Certifications

Our commitment to Knowledge, Ethics & Compliance

At Evergreen Wealth Partners, we believe that trust is built on a strong foundation of knowledge, ethics, and regulatory compliance. Our team of professionals hold certifications mandated by the Securities and Exchange Board of India (SEBI) and other financial authorities, ensuring that every recommendation and investment solution we provide is backed by expertise and integrity.

Why Certification Matter?

1. Regulatory Compliance – Ensures that all financial advisory and distribution services are in line with SEBI and industry standards.

2. Professional Competence – Validates our team’s expertise in wealth management, mutual funds, securities, and financial planning.

3. Ethical Practices – Upholds investor protection by following transparent, ethical, and responsible practices.

Our Key Certifications

National Institute of Securities Markets (NISM) Certifications

NISM, an initiative by SEBI, mandates various certifications for professionals in the securities and investment industry. Our team holds certifications across the following areas:

1. NISM Series V-A: Mutual Fund Distributors Certification – Mandatory for mutual fund distributors and advisors.

2. NISM Series VIII: Equity Derivatives Certification – Expertise in equity derivatives products and strategies.

Other Recognized Certifications Held by Our Team:

1. AMFI Registration (ARN) for mutual fund distribution

At Evergreen Wealth Partners, certifications are not just a regulatory requirement – they are a testament to our commitment to excellence, investor protection, and continuous learning.