Partner with Us

RIA Partner Program · India

Partner With a SEBI-Registered Investment Adviser - Start Advising From Day One

Join Manek Financial's RIA-as-a-Service program as a Person Associated with Investment Adviser (PAIA) — our compliance, research and technology behind your client relationships. Full-time or part-time.

Apply to Partner See How It Works
SEBI RIAINA000004401
10+ YearsFiduciary advisory
Pan-IndiaProven PAIA network
Zero SetupPlatform ready to use
The Gap

Investor's need advice

Registering as an independent RIA takes years and lakhs. Partnering takes weeks.

Going solo as an RIA

  • Build your own compliance function
  • Hire a qualified research team
  • Buy portfolio & reporting technology
  • Carry continuous regulatory oversight
  • Months of cost before client one

Partnering with Manek as a PAIA

  • Advise under our SEBI registration
  • Institutional research, ready to use
  • Full tech, ops & reporting stack
  • Compliance managed for you
  • Start advising from day one
RIA as a Service

How the Partnership Works

A model we've already built and run with partners across India — not a new experiment.

01

You onboard as a PAIA

Come under Manek Financial's SEBI framework. No separate registration to build or maintain.

02

We run the platform

Compliance, research, technology, onboarding, reporting and portfolio monitoring — all of it.

03

You grow the practice

Acquire clients, advise, and earn recurring revenue instead of one-time product commissions.

Why Partner

Six Reasons to Join Us

Advisory-Led, Not Product-Led

Move from commissions to fiduciary advice — planning, goal-based investing and ongoing wealth management.

Serve HNI & UHNI Clients

Reach HNWIs, NRIs, family offices, entrepreneurs and corporates who want independent advice.

Institutional Research

Asset allocation, model portfolios, investment research and investment committee guidance.

Tech, Compliance & Ops

Onboarding, documentation, reporting, monitoring and servicing — handled end to end.

Established Credibility

A decade-old SEBI-registered brand with structured governance behind every client conversation.

Growth Support

Business development, marketing, training and practice management to help you scale.

Who This Is For

Built for Professionals

IFAs

Move an existing book to fee-based advisory.

Mutual Fund Distributors

Go beyond funds into full wealth management.

Insurance Agents & APs

Add investment advisory to existing relationships.

Chartered Accountants

Complement tax & audit work with wealth advice.

Wealth & Relationship Managers

Get a stronger research and compliance platform.

Entrepreneurs

Build an advisory practice from scratch, backed by us.

Your Pace

Full-Time or Part-Time

Full-Time — advisory as your primary business
Full-time partners build wealth management as their primary profession and long-term business, focusing entirely on client acquisition, relationship management and practice expansion — with the full weight of the Manek platform behind them.
Part-Time — build a wealth vertical alongside your practice
Part-time partners continue their existing profession or business while gradually developing a wealth management vertical alongside it. As the practice grows, you have the flexibility to scale your involvement and evolve into a full-time wealth business whenever you choose.
Your Client Offering

One Platform. Every Wealth Service.

Delivered directly by Manek Financial — you stay the relationship owner.

Financial Planning
Goal mapping, cash flow structuring, net worth analysis, retirement planning and overall wealth architecture.
Wealth Management
Strategic asset allocation, portfolio construction, risk management and continuous monitoring across market cycles.
Portfolio Review
Independent, data-driven assessment identifying gaps, concentration risks and restructuring opportunities.
NRI Advisory
Cross-border portfolio alignment, India allocation strategy, GIFT City structuring and currency planning.
Family Office Setup
Investment governance frameworks, consolidated reporting and intergenerational wealth infrastructure.
Succession & Estate Planning
Estate mapping, will structuring, trust frameworks and tax-efficient wealth transfer across generations.
Corporate Finance
Treasury management, surplus capital structuring, debt advisory and liquidity event planning.
Risk & Insurance
Need-based insurance audit, structuring of life and health coverage, and protection framework design.
Budgeting & Cash Flow
Surplus generation optimisation, spending analysis, emergency reserves and investment-ready mapping.
GIFT City Advisory
Cross-border investment structuring via IFSC for residents, NRIs and foreign investors.
Immigration & Visa Advisory
Financial structuring for investor visa programmes and cross-border residency transitions.
Investment Capability

A Curated Product Universe

Governed by research and suitability, never distribution incentives.

Equity · MF · PMS · AIF
Bonds · NCDs · Corp FDs
LAS & Loan Solutions
Gold · SGBs · Alternatives
Real Estate · REITs
Life · Health Insurance
Global & GIFT City
Model Portfolios
Your Economics

Recurring Revenue That Compounds

You participate in revenue from the clients you acquire and service, per agreed terms.

Advisory Fees

Direct fee income from the advisory relationships you own.

AUA-Linked Trail

Recurring revenue that grows as assets under advice grow.

Value-Added Services

Income from specialised wealth mandates and advisory solutions.

Meet PAIA's

Meet the PAIA's with Manek Financial

Sonesh Dedhia
Sonesh Dedhia
Founder & CEO
Mumbai, India
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Mandira
Neeti Sethi
Principal Partner
Bengaluru, India
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Piyush Chaksuta
Kannan R
Principal Partner
Hong-Kong, China
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Harmesh Thakker
Sachiv Nijhawan
Principal Partner
Kolkata, India
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Start the Conversation

Ready to Build Your Advisory Practice?

Tell us about yourself. We'll set up a confidential call to walk you through the partnership.

Manek Financial Advisors Pvt. Ltd. · SEBI Registered Investment Adviser · INA000004401 · All enquiries treated in confidence.

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