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India
2020 (6 Years)
Last online: No recent activity
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This company is currently Unproved.
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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.
Get to know One Portfolio Advisory Pvt Ltd
Company Information
Get to know One Portfolio Advisory Pvt Ltd
Founded in 2021, One Portfolio Advisory Pvt. Ltd. is a SEBI-registered Investment Advisor (INA000016483) that has rapidly grown to become a prominent wealth and investment management company in India. The firm specializes in providing bespoke financial solutions, with a strong emphasis on fixed-income securities. Its mission is to deliver unbiased, client-centric advisory services to High Net-worth Individuals (HNIs), Ultra High Net-worth Individuals (UHNIs), and family offices, helping them preserve and grow their capital through curated investment strategies.
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