Expert Knowledge
Financial regulations, tax laws, and investment products are complex. A qualified advisor navigates this for you.
VERIFIED PROFESSIONALS
Browse SEBI-registered RIAs, ICAI-verified CAs, certified CFPs. Every professional on Finamize is verified against government databases before they can accept clients.
Overview
Finding the right financial advisor in India has historically been a challenge.
Finding the right financial advisor in India has historically been a challenge. With over 1,300 SEBI-registered Investment Advisers, 35,000+ Research Analysts, 3,50,000+ ICAI-member Chartered Accountants, and thousands of FPSB-certified CFPs, the landscape is vast and fragmented. Most Indians rely on word-of-mouth referrals or end up with commission-driven distributors posing as advisors. Finamize changes that by providing a single platform where every professional's credentials are verified against the actual regulatory databases — SEBI for RIAs and RAs, ICAI for CAs, and FPSB India for CFPs. Verification is not a one-time event; we re-verify credentials quarterly and monitor for disciplinary actions.
Finamize takes zero commission from professionals. Advisors set their own fees, and the full amount goes directly to them. Our revenue model is subscription-based, which means our incentives are aligned with connecting you to the best professional — not the one who pays us the most.
Whether you need a CA for ITR filing, an RIA for portfolio restructuring, or a CFP for a comprehensive financial plan, Finamize helps you find the right professional with full transparency on credentials, track record, and fees.
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PROFESSIONALS
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PLATFORM FEE
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AVG RATING
Benefits
Why Use a Financial Advisor?
Tax Optimization
Professionals identify deductions, exemptions, and strategies that save significantly more than their fees.
Regulatory Compliance
From ITR filing to GST returns to SEBI regulations, professionals ensure you stay compliant.
Wealth Growth
Structured investment planning with proper asset allocation outperforms ad-hoc decisions over time.
Risk Management
Professionals assess your risk tolerance and build portfolios that protect against market downturns.
Time Savings
Delegate complex financial tasks to experts so you can focus on what matters most to you.
How It Works
Get Started in 4 Steps
01
Browse by License Type
Start by selecting the type of professional you need: CA for tax and compliance, RIA for investment advice, RA for research-based stock tips, or CFP for comprehensive financial planning. Then narrow your search using filters for city, specialization (e.g., NRI taxation, startup accounting, retirement planning), language spoken, and minimum rating threshold.
02
Compare Ratings & Reviews
View detailed profiles showing credentials, years of experience, number of active clients, per-service-type ratings, and written reviews from verified clients. Use the side-by-side comparison tool to evaluate up to four professionals simultaneously across all key parameters. Each profile also shows the professional's fee structure upfront.
03
Send Connection Request
Found your match? Send a connection request with a brief description of your needs. The professional reviews your request and accepts or declines within their stated response time. Your contact details are shared only after acceptance. There is no obligation — you can withdraw your request at any time before acceptance.
04
Start Working Together
Once connected, collaborate through Finamize's secure tools: share documents via the vault, receive recommendations with full rationale, track portfolio performance, and communicate through encrypted messaging. The professional can view only the data you explicitly share, and you can revoke access at any time.
Platform Features
What You Get
01
Advanced Search Filters
Filter by license type (CA/RIA/RA/CFP), city, specialization, language, rating, experience, and fee range. Supports Boolean combinations — find a CA who also holds RIA registration, or an RIA in Bangalore who speaks Kannada and specializes in NRI taxation.
02
Per-Service-Type Ratings
Ratings are broken down by service type (e.g., ITR filing, portfolio management, tax planning) using a 0.5-increment scale, so you can evaluate a professional's strength in the exact area you need.
03
Credential Verification Badge
Every verified professional displays a clickable credential badge showing registration number, issuing authority (SEBI/ICAI/FPSB), validity period, and last verification date. Badges are color-coded: green for verified and current, yellow for approaching renewal, red if issues are detected.
04
Fee Transparency Display
Professionals list fee structures upfront — flat fee, hourly rate, AUM-based, or subscription pricing. Fee ranges are filterable so you can set a budget and see only professionals within your range.
05
Smart Professional Matching
Not sure which professional type you need? A short questionnaire asks about your requirements and recommends the right professional type (CA, RIA, RA, or CFP), then shows top-rated matches in your city.
06
Grievance Filing System
File complaints directly through Finamize with supporting documents. We investigate and respond within 7 working days. For regulatory matters, we guide you to SEBI's SCORES portal or ICAI's disciplinary mechanism.
07
Response Time Tracking
Each professional's average response time is tracked from actual platform data. Professionals with consistently fast response times (under 4 hours) earn a 'Quick Responder' badge. Both all-time and 30-day averages are displayed.
08
Connection History Dashboard
Track all past and current professional connections in one place — engagement dates, services utilized, ratings given, and documents shared. Invaluable when transitioning between professionals.
Regulatory Framework
Built for India's Regulatory Landscape
1
Cross-verified against SEBI's intermediary database (sebi.gov.in) for all RIA and RA registrations, including validity period and disciplinary history under SEBI (Investment Advisers) Regulations, 2013 and SEBI (Research Analysts) Regulations, 2014.
2
ICAI membership verification includes Certificate of Practice (COP) status, firm registration number for CA firms, and check against the ICAI Disciplinary Committee's published orders.
3
FPSB India certification validation confirms CFP certification number, certification validity, and continuing education (CE) credit compliance as mandated by FPSB's recertification requirements.
4
Finamize's grievance mechanism is designed in alignment with SEBI Circular SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131, which mandates online dispute resolution for listed market infrastructure institutions.
5
All professional fee structures comply with SEBI's mandate that RIAs must charge either fixed fees or AUM-based fees (capped at 2.5% of AUM per annum per client across all services) and cannot receive commissions from product manufacturers.
6
Professional profiles comply with SEBI's advertisement guidelines for intermediaries — profiles cannot contain guaranteed return claims, misleading performance data, or client testimonials that violate privacy. Finamize moderates profiles to ensure regulatory compliance.
FAQ
Frequently Asked Questions
Ready to Get Started?
Join thousands of Indians who trust Finamize to connect them with verified financial professionals.