Company Information

Get to know The Green Umbrella Investment Advisory Pvt. Ltd.

Founded in 2008 by two alumni of the Indian Institute of Management, Ahmedabad (IIM-A), The Green Umbrella Investment Advisory Pvt. Ltd. operates as a fee-only wealth management firm. The company is registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser. Its mission is to provide unbiased, research-based financial advice to help individuals, families, and trusts achieve their financial goals. They emphasize a client-centric approach, focusing on long-term financial well-being through services like financial planning, investment management, and retirement planning.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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The Green Umbrella Investment Advisory Pvt. Ltd.

India

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

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.

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.