Why We Ask These Questions
As an AMFI-registered Mutual Fund Distributor, we’re required to understand your income, age, goals, and market experience, and to record your confirmation of the resulting risk profile, before helping you invest. In other words, this makes sure the schemes we present are actually appropriate for you, not just convenient for us. It’s a one-time, simple process, not a legal hurdle.
As a Mutual Fund Distributor, we help you select and invest in suitable schemes, and in return we earn a distribution commission from the AMC on the schemes you invest in through us — so you don’t pay us a separate advisory fee. Overall, this process simply ensures the schemes we suggest are the right fit for you.
About The Author
Deepak Gokul, CWM®
Chartered Wealth Manager · Certified Retirement Adviser · Founder, Deepak Wealth Framework
AMFI Registered MFD | ARN-328771 | Deepak Wealth Framework Pvt Ltd
Deepak Gokul specialises in goal-based financial planning, child education planning, SIP investments, mutual fund advisory, and retirement planning for families across the globe. With his Chartered Wealth Manager (CWM®) certification and specialised training in retirement advisory, Deepak helps clients build long-term wealth through structured, disciplined financial planning.
📍 Pallikaranai, Chennai
Dr. Uma Rani, BPT
IRDAI Licensed Insurance Advisor · Co-Founder, Deepak Wealth Framework
IRDAI Licensed Insurance Advisor (Health, General & Life) · NISM-Series-V-A Qualified (Mutual Fund Distributors) · Deepak Wealth Framework Pvt Ltd
Dr. Uma Rani is individually licensed by IRDAI to advise on health, general, and life insurance, and has cleared the NISM-Series-V-A certification for Mutual Fund Distributors. As co-founder of Deepak Wealth Framework, she works alongside Deepak Gokul to help clients build the right insurance safety net alongside their investment and retirement plans.