The Career Path Into Investment Advice, From Certification to SEBI Registration
Investment advisors in India must register with SEBI as a Registered Investment Adviser (RIA), which requires passing the NISM Series X-A and X-B examinations, meeting minimum educational and net worth requirements, and formal registration before advising clients. Most entrants hold a degree in commerce, finance or a related field before pursuing these certifications. Here's exactly how to build a career as an investment advisor in India.