As mentioned in the application and the website, FinaQA® is interested in taking services of the following:
SEBI Registered Investment Advisors like
- CFA - Certified Financial Analyst
- CFP - Certified Financial Planners by Financial Planning & Standards Board
- NISM Certificate holders - Series X- A Investment Advisor Level 1 & Series X- B Investment Advisor Level 2
- NISM accredited certificates
- CWM - Chartered Wealth Managers by American Academy of Financial Management India Pvt. Ltd
- International Certificate in Wealth & Investment Management by Chartered Institute for Securities & Investment
- WMC - Wealth Management Certification (Advance level) by Center for Investment Education and Learning
Other professionals like
- Chartered Accountants
- Lawyers/Solicitors
- Company Secretaries
- Indian Cost and Works Accountants
- Independent Financial Advisers - Insurance/Retirement
Currently we are empaneling with Individuals/Sole Proprietors, Partnership Firms & Limited Liability Partnership (LLP) firms only.
If you hold any of the above qualifications, have the required experience, and adhere to the Best Practice Standards and Code of Ethics as mandated by your respective Boards and Institutes; may please leave your contact details and we will approach you.
Benefits of being empaneled Consultant with FinaQA®
- Get paid for advice given by you.
- Future prospects of fee-paying clients & setting up practice.
- Scope to increase your client base.
- Better answers get you better ratings.
- Better ratings show that clients have more trust and faith in you.
Better rating show that clients have more trust and faith in you; resulting in more queries being sent to you