Become a SEBI-registered Investment Adviser with comprehensive certification training. Provide professional investment advice and build a thriving advisory practice.
The NISM Series X-A Investment Adviser certification is mandatory for individuals and entities who wish to register with SEBI as Investment Advisers. This certification validates your competence in providing investment advice across various asset classes to retail and institutional clients.
Our comprehensive program covers portfolio management, asset allocation, financial planning, client relationship management, and regulatory compliance. You'll gain the knowledge and skills to build a successful investment advisory practice while meeting SEBI's stringent professional standards.
Complete advisory certification
Complete guidance on SEBI registration, documentation, compliance, client onboarding, and building your investment advisory business from scratch.
Series X-A is mandatory for all investment advisers. Series X-B is an additional exam required if you want to provide advisory services on derivatives (futures and options).
Yes! After passing NISM Series X-A and registering with SEBI, you can start your own investment advisory practice. We provide complete setup guidance including legal structure, compliance, and client acquisition.
You need to be a graduate (any discipline) from a recognized university. Additionally, SEBI requires specific experience or professional qualifications for IA registration.
Investment Advisers provide comprehensive financial advice for a fee and must act in the client's best interest (fiduciary duty). Distributors earn commissions from product sales. IAs cannot earn product commissions.
Investment advisory offers excellent long-term potential with recurring fee-based income. Experienced advisers manage portfolios worth crores and earn substantial advisory fees based on AUM or hourly/retainer models.
Master investment advisory skills, pass NISM Series X-A exam, get SEBI registered, and launch your professional advisory business with complete mentorship and support.