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Money does not grow without guidance — and guidance is worth nothing without conduct behind it. This is the code we work to.
As a personal finance professional, I follow and abide by the code of ethics and professional conduct set out below — to live up to the trust my clients place in me, and to uphold the dignity of this profession.
My clients trust me to be an expert in personal finance. I will keep my knowledge and skills current so that every recommendation I make is a considered, informed one.
My clients trust me to hide nothing. I will disclose how I am paid, what a product costs, and what its risks are — in plain language, before a decision is made, not after.
My clients trust me to understand their dreams, goals, aspirations and anxieties. I will be mindful, compassionate and respectful of their feelings around both money and life.
My clients trust me to be honest with them. I will maintain the integrity of our professional relationship and never do anything that lets a client down.
My clients trust me for genuinely independent, unbiased guidance. Their interest will always come before my own gain, and my recommendations will be free of bias.
My clients trust me to solve problems, not merely to execute transactions. I will be diligent in finding the best solution available for the need in front of me.
Rytvae Consulting is a brand name under which mutual fund distribution and personal financial services are offered. The business is conducted in the individual name of Mr Kambhampati Srinivas — AMFI Registration Number (ARN): 265474 and EUIN 091320. Mutual fund investments are subject to market risks; please read all scheme-related documents carefully before investing.
