Retirement Advisor Registration

Discover expert registration and compliance solutions for Retirement Advisors – Ensure secure financial futures!


Happy Customers


Industry Experience


Experience CA + Lawyers

Free Consultation by Expert

    WHY US

    Fast and Easy Legal and Compliance Solutions

    ca manish mishra








    Meet Your Virtual CFO

    Retirement Advisor Registration & Compliances

    A retirement adviser is an individual, registered partnership firm, body corporate, or registered trust or society, who provides advice on the NPS or other pension schemes regulated by the PFRDA. To provide financial advisory you need licensing from governing body. 

    We help you to assess your eligibility to register as a retirement advisor. Also help you to identify any gaps and recommend ways to bridge them.

    Consult us for retirement advisor registration or compliance guidance.


    Roles and Responsibilities of a Retirement Adviser

    The role of a retirement adviser is not only limited to advising existing subscribers on the benefits of retirement planning through NPS, but it also extends to the following:


    Online Retirement Adviser Registration

    60 Minutes Strategic Planning Consultation:

    Rs. 1999/-(Now Just Rs. 999/-*)

    Click on "Book Consultation" button below to book consultation. Once you complete the booking transaction, then you will be redirected back here to schedule appointment and it will be clearly explained on that page "how you can schedule call" . 

    Retirement Advisory Compliances

    Manage retirement advisor compliances efficiently

    We provide comprehensive range of services to help you to comply with PFRDA regulations. We ensure that your company is fully compliant with all applicable regulations.


    What Our Clients Say

    Mr. Manish is highly professional. We get the best service and advice. Very punctual and dedicated team, always stays upfront in informing anything to avoid obligations. Thank you so much.

    Raman Shukla

    COO at VSERV Infosystems & Founder VSERV Academy
    Mr. Manish Mishra's team provided invaluable guidance and expertise in Fintech and NBFC advisory, helping us navigate complex financial regulations and achieve remarkable growth in our business. Their insights are truly a game-changer.

    Abhishek M R

    Managing Director AMR FINANCE PVT LTD
    Mr. Manish, as our Virtual CFO, has been instrumental in propelling our business to spontaneous growth. His expert guidance and strategic insights have transformed our financial landscape, paving the way for remarkable success.

    Ajay Kumar

    Founder & CEO - Eagabriz Shipping Pvt Ltd


    Have Questions?
    Find Answers Here

    You can apply through the Online Registration module. The link for this is available on the PFRDA website. You cannot apply for this offline.
    Yes, you need to upload all the mandatory documents listed in the application form. These documents can be uploaded in jpeg, jpg or pdf format only.
    Yes, a retirement adviser can be an individual or a non-individual company, registered society or partnership firm.
    Yes, your retirement adviser can assess your risk profile and helps you in making an informed decision.

    Yes, you need to take a print of the following documents and submit them to PFRDA duly self-attested:

    1. Application form submitted online
    2. Confirmation of application fee payment
    3. Self-attested documents uploaded during online submission


    Our Recent Blogs

    Shopping Basket