Investment Advisor
Guidance
Guidance
Best For:
- Investors planning long-term goals
- Families organising their finances
- Beginners and HNIs who want a personal plan
You'll Get:
- Risk profiling and goal setting
- One-to-one consultation booking
- A complete investment plan
Investment Advisors
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Frequently asked
questions.
Proftly is a platform to find and connect with SEBI-registered Research Analysts and Investment Advisors. Subscribe for trading calls, book consultations and plan your goals, all in one application.
Yes. Every expert on Proftly is SEBI-registered and compliant, providing trusted guidance backed by rigorous research analysis.
Research Analysts perform stock analysis and provide trading calls with targets and stop-loss on a subscription basis. Investment Advisors give personalised guidance through risk profiling, goal setting and a complete investment plan.
Choose an expert, pick a plan, and pay securely in the app to instantly receive their calls, updates, and research-backed guidance on a subscription basis.
You book a one-to-one consultation session with an Investment Advisor. They do risk analysis and build a complete investment plan based on your risk profile and goals.
Yes. Live chat is available in a secure, subscriber-exclusive space, allowing you to connect directly with your verified advisor whenever you need guidance.
Target, exit, or stop-loss updates are sent directly against the original trade call, keeping the full history in chronological order organized in a single, easy-to-track sequence.