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.

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.

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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.

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