Build a Thriving Financial Practice
Build or expand your financial-services practice with access to multiple solution categories and operational support from Akshaya Finvest, subject to applicable eligibility, confirmed partner arrangements and regulatory requirements.
Who May Be Eligible
Independent financial advisors, insurance agents, mutual fund distributors and other eligible referral professionals who want operational support and access to relevant financial-service categories, subject to the applicable requirements and confirmed arrangements.
Compliance Considerations
If you hold an existing licence, registration, certification, appointment or agency code, you must remain independently eligible to use it and comply with the applicable requirements. Any regulated activity must be performed only within the permissions and scope applicable to your role and the relevant institution. Akshaya Finvest does not represent that joining this network by itself grants any regulatory licence, registration or authorization.
Advisor / Agent Application
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