How to Withdraw from a Partnership in India
Starting a new business with a partner is exciting, isn’t it? But, as seen at times, things do not always quite go as expected. Any of the partners, volunta ...
Retirement Advisor Registration
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- Helps potential subscribers by filling out their registration forms as part of the enrolment process, including personal details, nomination details, pension fund and investment choice under NPS.
- Enables and assists in onboarding processes of potential subscribers and discloses all conflicts of interests as and when they arise.
- Imparts advisory services to NPS subscribers of the manner of filling the registration form for enrolment, exit forms, various other forms required to modify or change personal master details, nomination, Point of Presence, Pension Funds, investment choice and other related activities under NPS.
- Advices the subscribers on a periodic basis about the performance of Pension Funds, underlying asset portfolio, NAV, general financial market trend or any other relevant information through dedicated e-mail, newsletters or other specified means.
- Creating impactful awareness about the NPS and the fund performance of each pension fund. This includes a comparative analysis of the scheme and investments that are made by pension funds. This is based on the information that is approved or made available by the concerned authority.
- Tax account number of registering entity
- PAN card and Aadhaar Card
- Graduation certificate of directors / partners / proprietors / members / trustees
- NISM certificate or FPSB certificate or SEBI investor adviser - Certificate of Registration
- Proposed business plan and means of achieving it
- Details of the shareholding pattern of the applicants (shareholding of 5% and above)
- Process of risk profiling for subscribers accessing suitable advice
- Details regarding office infrastructure and communication facilities for undertaking retirement advisory services
- Credit report for applicants other than financial institutions and banking companies (credit score of more than 700; report not older than 6 months)
- Assets and liabilities or a net worth certificate issued by a Chartered Accountant, along with the membership number of the Chartered Accountant (not more than 6 months old)
- We help retirement advisors stay up-to-date on the latest regulations and ensure that their practices are compliant.
- We help retirement advisors prepare and file reports with the PFRDA and other regulatory authorities.
- Identify and assess risks to their business and develop appropriate mitigation strategies including implement internal controls and risk management policies and procedures.
- conducting regular audits.
- Developing and implementing investment strategies for your clients
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
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:
- Application form submitted online
- Confirmation of application fee payment
- Self-attested documents uploaded during online submission
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