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Our Consultants

Expert guidance,
close to you

Our consultants bring Epsilon's independent, goal-based approach to investors across India — combining personal relationships with institutional discipline.

What a Consultant Does

Advice that starts with you

01

Understand your goals

A consultant starts with your life — goals, horizon and risk appetite — not a product pitch.

02

Map the right products

They translate your plan into the right mix across mutual funds, insurance and beyond.

03

Stay with you

Reviews, rebalancing and reassurance through every market cycle — close to you, locally.

Become a POSP

Partner with Epsilon as a consultant

Build your own advisory practice with the backing of an AMFI-registered distributor and IRDAI-registered corporate agent.

Become a Consultant

Earn with Epsilon

Build a rewarding practice distributing curated, regulated financial products.

Get trained & certified

We guide you through the POSP / distributor certification end to end.

Use our platform

Onboard clients digitally and track every portfolio in the Epsilon Money app.

Backed by experts

Lean on our research, product and operations teams as you grow.

Find a consultant near you

Tell us where you are and what you're planning for — we'll connect you with the right Epsilon consultant.