Enhance Your Profile Visibility & Connect with Clients
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 advisor listing plans for enhanced visibility.
Our registration for advisor listing 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 fiduciary advisors and planners 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, and fiduciary advisors & planners 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 fiduciary financial advisors and planners 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.
How Paid Plans Enhance Your Profile & Drive Growth
Understand the complete value chain that connects your enhanced profile to more client connections and practice growth.
1. Enhanced Profile Features
Paid plans unlock premium profile features including enhanced visibility, customization, and trust signals that make your profile stand out.
2. More Profile Access
Visitors get direct access to your website link and can get connected exclusively with prospects from your profile page.
3. More Client Connections
Direct website visits and exclusive prospect connections increase your client inquiries and booked meetings.
4. Practice Growth
Enhanced profile visibility drives sustainable practice growth through increased client acquisition and credibility.
Marketplace Listing Plans
Enhance your profile's credibility and visibility. All plans include marketplace listing and access to our verified client network.
Annual billing only • 18% GST applicable
Starter
Basic profile, marketplace listing
Basic profile, marketplace listing
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Basic profile listing & visibility
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Profile widgets for your website to build instant credibility
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Add upto 1 service location
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Add upto 1 license
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Reviews and ratings [upto 5]
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View all system-matched prospects (and those who booked meetings) to convert to active leads
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View up to 20 unmatched-prospects to buy to convert to active leads
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View scheduled meetings by client connections
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Kanban style CRM to manage client connections
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Email support
Bronze
per advisor per year + 18% GST
₹833/month
Enhanced profile, trust badge, improved visibility
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All Free features included
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Enhanced profile listing & visibility
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Enhanced profile customization
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Add upto 2 service locations
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Add upto 2 licenses
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Reviews and ratings [upto 25]
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View up to 40 unmatched-prospects to buy to convert to active leads
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Included 1 per month "Buy unmatched-prospects to convert to active leads"
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Get 5% discount on "Buy to convert to active leads"
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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)
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Get connected exclusively with prospects (coming soon)
Silver
per advisor per year + 18% GST
₹1,666/month
Premium profile, stronger trust signals, higher SEO/AEO visibility
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All Bronze features included
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Advanced profile listing & visibility
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Add upto 3 service locations
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Add upto 3 licenses
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Send prospects directly to your website
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Reviews and ratings [upto 100]
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View up to 60 unmatched-prospects to buy to convert to active leads
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Included 3 per month "Buy unmatched-prospects to convert to active leads"
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Get 10% discount on "Buy to convert to active leads"
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Get featured semi-exclusively on our Blog, Newsletter, and Podcast
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Priority phone & chat support
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Weekly performance reports (coming soon)
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Allow clients to schedule meetings directly from your preferred calendar tool (coming soon)
Gold
per advisor per year + 18% GST
₹3,333/month
Featured authoritative profile, maximum credibility & discoverability
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All Silver features included
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Premium profile listing & visibility
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Add upto 5 service locations
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Add upto 5 licenses
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Reviews and ratings [upto 300]
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View up to 100 unmatched-prospects to buy to convert to active leads
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Included 6 per month "Buy unmatched-prospects to convert to active leads"
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Get 20% discount on "Buy to convert to active leads"
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Get featured exclusively on our Blog, Newsletter, and Podcast
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Dedicated account manager
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High Priority phone & chat support
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Custom marketing materials [at 25% discount]
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Manage scheduled meetings (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.
240+
Registered Advisors
85%
Lead Conversion Rate
4.9/5
Client Satisfaction
27+
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.
