Financial Planning Firms

Authorized Financial
Planning Firms

FPSB India seeks to collaborate with financial planning firms across the country to standardize and regularize the profession. This initiative aims to enhance the industry’s adherence to ethical standards, improve professional skills, and support regulatory efforts. This collaboration will ensure that both firms and clients benefit from improved services and practices, playing a crucial role in fostering a more regulated and standardized industry.

Our Aim

Through this initiative, FPSB India aims to:

Promote Standardization: Collaborate with financial planning firms to ensure consistent practices and standards across the industry.

Enhance Professionalism: Encourage firms to maintain high levels of professionalism and ethical conduct.

Client-Centric Advice: Promote the delivery of client-focused financial advice to ensure the best outcomes for clients.

Support Regulators: By regularizing the profession, we aim to support regulatory bodies in their efforts to oversee and manage the industry effectively.

Criteria for Collaboration

CFP^® Professionals Requirement: The firm’s workforce should include a minimum of 25% CFP professionals.

Adherence to Code of Ethics: The firm must comply with the FPSB Code of Ethics to ensure ethical practices and professional integrity.

Note: The approval for designation as an “Authorized Financial Planning Firm” is contingent upon the documentation submitted and is at the sole discretion of FPSB India.

For further information, please reach out to us at [email protected]

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Click here for Authorized Financial Planning Firm Guidelines

Financial Planning Firm Name

Fintellect Intelligent Financial Services & IMF LLP

Address

Beside Galaxy Pavilion, South Gate, Mirzapur, UP – 231001

Website

www.thefintellect.com