Grow Your Wealth Advisory Practice
Join RiaFin, India's leading marketplace connecting fiduciary financial advisors with clients actively seeking ethical financial guidance.
Financial advisors can join our marketplace with free registration or choose from our premium subscription plans for enhanced visibility and more client connections.
Our registration is merit-based, ensuring only qualified advisors join our trusted marketplace. Connect with thousands of clients actively seeking fiduciary financial advisors.
Focus on What You Do Best
Our marketplace connects you with pre-qualified clients actively seeking fiduciary financial advisors and planners, allowing you to spend less time on marketing and more time excelling at serving your clients.
Why Fiduciary Financial Advisors Choose RiaFin's Marketplace
In the ever-evolving landscape of financial advisory, seasoned professionals are choosing RiaFin's marketplace for compelling reasons. Discover why you should join this elite community.
Pre-Qualified Client Connections
Connect with clients who already understand and value fiduciary advisory services. Our marketplace attracts clients specifically seeking fee-based, conflict-free financial advice, ensuring better quality connections.
Client Education Creates Better Matches
Our platform educates clients about fiduciary advice before connecting them with advisors. This ensures clients appreciate the value of transparent, client-first advisory services when they reach out.
Verified Network of Top Advisors
Join an exclusive marketplace of verified advisors with SEBI RIA, CPA, CFP, or CFA qualifications. Being part of this curated network enhances your credibility with clients seeking trusted advisors.
Rigorous Advisor Verification
Our thorough verification process ensures only qualified, ethical advisors join our marketplace. This creates a trusted environment where both advisors and clients benefit from quality connections.
Technology-Enhanced Matching
Our advanced matching technology connects clients with the most suitable advisors based on needs, location, and preferences. Smart matching increases successful advisor-client relationships.
Nationwide Client Access
Access clients from across India through our nationwide marketplace. Connect with prospects from diverse geographic locations and financial backgrounds, expanding your potential client base.
Marketplace Membership Plans
Select the plan that matches your practice size and growth ambitions. All plans include access to our verified client network and profile listing.
Starter
Perfect for getting started
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Unlimited system-matched connections
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1 client connection
per month
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Basic profile listing
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Kanban style CRM to manage client connections
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View scheduled meetings by client connections
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Reviews and ratings [upto 5] (coming soon)
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Email support
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Limited prospects list
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Limited customization
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Standard search visibility
Bronze
per advisor per month + GST
Paid Annually
Great for growing advisory practices
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6 client connections
per month
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All Free features included
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Latest prospects list
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Enhanced profile listing
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Enhanced search visibility
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Add 1 extra location
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Add 1 extra service type
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Add 1 extra license
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Eligible to get featured in Top 10 Listings
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Reviews and ratings [upto 25] (coming soon)
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Get featured on our Blog, Newsletter, and Podcast
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Priority email support
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Monthly performance reports (coming soon)
Silver
per advisor per month + GST
Paid Annually
Best for established advisory practices
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15 client connections
per month
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All Bronze features included
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Advanced profile customization
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Up to 3 service locations
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Up to 3 service types
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Up to 3 licenses
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Allow clients to schedule meetings directly from your preferred calendar tool (coming soon)
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Reviews and ratings [upto 100] (coming soon)
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Manage financial plans (coming soon)
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Lead qualification scoring (coming soon)
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Get featured on our Blog, Newsletter, and Podcast
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Weekly performance reports
Gold
per advisor per month + GST
Paid Annually
Ultimate for large-scaling advisory practices
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30 client connections
per month
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All Silver features included
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Premium profile visibility
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Dedicated account manager
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Add unlimited service locations
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Add unlimited service types
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Add unlimited licenses
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Reviews and ratings [unlimited] (coming soon)
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Get featured exclusively on our Blog, Newsletter, and Podcast
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Priority phone & chat support
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Custom marketing materials
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Manage scheduled meetings (coming soon)
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Manage extended financial plans (coming soon)
Ready to Connect with Quality Clients?
Join India's most trusted marketplace for fiduciary financial advisors. Connect with clients who value ethical, transparent financial advice and are ready to build long-term relationships.
125+
Registered Advisors
85%
Lead Conversion Rate
4.9/5
Client Satisfaction
20+
Cities Covered
Trusted by Leading Financial Professionals
"RiaFin's marketplace has transformed my practice. The quality of client connections and support provided is exceptional."
- A CFP based in Bengaluru
"The platform's client matching technology is incredibly sophisticated and connects me with the right prospects."
- A Wealth Advisory Firm based in Mumbai
"I've grown my client base by 300% in just 18 months thanks to RiaFin's marketplace and quality client connections."
- A RIA based in Chennai
Ready to Connect with Quality Clients?
Join the growing marketplace of successful advisors who are connecting with clients actively seeking fiduciary financial advice.