Advisor Directory

About the Advisor Directory

The Riafin Advisor Directory is a curated list of SEBI-registered fiduciary financial advisors available across 25+ Indian cities. Unlike traditional directories, Riafin only includes advisors who have passed our rigorous 6-point vetting process and adhere to fiduciary standards.

Key Features

• Verified Advisors: Every advisor is SEBI-registered and vetted
• Search & Filter: Find advisors by location, specialization, and fee structure
• Client Reviews: Read authentic reviews from verified clients
• Direct Matching: Get matched with 1-3 suitable advisors

How to Use the Directory

Searching for Advisors

1. Visit /advisors on the Riafin website
2. Use the search box to find advisors by:
   • Advisor name
   • Company name
   • Location/address
   • Bio keywords (minimum 3 characters)

Filtering by Location

Browse advisors by city across India:

• Mumbai, Delhi, Bangalore, Hyderabad, Chennai
• Pune, Kolkata, Ahmedabad, Jaipur, Chandigarh
• And 15+ more cities

Select your preferred city to see advisors in that location.

Filtering by Service Type

Filter advisors by their specialization:

• Financial Advisor
• Registered Investment Advisor (SEBI RIA)
• Certified Financial Planner (CFP)
• Estate Planner
• Retirement Adviser
• Wealth Advisory Firm
• Chartered Financial Analyst (CFA)
• Chartered Accountant (CA)
• Tax Consultant

Filtering by Pricing Type

Choose advisors based on their fee structure:

• Fee-only (Recommended): Advisors who charge only for their services, no product commissions
• Fee-based: Advisors who charge fees plus may receive commissions
• AUM (Assets Under Management): Advisors who charge a percentage of assets managed
• Commission-based: Advisors who earn through product commissions

Understanding Advisor Profiles

What You'll See

Each advisor profile displays:

• Photo and Name: Professional profile picture and name
• Credentials: SEBI RIA number, CFP, CFA, CA certifications
• Location: City and state
• Verification Badge: Confirmed SEBI registration
• Client Ratings: Star ratings from verified clients
• Fee Structure: How the advisor charges for services
• Get Matched Button: Request to be matched with this advisor

Reading Reviews

Client reviews provide insights into:

• Quality of advice
• Communication responsiveness
• Professionalism
• Results achieved

Getting Matched with an Advisor

Option 1: Complete the Questionnaire

The best way to get matched is to complete our 12-step questionnaire. Our algorithm will match you with 1-3 advisors based on your:

• Age and life stage
• Financial situation
• Investment goals
• Location preferences

Option 2: Browse the Directory

If you prefer to browse directly:

1. Use filters to narrow your search
2. Click "View Profile" on any advisor
3. Click "Get Matched" to request a match

Advisor Vetting Process

All advisors on Riafin undergo our 6-point vetting:

1. SEBI Registration Verification: Confirm valid SEBI RIA registration
2. Credentials Validation: Verify educational and professional certifications
3. Experience Verification: Check years of practice and expertise
4. Background Checks: Review disciplinary history
5. Client Communication: Assess advisory approach
6. Fiduciary Compliance: Ensure fee-only, conflict-free advice

This process results in less than 5% acceptance rate, ensuring quality.

Tips for Choosing an Advisor

1. Check SEBI Registration: Verify the advisor's SEBI RIA number
2. Read Reviews: Look for consistent positive feedback
3. Understand Fees: Know how the advisor charges
4. Consider Location: Decide if you prefer local or remote advisory
5. Schedule Intro Calls: Use complimentary consultations to assess fit
6. Ask Questions: Inquire about their investment philosophy and experience

Frequently Asked Questions

Is there a cost to browse the directory? No, browsing the advisor directory is completely free.

Can I contact an advisor directly? You can request to be matched with an advisor through the "Get Matched" button. This initiates the matching process.

What if I don't find an advisor in my city? Many advisors offer remote consultations. Use the "Remote" filter to find advisors who work with clients virtually.

Are all advisors fee-only? No, Riafin includes both fee-only and fee-based advisors. We recommend fee-only advisors who have no conflicts of interest from product commissions.

Next Steps

• Complete the Questionnaire
• Learn About Wealth Tiers
• Read Advisor Reviews