Trust is earned with facts you can check. Here's who regulates us, what we're qualified to do and how to verify every word.
Two industry registrations govern how we work with your money. Both are public, and both can be checked in a minute.
AMFI
ARN 174062
Association of Mutual Funds in India
We're registered with AMFI to distribute mutual funds: assess your risk profile, recommend suitable schemes for your goals, help you invest and look after your portfolio afterwards.
Check our ARN on amfiindia.comAPMI
APRN-04975
Association of Portfolio Managers in India
We're registered with APMI to distribute Portfolio Management Services through regulated providers, for clients who want an individually managed portfolio held in their own name.
Check our APRN on apmiindia.orgManalee Verneker, our founder and CEO, holds two professional certifications that demand examinations, experience and an ongoing commitment to ethics.
CFP®
FPSB India
An internationally recognised professional certification in personal finance, earned through examinations, practical experience and a commitment to a code of ethics that puts the client first.
Verify on fpsb.co.inCWM®
American Academy of Financial Management (AAFM)
A board certification in managing complex investment needs, particularly relevant for high-net-worth families and NRIs with assets across countries.
Disclosures
Financial Wisdom is an AMFI-registered Mutual Fund Distributor (ARN 174062) and an APMI-registered PMS Distributor (APRN-04975). We are not a SEBI-registered Investment Adviser.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results.
Questions or a complaint? Write to reach@financialwisdom.co.in and we’ll respond promptly. If it isn’t resolved, you can also take it up with the fund house concerned or with AMFI.
Recognised beyond our registrations, too.
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Book a consultation. We'll start with your goals and your risk profile, and explain exactly how we work before anything else.
