Who We Are
Welcome To
The Opening Bell: A Timeless Tradition in Global Trading
Opening Bell originates from a global traditional practice of ringing a physical bell to start daily trading activities on global securities exchanges. Started in 1870s in New York Stock Exchange, this tradition was eventually adopted by many global stock exchanges since. It denotes the commencement of a trading day.
Even though technological evolution has shifted trading to electronic platforms, the Opening Bell’s symbolic relevance has persisted. The Opening Bell today continues to mark the point at which trading orders can be executed and full liquidity is available in the market. It represents the onset of a day ripe with potential for financial gains and impactful market news.
Our Founder
Sugam Rathi is a highly skilled professional with a proven track record and more than 15 years of experience in business and financial markets. He is a B.Com (Hons), CA (Finalist) and MBA in Finance from Goa Institute of Management – one of the leading business schools in India. Over the years, he has gained invaluable experience working directly with expert teams of analysts and advisors at the Institutional Equities offices of Motilal Oswal and Religare Capital Markets in Mumbai. While working in Mumbai, he has advised and created various portfolio strategies in Equities and Derivatives for domestic mutual funds and big foreign investors from Morgan Stanley, Citibank, Merrill Lynch to enhance their risk-adjusted returns.
He is currently a SEBI-Registered Investment Advisor with Registration No. INA000021739, helping his clients in their wealth creation journey by building robust goal- based portfolios.
Our Key Strengths
1. Holistic Investment approach : Our advice goes beyond products. We integrate investments, taxations, cash flows, goals and risk-management into a single portfolio strategy – built to hold up across market cycles and life stages.
3. Fee-Only Advisory : We follow a pure fee-only advisory model with no commissions or distribution income. This ensures complete transparency, zero conflicts of interest and advice that is driven solely by our clients financial goals.
Trust & Credibility
Trusted SEBI Certified Advisory
We are proud to be SEBI-registered, placing us among a select group of certified investment advisors recognized by the Securities and Exchange Board of India. This certification is granted only to individuals and firms with professional qualifications, relevant financial market experience, and successful completion of a rigorous examination process.
Our SEBI registration means we follow strict ethical and operational guidelines, making sure our advice is reliable and clear. We are continuously monitored by SEBI, which gives investors confidence in the quality of our guidance.
