Credentials & Affiliations
The registrations, partners and disclosures behind the advice.
Who stands behind Accord
NJ Wealth Partner
Accord operates on the NJ Wealth (NJ India Invest Pvt. Ltd.) platform — one of India's largest financial-products distribution networks — for execution, custody, reporting and client servicing across mutual funds, fixed income, equity and more.
AMFI-Registered Distributor
Mutual fund distribution is carried out under a valid AMFI Registration Number (ARN). Commission disclosures are available to clients as required by regulation.
Insurance — Advisory Only
We help clients compare and select life, health, auto, travel and property policies from leading insurers. We are not an underwriter; policies are issued by the respective insurance companies.
GIFT City / IFSC Access
GIFT City investment access is offered through IFSCA-regulated funds and intermediaries. Accord's role is advisory and facilitative; specific structures are confirmed per engagement.
PMMS is not PMS
Our Portfolio Monitoring & Management Service (PMMS) is Accord's own advisory and monitoring service — it is not a SEBI-registered Portfolio Management Service, holds no power of attorney and executes no transactions without you. Where clients want a true SEBI-registered PMS, we help access third-party licensed portfolio managers — Accord distributes and advises; it does not manage the portfolio itself.
Questions about how we're regulated?
We're happy to walk through every registration and disclosure in person.
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