Investment Pattern of Small Investors and Financial Advisory Services in India: An Empirical Study

DEEPTHI, KOPPU

doi:https://doi.org/10.55041/ijcope.v2i8.048

Volume 02, Issue 9

Published on: September 2026

INVESTMENT PATTERN OF SMALL INVESTORS AND FINANCIAL ADVISORY SERVICES IN INDIA: AN EMPIRICAL STUDY

KOPPU DEEPTHI

M RAJITHA

Dept of MBA,

Malla Reddy Engineering College and Management Sciences, Medchal, Hyderabad – 501 401.

DOI:https://doi.org/10.55041/ijcope.v2i8.048

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Plagiarism Passed Peer Reviewed Open Access

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Abstract

Investment behaviour among small investors has changed considerably with increasing financial awareness, technological advancement, and the availability of diverse financial products. This study investigates the investment preferences of small investors and evaluates the contribution of financial advisory services to investment decision-making in India. A descriptive research design was adopted using primary data collected from 100 respondents through a structured questionnaire. Percentage analysis was employed to interpret the collected information. The findings indicate that investors mainly prefer bank deposits and mutual funds while recognising the importance of professional financial guidance, financial literacy, and diversified portfolios for achieving long-term financial stability and wealth creation.

How to Cite this Paper

DEEPTHI, K. (2026). Investment Pattern of Small Investors and Financial Advisory Services in India: An Empirical Study. International Journal of Creative and Open Research in Engineering and Management, <i>02</i>(9), 1-9. https://doi.org/10.55041/ijcope.v2i8.048

DEEPTHI, KOPPU. "Investment Pattern of Small Investors and Financial Advisory Services in India: An Empirical Study." International Journal of Creative and Open Research in Engineering and Management, vol. 02, no. 9, 2026, pp. 1-9. doi:https://doi.org/10.55041/ijcope.v2i8.048.

DEEPTHI, KOPPU. "Investment Pattern of Small Investors and Financial Advisory Services in India: An Empirical Study." International Journal of Creative and Open Research in Engineering and Management 02, no. 9 (2026): 1-9. https://doi.org/https://doi.org/10.55041/ijcope.v2i8.048.

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References

Gupta, R., & Sharma, P. (2018). Investment behaviour of retail investors in India. Journal of Financial Studies, 10(2), 45–58.

Kumar, S., & Verma, A. (2018). Financial literacy and investment decision-making among individual investors. International Journal of Finance and Economics, 6(1), 32–41.

Patel, M., & Shah, R. (2020). Financial advisory services and investment performance. Indian Journal of Financial Management, 8(3), 66–78.

Joseph, T., & Nair, K. (2020). Financial literacy and long-term investment decisions. Journal of Investment Research, 9(2), 51–63.

Prasad, V., & Kiran, S. (2023). Digital technology and retail investment behaviour in India. International Journal of Business Analytics, 12(1), 84–97.

Jain, R., & Malhotra, P. (2024). Emerging trends in financial advisory services in India. Journal of Wealth Management Studies, 15(1), 21–36.

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•All submissions are screened under plagiarism detection.
•Review follows editorial policy.
•Authors retain copyright.
•Peer Review Type: Double-Blind Peer Review
•Published on: Sep 02 2026

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