Please help build a directory of SEBI Registered Fee-only Financial planners

Freefincal promotes professional financial advisory which is compliant with SEBI regulations as much as it promotes DIY investing. Since May 2014, I have maintained a short list of fee-only financial planners and I am glad to note that several readers have sought their services.

I  would now like to build a much wider database of SEBI registered fee-only financial planners. In the past year, freefincal.com has received about 6.25 Lakh visitors and the readership is growing at a healthy pace. I would like to provide a visibility platform for all SEBI registered fee-only financial planners by providing them a visibility platform. Each month I receive anywhere between 4-8 requests for fee-only financial planners. A directory will help me connect investors with advisory professionals.

If you are a SEBI registered investment adviser  (individual only, not corporates), please consider joining this directory.  I also request that you share this post within your circles. SEBI RIAs will also receive an email from me in this regard.

Do share if you found this useful
Updated: December 29, 2015 — 10:56 am

7 Comments

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  1. Thanks for taking this initiative, I know that you are the fee-only planner’s advocate.. Good Work Pattu Sir. 🙂

  2. Wonderful Initiative taken! I appreciate your effort taken in spreading awareness about Fee Only Financial Planners.

    1. Please register with above form to be included in the directory.

      1. Thanks for the info. Will register for sure!

        1. hi., Could you please explain me the field in the form,
          “Enter your SEBI RIA registration number along with its validity
          This entry sheet is for individuals only.”
          The founder is a CFA and, the company has got the SEBI Registration. I could also see a comment as, the form is only for individuals. So will the company or the founder be accepted in your directory? Kindly guide me.

          1. This directory is only for those registered as ‘individual’ RIAs. Thanks.

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