Key Highlights
- Sundeep Sikka, Chairman, AMFI, along with senior industry leaders Mr.
- Navneet Munot, MD & CEO, HDFC AMC, and Mr.
- Nilesh Shah, MD & CEO, Kotak Mahindra AMC, in the presence of regulators, media representatives, and over 2,000 personal finance professionals from more than 150 cities across India Network FP Launches India’s First Public Directory of Personal Finance Professionals, making it one of the most representative gatherings of the financial advisory and distribution community in the country.
- Addressing a Long-Standing Consumer Gap As more Indians participate in investments, mutual funds, insurance, and capital markets, families continue to face a fundamental challenge: how to identify and trust the right financial professional for their needs.
- Often described as a “Practo-like platform for personal finance,” the Network FP Public Directory offers a neutral, structured, and transparent way for consumers to discover professionals who are meeting the clearly defined standards: Verified by Network FP Licensed (RIA, MFD, and other applicable registrations) Qualified (CFP, QPFP, CFA, CA, and equivalent credentials) Experienced across investments, insurance, taxation, and long-term financial planning The platform enables consumers to search professionals by city, areas of expertise, products and services offered, and credentials, helping families make more informed and confident decisions when seeking professional help with managing money.
