Following are the requirements to become a financial advisor
- Obtain a valid certification from the National Institute of Securities Market(NISM) by passing their certification examination 'NISM Series V-A : Mutual Fund Distributors Certification Examination'
- Complete the Duly filled form of the respective Mutual fund houses with a Photograph(For a Company, photograph is not required)
- Submit the duly filled form along with the self attested documents as mentioned below to the nearest Mutual Fund branch
Individiual / HUF