- 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