Investment Advisory
Risk Profiling
| Detailed assessment of the client’s risk appetite, investment horizon, financial stability, and behavioral tendencies to design a personalized investment approach. |
Asset Allocation Strategy
| Diversifying investments across equity, debt, gold, real estate, and alternative assets to optimize returns and reduce portfolio volatility. |
Portfolio Construction
| Building a customized portfolio aligned with client goals, market outlook, liquidity needs, and rebalancing mechanisms. |
Research-Based Recommendations
| Providing timely, data-driven investment advice based on in-depth fundamental, technical, and macroeconomic research. |
Thematic & Sectoral Advice
| Offering curated exposure to specific investment themes or sectors (e.g. ESG, Pharma, Banking, AI, Infra) aligned with macroeconomic trends. |
Global Investment Access
| Providing advisory on international mutual funds, global ETFs, and feeder funds to enable geographic diversification for informed investors. |
Trusted by Clients. Proven by Results.
“Nbhava Capital has redefined how I look at investments. Their personalized guidance helped me plan my future with confidence.”
“The team at Nbhava took the time to understand my goals and designed a plan that felt truly personalized. I finally feel in control of my financial future.”
“From onboarding to execution, the experience was seamless. Their advisors are responsive, insightful, and genuinely invested in helping you succeed.”
Financial Planing FAQ’s
Common questions on financial planning and investing
What does an investment advisor do?
An investment advisor provides tailored advice on buying, selling, and managing securities like stocks, bonds, mutual funds, and more.
How are investment advisors compensated?
They may charge a flat fee, hourly rate, percentage of assets under management (AUM), or earn commissions based on products sold.
Do I need a minimum amount to work with an investment advisor?
Minimums vary by firm, but many advisors offer flexible plans for clients at different wealth levels.
Is my money safe with an investment advisor?
Investment advisors don’t hold your funds directly. Your investments are typically held with third-party custodians regulated for security.
How do you choose the right investment strategy for me?
Advisors assess your goals, risk tolerance, timeline, and current financial situation before recommending a customized strategy.
What’s the difference between discretionary and non-discretionary advisory?
Discretionary means the advisor makes investment decisions on your behalf. Non-discretionary means they advise, but you make final decisions.
Can an investment advisor help during market downturns?
Yes. Advisors help manage risk, rebalance portfolios, and provide guidance to stay on track during volatile periods.
Are investment returns guaranteed?
No. All investments carry risk. However, advisors help you diversify and manage those risks effectively.
What licenses or qualifications should I look for?
Look for certifications like CFA, CFP, or licenses such as Series 65, 66, or FINRA registrations depending on the services offered.
How often will I receive updates or reports?
We provide monthly or quarterly reports and offer regular review meetings based on your preferences.
