Getting Started as an Advisor
5 min read
Join India's premier marketplace for fiduciary financial advisors. Connect with pre-qualified clients seeking ethical, transparent financial advice and grow your practice.
Growing Network
Vetted Financial Advisors
Pre-Screened
Qualified Prospects
6-Point
Vetting Process
25+
Cities Covered
Ready to Join?
Start with our free Starter plan. Upgrade anytime as your practice grows. Join our exclusive network of qualified financial advisors.
Eligibility Requirements
- Valid professional certification (SEBI RIA, FPSB CFP, CFA, CA, IRDA, AMFI, or equivalent)
- Financial advisory experience
- Professional standing with no disciplinary actions
- Commitment to fiduciary standards
- Transparent fee structure
6-Point Vetting Process
Our team conducts a comprehensive manual review based on:
- 1 Verification of credentials & professional designations
- 2 Comprehensive background checks & regulatory compliance
- 3 Assessment of experience & specialized expertise
- 4 Commitment to fiduciary standard & transparent ethics
- 5 Interview process & communication proficiency
- 6 Ongoing monitoring & quality standards
Registration Process
1
Create Account
Fill registration form with professional details (9 fields)
2
Email Confirmation
Verify your email address to activate account
3
Admin Review
Manual vetting process (10-15 business days)
4
Setup & Start
Complete profile, begin receiving leads
What to Expect
- Registration takes 5-10 minutes
- Email confirmation required immediately
- Admin review typically takes 10-15 business days
- You'll receive email notification upon approval
- Profile setup completes in the Pro Dashboard
Want detailed information about the registration process?
View Registration Guide