Company Information

Get to know Morningstar Investment ServicesPvt. Ltd.

Morningstar Investment Adviser India Private Limited is the Indian arm of the global financial services firm Morningstar, Inc. Established to serve the Indian market, the company is a SEBI Registered Investment Adviser. It leverages Morningstar's renowned independent research and methodologies to offer a range of services including investment management, portfolio advisory, and access to extensive data and analysis on mutual funds, stocks, and other investment products, with a mission to empower investor success.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Morningstar Investment ServicesPvt. Ltd.

Nepal

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.