- teamfpgindia@gmail.com
The Financial Planners’ Guild, India is an association where all members of are Registered Investment Advisers ( RIAs ) under the SEBI Investment Adviser Regulations 2013. Those registered under this regulation, have a Fiduciary responsibility where they are required to put the client’s interest above everything, including their own interests. In a nutshell, this is a new class of advisers who will be on the client’s side & will guide them with their best interests in view.
Our members are mostly senior practitioners with years of experience in Financial Planning & Advisory. We are by design a small group, an intimate group limited to about 30 or so. This ensures good personal interactions and bonding; we get to exchange ideas and learn from each other. The membership is by invitation only.
SEBI, through their Investment Adviser Regulations 2013, created a new category of Financial Advisers who are client-centric, need to be conflict free and do everything in their client’s best interests. These RIAs would be able to play the role of trusted advisors, like the doctors or lawyers play in their domain.
Clients are looking for unbiased advice from their advisors in the area of finances. However, they do not get that mostly as product sellers double up as advisors. Clients are happy that they get advice for free. They do not realise that such advice would not be in their best interests. That is where fee-only advisors who work for the benefit of the client, are independent, conflict-free and work in the client’s best interests are the right people to access advice from.
