Thread by @vaid_varun

Name Clarity on Nomenclature for MFDs as per best of our ability & interactions with some legal experts.
MFDs still can consult legal experts for any further clarity or doubts. @cafemutual @bsindia @livemint
@wealthforum_tv @ETNOWlive @ArthmitraG @FinancialXpress (1/4)

Objectionable:

1. XYZ Adviser/ Advisers
2. ABC Advisor/ Advisors
3. XYZ Financial Advisors
4. ABC Investment Advisors
5. XYZ Wealth Advisors
6. ABC Wealth Manager
7. XYZ Wealth Managers
8. ABC Financial Advisory
9. XYZ Wealth Advisory
10. ABC Investment Advisory (2/4)

Names where obections may be raised:

1. ABC Wealth Management
2. XYZ Investment Management
3. ABC Investment Consultants
4. XYZ Wealth Consultants (3/4)

Names used where objection is not expected -

1. ABC Wealth
2. XYZ Financial Solutions
3. ABC Investments
4. XYZ Consultant / Consultants
5. ABC Financial Services (4/4)

Clarification to all that Financial Services & Financial Consultant should be avoided.

Further, would like to state that
Responsibility of Names Change lies at the end of MFDs be it legally or otherwise not of 'ME'.

Better would be to seek an opinion from legal experts.