Intent

Create a participative community forum of RIAs to meet at regular interval and discuss matters of mutual interest.

Facilitate

  • Surveys / researches to comprise industry-wide issues
  • Representation of the community interests to regulator and other stakeholders
  • Seminars, workshops, conferences and other such events to elevate the standard of RIA practice in India

Work towards:

  • RIA Brand building
  • Creating and promoting ethical standards, corporate governance, professional practices standards.
  • Developing a fiduciary industry
  • Growing the RIA community by mentoring new aspirants and transitioning mutual fund distributors
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