Bharti Financial Consultants and Investment Advisors
The message was very clear from the Regulator that it intends to rationalize whole wealth management industry from commission based industry to Advisory based industry. The Company started working on advisory model in 2010, almost 3 years before when SEBI realised the need of advisory model in investment industry and came up with new set of regulation called SEBI (Investment Advisor Regulation, 2013). Contemplating the motive behind theses regulations, we registered ourselves as RIA in the name of BFCIA.
We provide comprehensive Financial Planning through BFCIA through our wealth management matrix called Prodigy which has a unique 5 step process of doing financial planning.
In BFCIA we work on Advisory model which we call “Membership model” and we charge a nominal annual fee from our members who are interested in doing comprehensive financial planning rather than making investments in bits and pieces.