Certifications & Trust
At Financial Wisdom, we earn your trust with our services that are backed by our expertise with top certifications, high ethical standards and recognized industry credentials.
Certifications & Regulatory Registrations
Certified Financial Planner (CFP®) – FPSB India
Globally renowned for its ethical and all-encompassing client-first approach, the CFP® accreditation is the gold standard in financial planning.
Chartered Wealth Manager (CWM®) – American Academy of Financial Management
This elite certification empowers us to serve clients with complex investment needs, especially high-net-worth individuals and NRIs.
AMFI-Registered Mutual Fund Distributor
We are registered with the Association of Mutual Funds in India, making us eligible to help you choose the right mutual fund strategies aligned with your goals and risk profile.
APMI-Registered PMS Distributor
We are authorised to distribute Portfolio Management Services through regulated platforms for clients seeking customized, high-touch investing strategies.
- Full Compliance:
We strictly follow SEBI, AMFI, and global financial rules.
- Unbiased Advice:
You get ethical guidance with no hidden agendas.
- Expert Knowledge:
We have advanced skills in NRI wealth management, retirement planning, and investing to meet your goals.
Ready to work with a certified planner who puts your needs first?
