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India National Stock Exchange Lists 61 Words Not to be Used by Trading Members & Authorised Persons to Avoid Creating Wrong Impression Among Investors, Words Include Investment Advisor, Portfolio Advisory, Financial Planner, Wealth Advisory & Wealth Planner
25th February 2023 | Hong Kong
The National Stock Exchange (NSE) of India has lists 61 words not to be used by trading members & authorised persons to avoid creating wrong impression among investors, with the words including Investment Advisor, Portfolio Advisory, Financial Planner, Wealth Advisory & Wealth Planner. National Stock Exchange: “It is observed by Exchange that Trading Members/Authorized Persons are using words such as Advisors, Asset/Wealth/Portfolio Management etc. in their name which is misleading and may indicate to the clients/investors that the Trading Members/Authorized Persons are registered for offering services other than broking services without having the applicable registration for those services with SEBI/other regulators.”
“ India National Stock Exchange Lists 61 Words Not to be Used by Trading Members & Authorised Persons to Avoid Creating Wrong Impression Among Investors, Words Include Investment Advisor, Portfolio Advisory, Financial Planner, Wealth Advisory & Wealth Planner “
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India National Stock Exchange Lists 61 Words Not to be Used by Trading Members & Authorised Persons to Avoid Creating Wrong Impression Among Investors:
India National Stock Exchange Lists 61 Words Not to be Used by Trading Members & Authorised Persons
- Advise / Advisor
- Advisory Services
- Asset
- Asset Advisory
- Asset consultancy
- Asset distribution
- Asset management
- Asset manager
- Asset services
- Asset consultants
- Capital Adviser/Advisor
- Capital management
- Capital services
- Corporate advisory
- Financial planner/s
- Financial planning
- Fund Adviser/Advisor
- Fundmart
- Independant Financial Adviser/IFA
- Investmart
- Investment Adviser/Advisor
- Investment consultancy
- Investment consultancy services
- Investment consultant/s
- Investment consulting
- Investment manager/s
- Investment planners
- Investment solutions
- Money manager
- Multi Wealth investments
- Mutual fund services
- Mutual funds
- Portfolio
- Portfolio advisory
- Portfolio consultancy
- Portfolio consultants
- Portfolio management
- Portfolio manager
- Portfolio services
- Prime wealth
- Wealth
- Wealth adviser/s or wealth advisor/s
- Wealth advisory
- Wealth advisory services
- Wealth care
- Wealth chanakya
- Wealth consultancy
- Wealth consultants
- Wealth consulting
- Wealth creator/s
- Wealth express
- Wealth investment
- Wealth mall
- Wealth management
- Wealth manager/s
- Wealth planner
- Wealth plus
- Wealth services
- Wealth solution/s
- Wealth vision
- Wealth yantra
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