FINANCIAL PLANNER

ABOUT US

Have you ever found yourself in a situation where your income keeps increasing, but your bank balance remains stagnant? Do you have the desire to save and invest, but are unsure of how to get started or which avenues to pursue? Are you looking to retire early but have no idea how to plan for it? These are all questions that may have plagued you since you started earning. After spending several years working in the finance industry, I decided to take on a new challenge and pursue a career as an independent financial advisor.

With my background in finance, including MFD, IFA, and CFP certifications, I have a wealth of knowledge when it comes to financial planning and investment strategies. I am well-equipped to transform your savings into goal-oriented wealth, and I take great pride in making your dreams a reality.

251+

08

Years of experience

Happy Family

MEET THE FOUNDER

Sandeep Singh Bhadauria

AMFI registered mutual fund distributors play a pivotal role in providing unbiased and reliable investment advisory, keeping the investor’s interest at the center. In addition, choosing an AMFI registered mutual fund distributor ensures that investors receive professional, transparent, and reliable services, backed by regulatory compliance and a commitment to ethical conduct set by the authority. This significantly enhances the safety and effectiveness of mutual fund investments.

Who is AMFI?

Association of Mutual Funds in India (AMFI) is a regulatory body that sets guidelines and standards for mutual fund distributors. Distributors registered with AMFI must adhere to these regulations, ensuring a high level of compliance and professionalism.

AMFI registration implies adherence to the regulations set by the Securities and Exchange Board of India (SEBI), which provides an additional layer of oversight and protection for investors.

Advantages of AMFI registered mutual fund distributors?

Credibility and Reliability: AMFI distributors are bound by the SOPs and compliances set by the Association of Mutual Funds in India. Being AMFI registered gives distributors a mark of credibility and trustworthiness, as they have met stringent regulatory requirements. They have met these stringent requirements due to their years of market expertise, which brings about a sense of trust and reliability.

Professional Standards: AMFI registered distributors are required to follow a code of ethics, promoting transparency and fairness in their dealings. In addition, they must undergo regular training and certification, ensuring they are knowledgeable about the latest financial products and market conditions.

Transparency and Accountability: AMFI mandates clear disclosure of all fees, commissions, and charges, helping investors make informed decisions. Registered distributors are subject to periodic audits and monitoring, ensuring compliance with regulations and reducing the risk of malpractices.

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