There is an imperative need to establish professional Financial Planning standards, inculcate financial literacy, and create suitable redressal mechanism for the investors in India, so that not only they can make responsible use of credit & money but can make informed financial decision that affect their family and future. Leading personal financial services establishments all over the world have been concerned about these issues as well: as this not only impacts the businesses of the corporations but also the credibility of the institutions - as it is largely a function of the professionalism demonstrated by its associates vis-a-vis their investors.

Globally many leading personal financial services firms are coming together and attempting to professionalize the business of Financial Planning, and setting standards in the discipline. Currently in over 24 countries over 200 leading financial firms have joined hands towards this objective. In India – Financial Planning Standards Board India (FPSB India) has been set up to achieve the same. Over 50 leading Financial Services firms have come together to promote FPSB India.

Financial Planning movement will be a success when organizations like yours that has a genuine interest in the development of financial services industry lends its active support to the movement and the initiatives taken by FPSB India & its members. We would like to invite you to guide the development and professionalization of the Financial Planning Industry in India. Your organization is invited to partner and associate with FPSB India to collectively professionalize the discipline of Financial Planning.

Kindly browse through the menus on the left to learn and partner with FPSB India to promote Financial Planning movement in India