Priyadarshini is MBA (Fin) and Certified Financial PlannerCM by Financial Planning Standard Board. This along with 9 years of experience in the field makes her competent to give the best possible, unbiased advice to you.
This is your advantage. Being SEBI RIA, she has a fiduciary responsibility of working in your interest. This ensures that she will keep your interest as priority while rendering the services.
Code of Conduct
Being SEBI RIA, she is bound to adhere to the code of conduct by SEBI. The regulations are in line with global standards.
Letter of engagement
Being SEBI RIA, as a part of practice and to keep transparency, you will be mutually signing a letter of engagement which clearly mentions the fees, scope of services, conflict of interest if any etc.
RIAs have to adhere to compliance directed by SEBI. Maintenance of records, annual audit of books of accounts etc are part of compliance. Being a SEBI RIA, she is a regulated person to deal with.
Financial Education and awareness
Priyadarshini firmly believe in educating clients about personal finance, investments and insurance. They in turn, will educate their peers and this way more investors will be aware.