Religare Broking Partners with FPSB India as an Authorised Corporate Partner

Religare Broking Ltd., a leading securities firm in India, has entered into a Memorandum of Understanding (MoU) with FPSB India, becoming an Authorised Corporate Partner (ACP) to reinforce its dedication to providing client-focused financial services. FPSB India, the Indian arm of Financial Planning Standards Board Ltd. (FPSB Ltd.), is the global body responsible for setting standards in the financial planning profession and for managing the internationally recognized CERTIFIED FINANCIAL PLANNER certification program. The ACP status, awarded to firms that uphold the highest standards in financial service delivery, highlights Religare Broking's commitment to excellence. This partnership with FPSB India reflects a shared focus on delivering quality financial services and promoting financial literacy across India.

As an ACP, the Religare Broking team will gain streamlined access to CFP certification, alongside benefits such as professional development programs, skill enhancement and FPSB India’s recruitment support and collaborative events—equipping them to deliver elevated support to clients at every financial milestone.

Mr. Gurpreet Sidana, CEO of Religare Broking, said: “In today’s financial landscape, delivering value goes beyond offering products—it’s about trust, long term relationships and guiding clients through their financial journeys. This MoU with FPSB India is a pivotal step in strengthening our people’s expertise. We understand that a comprehensive understanding of a client’s financial lifecycle requires deep knowledge of financial products. By facilitating CFP certification across our teams, we are committed to providing our clients with trusted partner at every step. They can make informed decisions, achieve their goals with clarity and feel secure about their future”.

Mr. Krishan Mishra, CEO of FPSB India, added: “FPSB India is dedicated to empowering individuals and the financial sector aspirants with the skills needed to deliver exemplary financial planning advice and keep pace with our evolving financial ecosystem. We are pleased to partner with Religare Broking in advancing this commitment, equipping their team with essential expertise to meet today’s dynamic client needs and elevate the standards of financial planning in the country”.

The MoU was signed in the presence of CA Vinod Gupta, Founder, VG Learning Destination India Pvt Ltd. that will play a key role as the education provider and delivery partner for this joint initiative by FPSB India and Religare Broking to advance financial education and professional development.

The CFP certification is recognized as the gold standard in financial planning, ensuring clients receive expert, ethical, and comprehensive financial advice. With a global network of 223,700 CFP professionals, including 2,700 in India, this certification encompasses a broad range of competencies tailored to address clients’ unique financial needs—from strategic problem-solving and effective communication to maintaining the highest ethical standards.

This collaboration represents a significant step toward cultivating a more informed and financially confident client base, aligning with the shared vision of both organizations to elevate the standards of financial planning and client service in India.