Partner Enrollment Form

After completing the enrollment form
Email below documents to partner (at)

  1. One scan copy of professional Passport size Photograph
  2. Govt issued Photo ID Proof – PAN Card, Passport, Aadhaar card, Driving License
  3. Govt issued Address Proof – Aadhaar, Telephone bill, Passport, Driving License
  4. Copy of SEBI-RIA, FPSB-CFP, CFA Institiute USA, ICAI-CA : official id card or certificate issued mentioning the date of expiry/validity(if any)
  5. A recent Bank Statement or the front page of your chequebook / passbook. Please note that the your address and the account number should be clearly visible.
  6. Logo (Optional) – of your firm
  7. Profile document (Optional) – A presentation or word document detailing the profile of the firm and experience of the planner.

After document submission, a KYC check shall be undertaken by FinVizer.
On successful KYC, the Partner shall be listed on FinVizer platform.