In 2021, the investment advisory industry fared well despite the pandemic-driven market volatility. While the overall outlook looks promising so far in 2022, uncertainty around potential COVID-19 variants remains. This, along with a host of other factors, will likely continue to test investment advisory service providers as they strategize for the future and come up with credible tactical steps to deliver on their mission statements. Success in 2022 will likely be driven by investment management firms’ ability to create a virtuous cycle of their leadership’s vision, strong talent models, operational improvements, alignment with stakeholder expectations, employee resilience, and strengthening culture. The demand for Investment Advisors has been constantly rising over the last two decades. The story has been no different in India where a fast-growing middle and upper middle class is constantly looking to secure its future by opting for the right investment options. Investment Advisory is a relatively new concept in India especially in the Tier – II and Tier-III cities but one that is fast picking up and creating demand for these professionals.

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. However, we are past that era and today most Indians look forward to growing their investments at higher rates instead of trying to shield them with the false notion of safety that traditional investment options offered.

This has led to the constant lookout for Investment Advisors who are trained to offer clients the right advice and direction concerning investments based upon investment goals, the length of the investment, and the risk appetite. So let us know what you think.