Every advisor goes through manual verification before going live
Every advisor submits their primary credential: SEBI registration number (RA/RIA), AMFI ARN (MFD), ICAI membership number (CA) or CFP certification ID. We cross-reference against the relevant official registry to confirm the credential is active and valid.
Advisors upload their registration certificate or credential document. Our team manually verifies the name, registration number, credential type and validity date match official records — whether SEBI, AMFI, ICAI or FPSB.
Our team reviews each advisor bio, specializations and pricing before approving. Profiles with misleading claims are rejected.
We periodically re-verify all advisor registrations. Advisors whose registration has lapsed, been suspended or cancelled are immediately removed.
Regulatory registration confirms an advisor meets minimum regulatory requirements. It does not guarantee quality, suitability or outcomes of their advice. Always exercise your own judgement.
FINSAGE is a technology platform. We facilitate discovery of registered advisors but do not supervise or endorse their advice.