Core Services for Fiduciary Advisors
RiaFin Pro is India’s first integrated platform for fiduciary financial advisors and planners — including Registered Investment Advisors (RIAs), CFPs, Retirement and Tax Planners, Wealth Advisory Firms, etc. Our solutions bring together decades of expertise in strategy, technology, operations, and compliance to help your practice thrive in a competitive advisory ecosystem.
Marketing
Elevate your fiduciary brand with digital marketing services for financial advisors in India. From advanced SEO, Generative Engine Optimization (GEO), and Local SEO to content strategy, social media management, and lead generation—RiaFin helps you establish credibility online, connect with ideal clients, and accelerate growth through trusted marketing funnels.
Know moreOperations
Simplify your business with RIA back-office and workflow automation services. Our operational experts handle administration, document management, performance reporting, and remote staffing for fiduciary firms—helping advisors enhance productivity, reduce compliance errors, and focus on personalized client engagement.
Know moreTechnology
Build a future-ready practice through technology consulting and integration. We offer AI-enabled CRM setups, client portal integration, automation, data analytics, and cybersecurity audits to help SEBI-registered investment advisors digitize safely, efficiently, and profitably.
Know moreCompliance
Maintain regulatory excellence with SEBI compliance consulting for fiduciary financial planners. RiaFin’s experts ensure policy audits, advertising reviews, and training initiatives that make your firm compliant, transparent, and audit-ready — reducing legal exposure while boosting credibility.
Know moreConsulting
Drive strategic transformation through growth and advisory consulting for fiduciary firms. We assist with mergers & acquisitions, pricing strategy, branding, client experience design, and performance optimization under the Theory of Constraints—translating bottlenecks into breakthrough results.
Know moreWho We Serve
Our services are customized for professionals in India’s fiduciary ecosystem — including Registered Investment Advisors (RIAs), Certified Financial Planners (CFPs), Tax Consultants, Wealth Managers, and Family Office Advisors. Whether independent or part of a boutique advisory firm, we provide the operational and compliance foundation for enduring practice success.
Why Choose RiaFin Pro
Built for Fiduciary Advisors
Unlike generic service platforms, RiaFin Pro is built exclusively for fee-only fiduciary advisors who prioritize compliance, transparency, and client-first values.
Integrated Platform
Our four core verticals—Marketing & Operations, Compliance, Technology, and Consulting—work seamlessly to help fiduciary firms accelerate sustainable growth.
SEBI & Market Aligned
We align every offering with current SEBI regulations and fiduciary best practices to ensure Indian advisors maintain global excellence standards.