SEBI-regulated AMFI-authorized mutual fund distributor
A SEBI-regulated AMFI-authorized mutual fund distributor is certified by the Securities and Exchange Board of India (SEBI) and the Association of Mutual Funds in India (AMFI) to offer mutual fund investment services. They ensure compliance with regulations while guiding clients to choose the best mutual fund schemes based on their financial goals.
NISM-certified Retirement Advisor
An NISM-certified Retirement Advisor is qualified by the National Institute of Securities Markets (NISM) to provide expert guidance on retirement planning. They help clients create strategies for a financially secure and independent retirement.
IRDAI-approved Insurance Advisor
An IRDAI-approved Insurance Advisor is certified by the Insurance Regulatory and Development Authority of India (IRDAI) to provide expert advice on insurance products. They ensure clients receive reliable guidance while complying with regulatory standards.