A Quantum Mutual Fund Partner Initiative


Certified Financial Guardian - A seal of ethical selling.

  • Leverage a depository of expert research resources, training material, and fund analysis in order to offer the most appropriate Mutual Fund investment advice to your investors
  • Weekly research reports to keep you well notified on current fund performance scenario to improve Investor portfolio's
  • Regular updates on current day fund performance analysis
  • Gear yourself with the best Tools & Calculators to analyze the risk capacity of your investors to help them choose funds which will balance out their portfolio
  • Training material to help step up your financial knowledge game and keep yourself notified with industry news related to financial advisory
  • Boost your online visibility and build goodwill for yourself by creating a unique detailed Partner profile on our website
  • Interactive infographics and GIFs to share, educate and build engagement with your investors

A comprehensive Research & Training platform exclusive to Quantum Partners

Quantum Mutual Fund along with group company PersonalFN (Financial Planning & Mutual fund Research Service Provider in India) brings to you Certified Financial Guardian (CFG).

CFG aims to provide you with expert research & training material, insights on best performing funds, special financial planning tools and lots more!!!

We have launched CFG with a motive to solve the biggest and most common challenge faced by both the industry and the investment population at large - which is the complete lack of the ‘Trust' factor. This has been the biggest leap we have possibly taken.

With the launch of CFG we aim to help you earn trust, faith and respect amongst the millions of investors.

Access to CFG benefits will require empaneled Partners to complete the 10 hour financially crafted e-learning certification program.

A Certified Financial Guardian (CFG) will symbolize trust and respect for the millions of investors across the country. A CFG is an image of honest spirit, trust and unwavering commitment working in the best interest of investors.

The CFG tag will help you build long lasting relationships with your investors and in turn result in business growth. As a CFG you are not just a Partner, but a ‘Financial Guardian’ to your investors.

This Program will equip you with the necessary resources and tools to take your business to the next stage.

Post successful completion of the program, you will be awarded a certification and will have access to all the Partner benefits.

There is no cost attached to this Program. It is an absolutely free of charge registration and completion process. The certification is valid for a period of one year.

To unlock access to this exclusive Quantum Cosmos Partner platform, we request you to Register Now.

Register for CFG Now