Why Should You Become A Certified Financial Guardian

Your access to the Certified Financial Guardian platform comes with a host of benefits.


Get access to our specially designed training course for advisors covering ethics, investment planning, tax planning, retirement planning and more!

Unmatched Research

Get full access to a curated list of best funds and our views on all the funds under coverage to enable you to select the best funds for your clients

Weekly Fund Reports

You will get detailed expert weekly reports on Mutual Fund schemes to hone your Mutual Fund Advisory skills

MF Screener

Filters asset class wise to recommend the best performing funds for your clients investment needs


You can counsel valuable clients with guides exclusive to Certified Financial Guardians to help engage with investors better

Tools and Calculators

Best in class Tools & Calculators to level up up your processes and advise your clients effectively


Interactive Info graphics to share, educate and build engagement with your clients

Portfolio Reviewer

Tracking the investment of your valued clients is important to safeguard their financial health

Smart Asset Allocator

Get a quick Asset Allocation check for your clients portfolio

Online Presence

Once you complete the course and pass the exam, you can get listed on the platform to build your online presence.

Booking list

Keep a check on your client appointments using this one of a kind feature

Register for Certified Financial Guardian Now