ethics

AS A PERSONAL FINANCE PROFESSIONAL, I SHALL FOLLOW & ABIDE BY THE FOLLOWING CODE OF ETHICS AND PROFESSIONAL CONDUCT TO LIVE UP TO THE TRUST ENDOWED IN ME BY MY CLIENTS AND TO UPHOLD THE DIGNITY OF OUR PROFESSION.

• EXPERTISE
MY CLIENTS TRUST ME FOR BEING AN EXPERT IN THE FIELD OF PERSONAL FINANCE. I SHALL KEEP MYSELF UPDATED WITH THE REQUIRED KNOWLEDGE & SKILLS TO PROVIDE EXPERT RECOMMENDATIONS TO MY CLIENTS.

• TRANSPARENCY
MY CLIENTS TRUST ME FOR BEING TRANSPARENT IN ALL MY DEALINGS WITH THEM. I SHALL VOLUNTARILY DISCLOSE ALL MATERIAL FACTS & CONFLICTS OF INTEREST IN A FAIR & TRANSPARENT MANNER TO MY CLIENTS.

• HOLISTIC
MY CLIENTS TRUST ME FOR EMPATHIZING WITH THEIR DREAMS, GOALS, and APIRATIONS & ANXIETIES. I SHALL BE MINDFUL, COMPASSIONATE AND RESPECTFUL OF ALL THEIR FEELINGS AROUND BOTH MONEY AND LIFE.

• INTEGRITY
MY CLIENTS TRUST ME FOR BEING HONEST IN OUR RELATIONSHIP. I SHALL ALWAYS MAINTAIN INTEGRITY OF OUR PROFESSIONAL RELATIONSHIP AND NEVER DO ANYTHING WHICH IS A LET-DOWN TO MY CLIENTS.

• CLIENT FIRST
MY CLIENTS TRUST ME FOR PROVIDING TRULY UNBIASED & INDEPENDENT ADVICE. I SHALL ENSURE THAT MY CLIENTS’ INTEREST ALWAYS COMES BEFORE MY PERSONAL GAINS AND ADVICE IS VOID OF ANY BIASES.

• SOLUTIONS
MY CLIENTS TRUST ME FOR PROVIDING SOLUTIONS TO THEIR PROBLEMS, NEEDS & REQUIREMENTS AND NOT MERELY EXECUTE THEIR TRANSACTIONS. I SHALL BE DILIGENT IN OFFERING THE BEST POSSIBLE SOLUTIONS.