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 enquiry@fpsb.in
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
VB Abundance
No.104 -First Floor, Saibaba Colony, Ak Nagar, Ganapathy Complex, Coimbatore – 641011, Tamil Nadu
Plan Ahead Wealth Advisors Pvt Ltd
4th, A – 401, Fairlink Centre, Off Andheri Link Road, Andheri West, Mumbai-400058, Maharashtra
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