements influencing the financial backer's speculation. Following are the urgent elements that a SEBI Registered Investment Advisor needs to consider for a

  2. financial backer: 1. The risk profile of the investor (i.e., high-risk, medium-risk, or low-risk perception) 2. Return profile considering the risk objective of the investor (i.e., return as per risk perception) 3. Tax position of the investor (i.e., suggesting investment products based on which tax bracket the investor lies in) 4. The time horizon of the investor (i.e., short-term, long-term, or medium-term) 5. Liquidity constraints of the investor (i.e., amount of liquid cash to be kept in a bank account in case of emergencies situations) 6. Legal factors of the investor Read More AboutSmallcase

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