Stock Market Advisory Services
Let’s understand how Stock market advisory services help investors and day traders to grab opportunities in stock market.
Get connected to stock market advisor
How Stock Market Advisory Services Generally Work?
Investing in the stock market can be difficult for the individuals who are new to these fast-moving markets. These services will offer valuable insights with research-based recommendations to help every client achieve their goals.
From First Call to Active Trading
Our process of stock market advisory starts with an initial conversation with clients by explaining about the company and our motto. If a client is interested in working with us, they need to fill out the risk profile form. Here we can understand your goals, risk, and preferences. After filling out the form, we will share the onboarding documents for your review. Once the formalities are completed, clients can proceed with the payment to activate the services based on their chosen segments. Also, we will help to educate you on how markets behave during different conditions.
At The Trade Bond, we offer a wide range of advisory services, including Intraday trading tips, Swing trading ideas, and Long Term investing stock suggestions. Clients can opt for any segment of their choice, like index options, futures and options, equity cash or commodity segment. As we proceed further with the format of trading and choice of segment by the client.
Various services offered by The Trade Bond
At The Trade Bond we offer various services based on different segments. Below are some of the services offered by us:
Long-term Investment Advisory
Financial Wellness and Education
Goal-Based Financial Strategies
Short-term investment services
How the stock market advisory Process Works ?
A typical advisory process involves the following steps:
01.
Goal Assessment
We try to understand our clients’ unique goals, investments, and risks. Once the client fills out the risk profile form after the initial discussion, then we get to know their objectives, source of income, etc. This helps us to create strategies that align with the client’s needs.
02.
Making A Strategy
After reviewing the portfolio of our clients, our expert team develops strategies that align with their financial goals. In the segments, such as Derivatives, Commodities, or Equity, which are chosen by the client. At The Trade Bond, we take care of our strategies that suit their trading style.
03.
Advice and Reporting
Here we will keep in touch with our clients by communicating with them regularly. At The Trade Bond, we give timely updates on market insights, trade recommendations, and reports through WhatsApp. Each and every suggestion we give includes clear reasoning and market analysis.
04.
Risk Management Strategy
Controlling risk is a part of our process. Our share market advisor will guide clients to set proper stop-losses and also adjust their positions by exposing them to different sectors. Also, our effective risk management strategies help to minimise potential losses while protecting capital.
05.
Review and Adjustments
We frequently review our clients’ portfolios and make some adjustments if necessary. Also, at the trade bond, our adjustments are based on trends, economic conditions, and performance. Although, we ensure that our advisory strategy effectively works and aligns accordingly to your risk appetite based on market conditions.
What factors need to be considered while choosing an advisory service?
While choosing an advisory service, you need to consider these points:
Verify their SEBI Registration
Verify their number in the SEBI portal to see whether they’re registered or not. Our SEBI registration number is INA100012570, to verify, click here – Verification link on SEBI website.
Confirm Bank Details
Scammers may falsely claim SEBI registration by posing as genuine advisors and take payments in personal accounts. Always verify their bank details from their official website.
Book a One-on-One Consultation
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Meeting via Zoom or Google Meet
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What to Expect in the Session
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How to Prepare Before the Call
Book A Free Call Now!
What we offer at The Trade Bond ?
At The Trade Bond, our stock market advisor will guide you through the various segments, such as Long-term trading, swing trading tips, Bank Nifty tips, and intraday trading tips. We follow the strict guidelines and maintain transparency under the SEBI.
Our stock market advisory services play an important role in making informed, valuable decisions in volatile markets. We will look for the right opportunities by understanding your goals to manage risk. At The Trade Bond, we provide a well-disciplined approach so that traders don’t feel overwhelmed. Choosing a registered stock advisor will give traders the confidence to build a stronger portfolio.