finpeel Answers · India · updated 2026-08-14

Can I provide robo-advisory in India without SEBI registration?

Not if the robo-advisory service constitutes regulated investment advice. Automating the recommendation does not remove the requirement to comply with SEBI’s Investment Advisers framework.

Personalised portfolio or securities recommendations are fundamentally different from generic education, screeners or execution-only technology.

Map whether the algorithm provides advice, research, execution or distribution because different SEBI intermediary rules can apply.

Regulator: Securities and Exchange Board of India (SEBI)

Primary sources: SEBI — Investment Advisers Regulations and Guidelines · SEBI Investor — Investment Advisers

Directional — not legal advice. Verify with the regulator before committing.

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