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, 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.

Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. You need to only cover my travel fare for the session.

Connect with us on social media

Do check out my books

You Can Be Rich Too with Goal-Based InvestingYou can be rich 243x300 - Please help build a directory of SEBI Registered Fee-only Financial planners

My first book is now available at a 35% discount for Rs. 258. It comes with nine online calculators.  Get it now .  The Kindle edition is only Rs. 199.

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Cover pink - Please help build a directory of SEBI Registered Fee-only Financial planners
My second book is now only Rs 199 (Kindle Rs. 99) Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.   Get the pdf for ₹199 (instant download)

Create a "from start to finish" financial plan with this free robo advisory software template

Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too” are now available on Google Play!
Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

8 thoughts on “Please help build a directory of SEBI Registered Fee-only Financial planners

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

        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.

Comments are closed.