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About Us

A Member-Centric Skill Enhancement Community

PIFAA

A Member-Centric Skill Enhancement Community

Our Journey

PIFAA’s journey began with just a handful of 10-15 MFD (Mutual Fund Distributors). But over time, we have flourished into a vibrant community with more than 275 dedicated members (individuals & corporates)and counting.

Our mission has always been to help our members succeed in their careers, and we’re proud to say that our commitment to develop our members’ professional, technical, practice management and soft skills has earned us the trust and appreciation of the community. 

Empowering Members Through Learning

At PIFAA, our core intention is to provide members with high-quality training workshops, organized by PIFAA itself or in collaboration with AMCs. We aim to equip our members with the knowledge and skills required to excel in the Mutual Fund Distribution Universe.

Our Core Focus

Recognised Excellence

PIFAA was honoured with the title of “Most Influential Association-Metro City 2020, 2021 & 2022” at the FFF Conference in collaboration with The Economic Times.

Training

Comprehensive Practical Training

We conduct training programs encompassing soft skills and day-to-day operational aspects.
Our programs are designed to enhance soft and technical proficiency, covering software and computer-related skills.
We enable members to excel in Marketing Skills, Product Knowledge, Industry Updates, Technological Improvements, Regulatory Updates, and Behavioural Finance and present themselves as professionals.

Investor Empowerment

Guiding and Empowering Investors for Informed Choices / Decision-making in their Personal Finance Activities through Knowledge about Mutual Funds and other related financial products

For more than 7 years,  thousands of individuals and families have benefited  from our Investor Awareness  Programs (IAP) which are part of Pune’s key Financial events.

PIFAA stands out as one of the few associations dedicated to organizing Investor Awareness Programs (IAPs) on a wide scale, benefitting investors across the board.

Financial Literacy

  • Recognising that, many individuals possess funds but lack investment expertise, PIFAA conducts awareness programs for investors titled as “Smart Money Seminar”.
  • Investors gain valuable insights from knowledge-based seminars, helping them understand the role of mutual funds in wealth creation,  wealth management and wealth preservation.  

At PIFAA, we believe mutual funds are a self-sustaining vehicle to achieve long-term financial goals, and we are dedicated to supporting our members and investors on their wealth-creation journey.

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

PIFAA’s role is to provide insights and information. We strongly recommend that investors should seek guidance from their  Mutual Fund Distributors before making any investment decisions. Your Mutual Fund Distributor can offer personalised guidance e tailored to your unique financial circumstances and goals. Please consider professional guidance to ensure your investments align with your individual needs and objectives.

BENEFITS OF BEING A PIFAA MEMBER

PIFAA shines as an exceptional and invaluable resource. Here's why:

Certifications

We understand the importance of professional development. That's why we proudly offer our members exclusive access to valuable discounts on certifications. With PIFAA, you can enhance your skills and knowledge while saving on costs - a win-win solution for professionals like you.

Empowering Investors with Awareness Programs (IAP)

PIFAA sets itself apart by prioritising regular Investment Awareness Programs for investors. Our programs empower individuals to navigate the world of personal finance wisely. In these IAPs, Investors affiliated to PIFAA members gain valuable insights through industry veterans.

PIFAA has proudly organised Certified Financial Planner (CFP) Certification Coaching classes, leading over 100 of our members to successfully attain their coveted CFP Certification.

As a testament to our commitment to excellence, PIFAA on an ongoing basis continues to establish strategic partnerships with national-level education and knowledge partners as well as AMCs.