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Secure Your Financial Future with India's Leading SEBI Registered Investment Advisor

At Axis Securities Investment Advisory, we offer fully customized, transparent, and unbiased investment advisory services in India. As a SEBI Registered Investment Advisor (RIA No: INA000000615), we are committed to helping you manage, grow, and preserve your wealth with sophisticated strategies backed by deep research, proven processes, and cutting-edge digital platforms.

Whether you're an Ultra High Net Worth Individual (UHNWI), Family Office, or Corporate Treasury, our goal is simple — to design portfolios aligned with your financial goals while minimizing risk and maximizing long-term returns.

Why Choose

Securities Investment Advisory?

SEBI Registered, Fee-Only Advisory

Transparent, commission-free advice — executed entirely on direct platforms, with zero product-based commissions.

Tailored Solutions for UHNWIs & Family Offices

Bespoke portfolios covering asset allocation, estate planning, treasury management, tax, philanthropy & succession.

Personalized Investment Policy Statement (IPS)

A customized IPS sets clear investment guidelines aligned to your goals, risk profile, and preferences.

The One Axis Advantage

Seamless access to Axis Group’s full wealth management ecosystem, backed by leading global research partners.

Robust Risk Management

Disciplined processes for risk profiling, portfolio monitoring, tactical allocation & timely rebalancing.

Powerful Digital Platform – Wealth Spectrum

Real-time portfolio access, analytics, IPS monitoring, detailed reports, and fully digital transaction execution.

Our Comprehensive

Investment Advisory Services

Mutual Fund Advisory
(Direct Plans)

  • • Axis Select curated mutual fund list
  • • Access to India’s leading fund houses with unbiased selection

Alternate Investments

  • • Portfolio Management Services (PMS)
  • • Alternative Investment Funds (AIFs)
  • • Private Equity, Venture Debt & Structured Credit

Fixed Income & Debt Advisory

  • • Corporate Bonds
  • • Structured Products
  • • Venture Debt
  • • Capital Preservation Strategies

Family Office Solutions

  • • Estate & Succession Planning
  • • Philanthropy Advisory
  • • Governance & Legal Structuring

Corporate Treasury Solutions

  • • Capital preservation and liquidity management
  • • Customized treasury portfolio strategies

Offshore Investment Solutions

  • • Global diversification across asset classes
  • • Access to India’s leading fund houses with unbiased selection

A Proven 4-Steps

Investment Advisory Proces

Discovery & IPS Creation

  • Detailed assessment of your financial goals, risk tolerance, liquidity needs, and tax profile.
  • Custom creation of your Investment Policy Statement (IPS).

Portfolio Design & Asset Allocation

  • Strategic and tactical allocation based on IPS guidelines.
  • Recommendations across asset classes for diversified, risk-adjusted portfolios.

Execution & Transaction Management

  • Digital-first execution model with client-approved transactions.
  • Transparent order routing via Wealth Spectrum.

Ongoing Monitoring & Periodic Reviews

  • Monthly portfolio updates
  • Quarterly performance reviews
  • Semi-annual fund manager interactions
  • Event-based portfolio rebalancing

Frequently Asked Questions

A SEBI Registered Investment Advisor (RIA) is authorized by the Securities and Exchange Board of India (SEBI) to offer investment advisory services. RIAs like Axis Securities provide unbiased, commission-free advice aligned with the client’s best interests.

Yes. Axis Securities follows a strict fee-only advisory model, executing all transactions on direct platforms with no commissions from product manufacturers. Our sole focus is on meeting your financial goals.

An IPS is a customized document that outlines your investment objectives, risk appetite, asset allocation guidelines, liquidity needs, and any investment constraints. It serves as the foundation for your personalized portfolio.

Our advisory services include equity, debt, mutual funds, PMS, AIFs, private equity, venture debt, structured credit, real estate, corporate treasury management, and offshore investments.

Our investment advisory services are exclusively offered to Burgundy Private clients with a minimum investible corpus of ₹25 Crores.

• We offer both an Assets Under Advice (AUA) model and a Fixed Fee model, as per SEBI guidelines, ensuring full transparency with no hidden charges or commissions.

Assets Under Advice (AUA): Up to 2.5% p.a.
Fixed Fee Model: Up to ₹1,25,000 p.a.

Portfolios are reviewed monthly with detailed quarterly reviews, and annual fund manager reviews to ensure alignment with the IPS and market conditions.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing.Axis Securities Limited Investment Advisor Reg No. INA000000615, The certificate of registration granted under Investment Advisory Regulation 9 shall be valid until it is suspended or cancelled by the Board. Reg Address: Axis Securities Ltd, Unit 002, Building - A, Agastya Corporate Park, Piramal Realty, Kamani Junction, Kurla West, Mumbai - 400 070. Principal Officer - Mr. Rahul Bijlani. Compliance Officer – Mr. Rajiv Kejriwal, Email – compliance.officer@axisdirect.in, Tel No. – 022-68555574, Tel No. – 022-42274649, SEBI office addresses- https://www.sebi.gov.in/contact-us.html.

Registered office address: Axis Securities Ltd Unit 002, Building - A Agastya Corporate Park Piramal Realty Kamani Junction Kurla West, Mumbai - 400 070.