An investment adviser is an individual or company who’s paid for providing advice about securities to their clients. Investment advisers are not the same as financial advisors and should not be confused. An investment advisory is a firm that takes on clients and their assets and helps develop investment plans for those clients. Established in 2017, the company has grown to manage approximately USD 700 million in Assets under Administration (AUA). Dovetail Capital Private Limited is a Mumbai-based financial services firm specializing in asset servicing, fund administration, and compliance solutions for investors in Indian and global markets.
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