How To Become a Retirement Adviser (Individual) In India?

To become Retirement adviser one must register with PFRDA (Pension Fund Regulatory and Development Authority). PFRDA has made it mandatory to register with them to offer retirement advisory services from June 2016. As per Gazette published “Retirement adviser” means any person being an individual, registered partnership firm, body corporate, or any registered trust or society, […]

CFP For Career In Financial Planning

Financial planning is in nascent stages in India.  A lot of progress has been made in past few years to spread awareness about importance of financial planning for financial success.  In India there is scarcity for qualified and experienced financial planners to cater this segment of investors who are looking for them. In this context […]

How To Become An Investment Adviser?

After introduction of  SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013, no one in India can not act as investment advisor unless registered with SEBI under these regulations.  If any person is acting as IA (Investment Advisor) by the time of notification of these regulations, they must get registered under these provisions with […]