Our Value Proposition
At MS Square Investment Advisors LLP, your financial success is our mission. We understand that every investor's journey is unique, so we provide personalized, transparent, and trustworthy advisory services designed specifically for you. We combine deep market insights with a commitment to regulatory compliance and open communication to craft tailored strategies that meet your individual goals and risk appetite. We’re not just managing your investments – we’re partnering with you every step of the way to empower your financial journey and secure a prosperous future.
Overview of Our Services
Personalized Investment Advisory
Tailored Investment Strategies:
The core service is providing customized recommendations based on each client's unique financial goals, risk tolerance, and time horizon. Whether it’s equity, debt, hybrid or allocation to other assets, the advice is designed to optimize your portfolio in line with your objectives.
Regular Reviews and Updates:
Ongoing monitoring and rebalancing of your portfolio ensure that your investments remain aligned with evolving market conditions and your changing financial needs.
Comprehensive Financial Planning
Holistic Wealth Management:
Beyond individual investments, we offer a complete financial plan that includes budgeting, savings, retirement planning, and estate planning. This integrated approach ensures that all aspects of your finances work together toward a common goal.
Goal-Based Planning:
Services focus on planning for specific life events—whether saving for a home, education, or retirement—by creating step-by-step strategies to achieve those milestones.
Risk Profiling and Asset Allocation
Risk Analysis:
A thorough assessment of your current financial situation, risk appetite, and investment horizon helps determine your ideal mix of asset classes.
Strategic Asset Allocation:
Tailoring asset allocation according to your profile, we suggest diversified portfolios to balance risk and return, adapting strategies as market conditions change.
Market Research and Insights
In-Depth Market Analysis:
Clients benefit from regular market reports, research studies, and insights that drive informed investment decisions—helping you understand trends, economic scenarios, and potential opportunities.
Timely Policy and Regulatory Updates:
As SEBI-registered advisors, we keep you informed about changes in market conditions and regulatory updates, ensuring that your investment strategy remains compliant and well-positioned for any shifts in the financial landscape.
Compliance and Regulatory Guidance
Strict Adherence to SEBI Guidelines:
All recommendations are backed by rigorous compliance with SEBI regulations, ensuring transparent and ethical advisory practices.
Documented Disclosures:
We provide clear disclosures, conflict-of-interest policies, and performance reports, so you can have full confidence in every recommendation made.
SEBI Registration Details
Complete name of Investment Adviser as registered with SEBI | MS Square Investment Advisors LLP |
Type of Registration (Individual/ Non-Individual) | Non-Individual |
Registration number, validity of registration | INAXXXXX (Valid from YYYY to ZZZZ) |
Complete address | 501, Kriyansh Heights, Indraprastha Colony, Vaishali Nagar, Jaipur – 302021, Rajasthan, INDIA |
Contact details of the Principal Officer –contact no, email id etc. | Mohnish Saini +91-8527-58-7900 |
Corresponding SEBI regional/local office address | Norther Regional Office (NRO) NBCC Complex, Office Tower-1, 8 th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023 Tel. Board: +91-11-69012998 E-mail : sebinro@sebi.gov.in |
Contact Details of
Principal Officer
Name | Mohnish Saini |
Contact Number | +91-8527-58-7900 |
Email ID | |
Address | 501, Kriyansh Heights, Indraprastha Colony, Vaishali Nagar, Jaipur – 302021, Rajasthan, INDIA |
Disclaimers
Disclosure
It may be noted that as part of our comprehensive service offerings, while we may provide our advisory services in respect of certain products or services (such as insurances, taxes and real estate), which are outside the purview of the SEBI, our advice(s) in respect of such products or services are outside the regulatory purview of SEBI and no recourse from SEBI shall be available to such clients for any grievance arising therefrom.
Disclaimer
Registration granted by SEBI, membership of BSE (as IAASB in case of IAs), and certifications from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Standard Warning
Investments in securities market are subject to market risks. Read all the related documents carefully before investing.