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.
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]
| Financial Planning Firm Name | Address | Website |
Click here for Authorized Financial Planning Firm Guidelines
Criteria for Collaboration