- Qualification proof
- Confirmation of identification
- Address proof
- Certificate provided by CA
- Income tax return for previous three years
If you want to become an advisor, then it is essential to register with SEBI. Through this concept, they are allowed to charge the fees from clients. As per the rule, no one can become an investments advisor without looking for SEBI’s approval. However, in India, it is an essential thing to do.
The ai based investment advisor is the person who provides advice and helps in a situation that is related to finances. They provide advice on all the topics for financial planning and strategies of investing. But before that, you have to a certificate of registration from SEBI to make the investment advisor a career. Documents For becoming the investment advisor, you need to submit the documents as per the list given below: