Quick Answer: What Happens After You Book a Financial Planning Appointment With Us You call, WhatsApp, or fill our contact form. We confirm your appointment and send you a link to our free online risk profile questionnaire, which takes about two minutes and helps us understand your goals and comfort with risk before we ever […]
Quick Answer: Finding a Genuine Financial Advisor in Chennai Deepak Wealth Framework is a Chennai-based, AMFI Registered Mutual Fund Distributor. The firm offers goal-based financial planning, SIP, retirement and investment advice to families across Chennai – including OMR, Anna Nagar, Velachery, Adyar, Pallikaranai and Medavakkam. Clients can meet the team in person in Pallikaranai or
Quick Answer: CWM® and CFP® are global training certifications, not SEBI licences. A SEBI-RIA is a fee-only, fiduciary licence barring product commissions; an MFD is an AMFI-registered, commission-based role that can also give incidental advice. Either credential helps an MFD or RIA guide clients better. The right fit depends on your portfolio size — last
Direct Answer: To choose the right financial advisor in India, start by verifying their AMFI ARN (or SEBI registration, if applicable), confirm how they are paid, check their qualifications (NISM certification, CWM®, CFP), and ask for a written, goal-based plan tailored to your income and timeline — never someone who guarantees returns or pushes a
Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. Before making an investment, please contact the investment expert at Deepak Wealth Framework for designing a portfolio that suits your needs. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN - 328771 | Date of Initial Registration: 14/05/2025 | Current Validity: 13/05/2028.
