FPSB India and Shriram Wealth Partner to Develop Skilled Financial Planning Professionals for India's Growing Wealth Sector

2026-07-29 07:46:10 Business

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Mumbai, July 29,2026: FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB), USA, has signed a Memorandum of Understanding (MoU) with Shriram Wealth Ltd under its Approved Corporate Partner (ACP) Program. The strategic collaboration aims to provide employees of Shriram Wealth with opportunities to pursue the globally recognised CERTIFIED FINANCIAL PLANNER® certification and strengthen their capabilities to deliver high-quality, client-centric financial planning services.

The MoU was signed by Ramesh Vishwanathan, CEO, FPSB India, and Naval Kagalwala, COO & Head of Products, Shriram Wealth Ltd in the presence of Vikas Satija, MD & CEO, Shriram Wealth Ltd, and senior representatives from both organizations. The collaboration reflects a shared vision of strengthening professional standards in financial planning and building a workforce equipped to meet the evolving financial needs of individuals and families.

Speaking on the partnership, Ramesh Vishwanathan, CEO, FPSB India, said, “As demand for professional financial planning continues to grow in India, it is important that organizations invest in developing talent that can deliver comprehensive and client-focused financial planning solutions. We are pleased to welcome Shriram Wealth as an Approved Corporate Partner and look forward to working together to strengthen the financial planning profession by promoting competency, ethics, and a commitment to putting clients’ interests first.”

Through this partnership, Shriram Wealth employees will gain access to CFP® certification pathways, enabling them to deepen their financial planning knowledge, enhance professional competencies, and engage clients in more meaningful conversations focused on achieving long-term financial goals.

Vikas Satija, MD & CEO, Shriram Wealth Ltd, added, “At Shriram Wealth, we believe continuous learning and professional development are critical to delivering meaningful value to clients. Our partnership with FPSB India will provide our employees with access to globally recognised financial planning education and enabling them to further enhance their capabilities to support clients through holistic financial planning solutions.”

The MoU signing also paved way for both organizations to discuss the growing importance of financial planning in India and the increasing need for qualified financial planning professionals to support individuals and families in navigating a dynamic financial environment. The discussion also explored opportunities to collaborate in promoting financial planning awareness, strengthening financial literacy, and encouraging broader adoption of professional financial planning practices across the country.

This strategic collaboration is expected to open pathways for several joint initiatives focused on employee capability building, professional development, and advancing the financial planning ecosystem in India.

About FPSB India

FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB), the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program.

About FPSB Ltd.

FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns internationally. FPSB and its global network of organizations certify CFP professionals in 29 territories. CFP professionals are certified in Australia, Austria, Brazil, Brunei, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Italy, Japan, Macau, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Republic of Korea, San Marino, Singapore, South Africa, Switzerland, Thailand, the United Kingdom and the United States. There are 236,300 CFP professionals worldwide.

FPSB owns the CFP, CERTIFIED FINANCIAL PLANNER and (the CFP Marks) outside the United States, and permits qualified individuals to use the marks to indicate that they meet FPSB’s initial and ongoing certification standards and requirements. CFP professionals may use the CFP marks in the territory or region in which they are certified.

About CFP Certification

CFP certification is the global symbol of excellence in financial planning and represents financial planners who commit to standards of competency and ethics, and to putting clients’ interests first. The CERTIFIED FINANCIAL PLANNER credential represents financial planning professionals who commit to better serving their clients through rigorous international standards, ethical practices and lifelong learning.