Attainix Consulting provides investment advisory services that enable retail and private investors alike to assess and evaluate the Intellectual Capital of the underlying business before making their investment decisions.
We have developed the icTracker tool – which calculates and publishes the Intellectual Capital of leading businesses around the world – and made it available on our website. The popularity of this tool amongst the investment community has made our website as one of the most visited sites daily and has also made it a reference site for investors interested in finding the intrinsic value of any stock.
We use the output from this same tool along with other database analytics to advise our Clients on their long term Stock and Mutual fund portfolios.
A former senior banking professional with 20 years of managerial experience with leading private sector banks, including ING, AxisBank and ICICI Bank. During his tenure, he worked in NRI advisory, Wealth Management, Corporate & SME Banking in different markets from rural to metro. His expertise includes Credit, Forex Operations, Retail banking and Wealth Management.
Abhilash Gopal is a Certified Financial Planner (CFP) with Financial Planning Standards Board, India (FPSB). He holds professional degree and Post-Graduation in Banking & Finance Management.
Abhilash Gopal specialises in Goal Based Financial Planning, Estate Planning, Investment Advisory, Debt Syndication and MSME Consulting
Studied about People behaviour (M.Sc. Psychology) and Personal finance (CFP). Blending both in my practice as Fee-Only, SEBI Registered Investment adviser. The valid License number is INA200000910.
At Wealth Traits Financial Planners, it’s all about your best interest. All our Advisory revolves around you, not products.
Wealth Traits is a Specialist Fee-only financial planner for doctors & Single Parents. We offer unbiased advisory solutions around wealth management, risk management & insurance planning, estate planning, Organising Finances, Investment Portfolio Review, Retirement Planning & more.
Amit Kukreja is a Registered Investment Adviser (with SEBI) and a CERTIFIED FINANCIAL PLANNERCM (by FPSB India). He offers fee-only financial planning and wealth advisory services. In other words there are no commissions or sales incentives to influence his recommendations.
He helps families to identify their financial goals with right focus on money and plans for them to achieve their goals with success and joy. He specialises in managing double-income families where two strongly opinionated individuals may come in the way of their financial well-being. Amit loves to go beyond the nuts and bolts of financial problems to help people see how a flawed approach to money gets in the way of happiness.
Amit is very passionate about spreading the prospects and pitfalls of investments in mutual funds, insurance, real estate, gold and fixed income instruments. He actively works with media companies to spread the awareness.
Amit appears on Zee Business channel’s Money Guru, Mutual Funds Helpline , CNBC Awaaz’s Your Money , CNBC TV18’s Money Money Money shows. He has appeared on NDTV Profit channel’s Let’s Talk Money , Manage Your Money , The Property Show , Property India , Paisa Vasool, and Get Started in the Markets, to advise the viewers on their investments.
He does Money section on AIR FM Gold (Delhi) and has done Money Talk with RJ Chris on RadioOne 94.3FM Delhi.
He writes columns for several publications. Some of them being Mint Money, Business Standard, NDTV Property, Financial Planning Journal, MoneyControl.com, DLF City News, Suburb Life, Business Bhaskar, Outlook Money and Economic Times Wealth.
Arijit Sen is a Certified Financial Planner (Membership No.: 116472), SEBI Registered Investment Adviser (Registration No.: INA300012723), Qualified Personal Finance Professional ® (Certificate No.: 4030) & Fiduciary.
He practices as a fee-only Financial Advisor in Kolkata for individuals and families. He is fascinated with Mind Maps. He has been confident in providing personal financial planning and investment advisory services. He believes conflict-free advice is like gold dust. He considers this as an opportunity to honestly address people’s financial as well as non-financial concerns and guide them towards tranquility along with his father, Uttam Kumar Sen. Being the second generation in this profession, his focus has been to take forward his father’s beliefs, principles and culture. He understands the responsibility bestowed on him and wishes to hand-hold clients towards their life-goals. He grew up closely following his father who has been in the field of personal finance for the last 34 years. He was strong-willed to join his father’s profession surrounding personal finance. The way his father has been dealing with clients, it always fascinates him. Clients are contented for the services they have been receiving. This is what propelled Arijit to become a fee-only Financial Advisor and take his father’s noble endeavour forward.
He used to sit inside the office room as his father attended clients. During this experience, he developed the habit of understanding a person’s attitude. This in turn helped both father and son to take client’s risk profiling process to a whole new level, involving rigorous analysis. During his college days, he accompanied his father in Financial Well-being Campaigns. It allowed him to develop superlative interest in the field of personal finance.
Since 2014, he has been actively engaging with clients and dealing with Mutual Funds investment portfolios. He wishes to take his practice forward and put smiles on clients’ faces.
An alumnus of IIT and IIM, Saurabh Bansal, has more than 20 yrs of experience in corporate and entrepreneurial world. In his corporate avatar, he gained a rich experience in Financial Outsourcing space across US, Europe and India. He had been associated with several reputed banks, including Credit Suisse, Citigroup, Dresdner Kleinwort Wasserstein.
After many years of working abroad, Saurabh relocated to India to be part of this historical phase of transformation the country is going through. The lack of conflict-free advice gave birth to the idea of setting up Fin@Work.
That idea has just completed 10 yrs of journey as a formal organization. With many client relationships running since inception, we take pride on trust our clients have placed on us and continue to raise the bar of financial advisory in the country.
Jitendra P.S. Solanki is a financial planning expert who is passionate about helping special needs children families in removing their anxiety towards special needs financial planning. His aim is to bring in the families a sense of empowerment, so that they are able to provide for their loved one with special needs and to the whole family. That’s the mission of PlanSpecialNeeds Jitendra has started exclusively for families with special needs dependent. Jitendra is also author of the Book “ Financial Planning for Families Having Children With Special Needs” .
Jitendra is a post graduate from IIT Roorkee and has earned the much-respected professional designation of Certified Financial planner (CFPCM) and Chartered Trust and Estate Planner (CTEPTM).
Jitendra, a frequent writer and speaker at public forums, shares his views and wisdom, especially on planning for families with special needs dependents, through various media groups and TV channels including ones dedicated to Person with Disabilities.
Here are few credentials for the work Jitendra has been doing at public forums:
At Apana Dhan, we understand your needs for financial planning. We offer Fee-only Financial Planning services. We are committed to your goals. We are one of the few trusted Fee-only Financial Planners in India, based in Navi Mumbai, licensed by SEBI as a ‘Registered Investment Adviser’ (RIA).
We are built on the uncompromising promise that the advice given by us is totally unbiased and customer-centric. We sit with the customer side of the table not the other side/ front side of the table. It means that all the suggestions provided by us will be purely professional, well-researched, value-driven and importantly based on keeping customer’s interest on utmost priority. Each and every suggestion will be personalized keeping individuality in mind.
Hello, This is Priyadarshini Mulye. I am MBA(Fin), CERTIFIED FINANCIAL PLANNER CM and SEBI Registered Investment Adviser.
After 7.5 years of rich experience in two of the prominent financial institutions, my ‘Passion’ to provide ‘Unbiased’ advice on personal finance, made my mind to resign from my job and start ‘ARTHAFinPlan’ in the year 2018 at Thane West.
I provide ‘Comprehensive Personal Financial Planning’ services. It includes, assessing risk profile of a client,understanding their future goals,providing second opinion on client’s existing cash flows, investments and insurance. Then, undertaking retirement planning, goal based planning, tax planning, investments planning and insurance planning. Once the plan is made, it is reviewed every year.
Above services are provided on “fees Only’ basis. This means, I am not involved in any type of commission based practice and distribution of any financial product and insurance. I provide advise on personal finance putting ‘client first’ approach. This makes it pure and unbiased advice.
Apart from these core services, I am active on various social media platforms like facebook, linkedin and youtube to spread ‘financial awareness and literacy’.I also write a weekly column in one marathi newspaper .
For more information please visit http://www.arthafinplan.com
I would like to connect with you and be a guiding part in the journey of your personal finance!
The first individual SEBI Registered Investment Adviser in Tamilnadu Renu Maheshwari is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA, and CFA-1 with over 25 years of experience in the finance industry.
A staunch advocate of Client-Side, Fee-Only Financial Advisory, she along with her partner Jagdish has redefined financial advisory in India. Their company Finscholarz provides Commission Free, Fiduciary, Holistic, Client-Centric Financial Planning, and Investment Management services, which is changing the financial lives of her clients.
Her unique practice model was recognized by APAC Insider (a London based publication), Outlook Money, and Rajalakshmi Group of Institutes by felicitating with ‘Best Financial Advisor in India – 2016’, ‘Best Investment Adviser in India – Runner Up – 2015’ and ‘Eminent Woman Achiever’.
She is one of the Founder Directors of ARIA and is also on the India CPF Board Advisory Council (of Financial Planning Standards Board, USA), providing thought leadership to the financial planning community in India.
Pioneer of ‘WoW’ (Women Only Workshop on Personal Finance) she has been actively engaging with women to help them achieve financial freedom since 2013. She has touched the lives of more than 3000 women through these sessions.
Her articles are regularly published in Bloomberg Quint, FPSB India Journal, and Outlook Money. Her column also appears in Tamil Fortnightly – Thozhi. Her opinions/interviews are regularly published in Live Mint, ET Wealth, Aval Vikatan, Business Standard. She is also on BTVi answering to investors’ queries.
She has also been a visiting faculty to ICoFP, IIFP, and ACE School of Financial Planners. Finscholarz’ ‘Financial Planning and Portfolio Management’ Certificate course at Stella Maris College, Chennai is one of her attempts to induct more youngsters into an ethical practice of sales free consulting and bring about a paradigm shift from sellers’ market to client-centric practice.
With a fiduciary relationship with their clients, they measure their success not by the profits but by the number of lives that they touch.
Mr. Rohit Bornarkar is Founder and Chief Financial Planner of ArthaPurna Solutions®. He is also the key support manager and consultant to a private limited firm in Fee Based Financial Planning.
Mr Rohit Bornarkar is a SEBI RIA License holder. With a desire to strive towards creating a strong base in industry, has went through an Executive course at renowned institute of IIM, Ahmedabad on Mergers, Acquisitions, Restructuring and Valuations.
With more than 12 years of experience in Equity Markets he has got a good command over subject of Options Strategies in Derivatives markets. He has also shouldered leadership roles in multinational Business Network Institutions like BNI.
Along with professional commitments, he is also helping next batch of financial experts by being a Visiting Faculty at MIT World Peace University for subjects like Derivative Analysis, Security Analysis and Portfolio Management.
Rohit is Founder & CEO at Getting You Rich, a financial planning firm. Rohit is a CFP cm and a SEBI Registered Investment Adviser. Rohit helps families to simplify their money life. Rohit is frequently quoted in The Economic Times, ET Wealth, Mint, Forbes India & other publications.
Prior to starting this Financial Planning firm, Rohit was a Corporate Executive and has worked with IBM, Citigroup & Sterlite on Finance, Project Management, and Technology assignments. Rohit has an overall ~22 years of experience. By qualification, Rohit is a Post Graduate in Business Management, PMP & ITIL Certified.
Click here to read more about Rohit
SriNivesh Advisors, founded by S R Srinivasan, is a SEBI Registered Investment Advisor – RIA INA200013132.
We provide wholistic financial planning and investment planning services for individuals and HUFs. We offer a range of service plans tailored for various needs. Our planning and advice is customized and individualized.
We strive to be the trusted advisor for each of our clients and enable them to achieve their financial goals. We do this by basing our unbiased advice on data and analysis. We provide this service at an affordable price. Please see ‘Plans and Fees’ page for a description of our services.
We act as fiduciaries and work only in our clients’ interest. Our advisory practice follows the letter and spirit of relevant SEBI regulations. You can find more such people in the Fee-Only India site.
Truemind Capital Services is a SEBI Registered Investment Advisory platform that offers unbiased professional and high-quality personalized investment management services at an affordable cost. We help you prepare your financial plans and asset allocation strategies to manage market volatility to your advantage.
Prudent Financial Planners(PrudentFP) is a first Panchkula (Chandigarh),India based Professional Financial Planning & tax advisory firm, offering fee-only planning & advisory services for families/ individuals. PrudentFP has been founded by Suresh Kumar Narula– a pioneer & a leader in the Financial advisory space.
He is registered with SEBI as an Investment Adviser and GST Practitioner. This is a stringent regulation that allows the Advisor to only charge fees from clients and not receive any commissions/ incentives/ brokerage from product distribution.He has done M.com, Master of Finance & Control(MFC), Certified Financial Planner(CFP).
PrudentFP have evolved into an eminent, well-regarded financial planning & tax advisory firm that is trusted for their professional competence, relied on for the top quality of advisories and depended upon due to their integrity, ethics & trustworthiness. PrudentFP has become a leading, respected player in the financial planning & wealth advisory space in India.
He contributes regularly in various publications on Finance & related subjects. He has written hundreds of articles on various aspects of Finance and related subjects for reputed publications like Dainik Bhaskar, Business Bhaskar etc. He also contributed to blogs on fpgindia.org, sureshcfp.com, etc.
We have been in the field of financial advisories since 2011 making us one of the most experienced financial planners/advisors in the country. PrudentFP specializes in offering detailed & holistic Financial Planning/Tax/GST advisory services to our clients, in India / worldwide, with help from technology.
We believe that value something that can’t be shown it can only be experienced, and we promise you that you won’t be disappointed. Financial Planning is not a business for us, it’s our profession and it’s our passion. Our objective is to make the lives of more and more people, happier and simpler.
About the Advisor
My name is Vipin Khandelwal. I am here to enable individual investors such as you to take a structured approach to money and investments which saves you from making big mistakes and use rationale to drive decisions to help you use money to live a life you care about.
I have over 17 years experience in business & financial analysis, financial planning education and investment advisory.
During my work I got a chance to work with hundreds of individuals in helping them to make smarter decisions with money.
I currently practise as a SEBI Registered Investment Adviser.
My services are focused to help you make winning investment decisions centered around what is important to you. The primary question in our discussions is “What do you want to do with you money?”
This takes you into a journey of exploration and finding the right reasons to invest and thus creating a structure, a framework that drives your investment decisions.
They key services include – Mutual Fund Portfolio Recommendations and Goal Based Comprehensive Financial Planning.
I believe that when right advice meets your money, your investments flourish. You make the most sensible decisions and avoid the biggest mistakes. In short, you get the most bang for your buck.
This will help you reach your financial goals, faster. The ‘faster’ is a result of patience, discipline and knowledge. Add to it the bonus of low costs with direct plans of mutual funds, for example.
Yogendra Joshi is a Registered Investment Adviser (with SEBI) and a CERTIFIED FINANCIAL PLANNERCM (by FPSB India).
He brings to the table expertise in diverse fields of finance from Financial Planning, Investment Advisory, asset allocation, diversification and risk management to income tax & wealth tax optimization. He is actively involved in spreading Financial Literacy to masses.
Committed to spreading awareness about financial planning, He has carried out ‘Financial Planning’ awareness sessions at various organizations like HPCL, Geometric, Sky Scape India, Atos India Ltd , TCS , Thane Bar Association, CIO Club Pune , to name a few. He regularly contributes in print media and written Articles in Loksatta , Lokmat , Sakaal Etc. and have been invited as a special guest on reputed television channels like IBN Lokmat, ABP Maaza and Delhi Doordarshan. He is very passionate about taking financial planning movement to the grassroots in society; thereby perking the financial health of the country. He has been doing lot of awareness programs in cities like Thane, Mumbai, Pune, Solapur, Nashik etc. As on today he has conducted more than 100 such programs and attended by around 5000-6000 investors.
He was acting as Consultant to Financial Planning Standards Board during 2009-2010. During that period he has guided more than 150 students to accomplish Certified Financial PlannerCM Certification. Also during the period he has conducted awareness program about FPSB certification in various colleges like Thana College, Somaiyya College etc.
He has conducted trainings for more than 1000 students of 8th 9th and 10th Standard from Various Schools like Saraswati Secondary School, Shiv Samarth Vidyalaya, Shrirang Vidyalaya for National Financial Literacy Assessment Test (NFLAT) conducted by NISM on all india basis. He is also ex-secretary society Of Financial Planners (SOFP)
He regularly conducts training sessions to IFA fraternity through Forums like network FP, SOFP. He has conducted session on “Charging Fees by RIA” the master class session for NFP in 2018. He has conducted session on “Confidentiality, Business Continuity Plan and Disaster Recovery” in National Conference of NFP in 2019. He was chairperson of Regional Conference for IFA’s Thane region in July 2019.