For SEBI Registered RIAs

Join India’s Premier Network of Fee-Only Advisors

WealthPilot connects vetted fiduciaries with investors who value transparency, compliance, and long-term planning. We handle discovery so you can stay focused on research and relationships.

Join Now!View Eligibility

Platform Snapshot

₹1.2 Cr+Average Matched Surplus
5 daysMedian Review Time
25+Covered Cities

Why join WealthPilot?

Build the practice you’ve envisioned with curated introductions, workflow automation, and a compliance-first partner.

High-Intent Matches

We surface investors who already understand fee-only advice and are ready to move assets under guidance.

Precision Targeting

Filter introductions by location, surplus AUM, and niche so every discovery call aligns with your practice.

Calendar Integration

Qualified prospects schedule directly through your availability, eliminating back-and-forth coordination.

Compliance-First Workflows

Every interaction is logged and encrypted so your audit trail and investor trust stay intact.

Eligibility & Standards

We protect investor trust by carefully vetting every advisor before onboarding.

Active SEBI Registration (Individual or Corporate RIA)

Clean regulatory record with fiduciary pledge

Professional certifications such as NISM X-A/X-B, CFP®, or CFA

Only SEBI-aligned fiduciaries are admitted to ensure every introduction is safe for investors.

Join Today! Provide Your Details

Advisor Details

Full Name*

Email Address*

Phone Number*

Full Address*

Pincode*

State*

Registration & Credentials

SEBI Registration Number*

SEBI Registration Type*

Individual Corporate

Years of Experience

Practice Profile

Current AUM Band*

Ideal Client Profile*

Niche Focus

Website or LinkedIn

Compliance

I confirm my SEBI registration details are accurate and I agree to the data policy.

What happens after you apply?

Submit Application

Share your credentials, niche, and preferred client profile via the secure form.

Manual Review & Verification

Our team validates SEBI registration, certifications, and compliance history.

Onboarding & Profile Setup

We configure your public profile, scheduling, and targeting preferences.

Receive Qualified Introductions

High-intent investors book discovery calls directly on your calendar.