Scripbox, an Indian wealth-management company has partnered with a knowledge and community platform for personal finance professionals to certify its client-facing relationship managers and engagement managers under the Qualified Personal Finance Professional (QPFP) programme.
The six-month training and examination programme builds practical capabilities across financial planning, goal and retirement planning, cash-flow management, investments and client engagement. The programme also trains professionals in the responsible use of artificial intelligence (AI) and technology, combining technology with human judgment and empathy.
Atul Shinghal, founder and CEO, Scripbox believes that “great client outcomes start with capable people”. According to him, with financial lives becoming more complex, “our relationship and engagement managers need to understand the client beyond individual investment products, including their goals, cash flows, risk profile and long-term financial needs”. He considers the certification of its client-facing team as an “important milestone” and is committed to “investing in professional qualifications and continuous learning”.
Founded in 2012, Scripbox strives to create simple user experiences in a complex domain. It uses proprietary algorithms to deliver a full stack of wealth management solutions. Sanjiv Singhal is the chief operating officer of the company.
In January 2026, the Bengaluru-based wealth-management firm took over the mutual fund distribution business of Bluechip Capital, another independent wealth management firm in Delhi-NCR , founded by Ravi Kohli more than three decades ago. Post integration, Bluechip Capital’s clients had access to Scripbox’s research, digital wealth platform and asset-allocation services.