1. Create a participative community forum of RIAs to meet at regular interval and discuss matters of mutual interest.
  2. 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
  3. 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