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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
SEBI-registered RIA & Certified Financial Planner (CFPCM), with over 20 years of experience in financial markets and advisory. Practice focused on accredited investors and high net-worth families.
Previous stints include:
- Equity analyst and investment advisor at top south-based brokerage.
- Journalist & copy-editor at Moneylife under aegis of Mrs Sucheta Dalal and Mr Debashis Basu.
- Tax planner, advising HNIs on tax- & currency-related issues, at a reputed Chartered Accountancy firm.
Hobbies: Golf, squash, CrossFit, mechanical keyboards, table-top games, books, longform essays, coding.
Insatiable curiosity. Humourist. Provocateur.
Agnam Advisors is a SEBI registered, fee only investment advisory platform that provides unbiased advisory through a customer centric advisory model. We work in lieu of fee received from our clients, instead of brokerage and commission from product manufacturers, ensuring unbiased and fair advisory. We sit at the client’s side of the table while reviewing suitable investment options. We are a Multi Family Office providing customised support to families towards setting up and planning their Estate Plan, Investments, Taxes, Legal, Philanthropy etc. We are amongst few fees only advisors with depth of experience in managing assets and delivering superior risk adjusted returns through goal-based asset allocation strategies.
Profile
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.
We are an independent, fixed ‘fee-only’ financial services firm specializing in the field of personal Financial Planning, Investment Advisory & Management and Consulting services.
I am a Certified Financial Planner (CFP), Blogger (www.basunivesh.com), SEBI RIA, and Fee-Only Financial Planner.
THE FIRM
Manthan Research and Advisory is a boutique investment advisory firm based out of Chennai. Manthan Research commenced operation in 2016, founded by Bharat Jain, a SEBI Registered Investment Adviser (RIA No – INA200005109). At Manthan Research, we provide multi-asset advisory to help clients achieve investment goals & objectives with focus on building and managing wealth. We provide fee-only advisory services with comprehensive & customized investment solutions. Our services include wealth advisory (equity & fixed income), treasury advisory and consulting.
Bharat Jain (Investment Manager) is a qualified Chartered Accountant with AII-India Rank. Prior to starting Manthan, he worked in CRISIL for more than 10 years before . At CRISIL, he worked with hedge fund / portfolio mangers, buy-side research analyst, and with sell-side equity analyst covering healthcare and sectors.
| Circle Wealth Advisors Pvt. Ltd. is a niche wealth management firm focused on managing the complete financial lives of individuals. We cater to professionals employed in corporate organizations and self-employed business personnel. We provide fee-based advisory services across asset classes. Our focus is to take away complete management of an individual’s finances such that they can focus on their core competency of revenue generation. We align the current savings to meet the future financial goals in a tax-efficient manner. Our actions originate from our belief system as follows – 1. The very reason for our engagement is to constantly deliver VALUE to our customers such that they are at peace with their finances 2. Any advice will be such that we would want for ourselves if we had been in the clients’ situation. 3. Being transparent in all our actions builds the foundation for long-term engagement and win-win for both clients as well as us. We believe in working with a limited number of clients and providing them with 360-degree advisory on their complete finances. We do not believe in revenue targets, building stronger relationships is the key. |
Your Personal CFO
Governed by SEBI | Powered by DYOTA
“A former athlete who understands the importance of Determination & Discipline:
Deeraj Shetty is a go-getter. Winning a scholarship at the tender age of 15 and moving to the United States at a young age has taught him to be responsible & self-sufficient.
Always an over achiever, Deeraj completed his Bachelor of Science at The Florida State University with a Double Major in Finance & International Business in 4 years (with a minor in Economics) and received 6 promotions in 4.5 years, working at Mindteck Inc., where he ended his stint as Regional Manager – Middle East at the age of 27.
With an MBA from S.P. Jain (Singapore & Dubai) and 2 internships with CitiBank NRI Wealth and U.B.S (United Bank of Switzerland), Deeraj gained tremendous experience managing Investments, Real Estate & Taxes for NRI’s in Singapore, Australia & Dubai.
As an NRI having spent 29 years living and working in Bahrain, Dubai, Florida, Houston & Singapore, he has learned and understood cross-border cultures & nuances.
With opportunities as an NRI Wealth Manager in Singapore, Deeraj believed the system did not allow him to build honest relationships; finally deciding to get out of his comfort zone to become the face for Fiduciary Personal Finance in India.
Hence the birth of India’s few SEBI Registered Investment Advisors –
Boutique Investment & Retirement Advisory focused on Wealth Protection & Wealth Creation Solutions with an emphasis on Tax Efficiency & Risk Management.
Our Goal is to deliver life’s greatest luxury – FREEDOM & PEACE OF MIND!
| Dipen D. Doshi, Founder & Proprietor of Focus Investing has an MBA in Finance from University of San Francisco. He began his career by opening an export division for his family business of trading in Imitation/Fashion Jewelry. During this successful stint, his products sold under designer labels in major US fashion stores like Bloomingdales, Neiman Marcus, Henri Bendel, Macy’s, etc. Doshi has also worked in Solar Energy Financial Solutions & Organic Fertilizers businesses. But, his real passion has always been equity investing. He invested in equity after detailed fundamental & financial analysis of the select scripts. He began the process by doing Executive level Equity Research course at the acclaimed BSE Institute Ltd. recollecting everything he had learnt during his MBA program. He read books on great value investors like Warren Buffet, Benjamin Graham & Peter Lynch which widen his horizons & thought process. Since December 2013, he has consistently logged in more returns than markets & mutual funds every year till date. He has never lost a single penny in the stock market by adopting a long term, conservative and rigorous investment philosophy & principles.
Focus Investing is engaged in depth investment planning for clients. They make clients invest in high quality asset classes like direct equity, mutual funds & other fixed income products based on their respective risk profiles. |
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.
Manikaran Singal is the founder and Chief financial planner at Good Moneying Financial Solutions. He is a CERTIFIED FINANCIAL PLANNER, Chartered Trust and Estate Planner and a SEBI registered Investment adviser (Regd no. INA 100001620).
He is the Author of a Personal Finance Book – “The Art of Being Good with Money” Published by CNBC TV 18, a leading media House in India
He’s having more than 17 years of experience in financial services space.
He under the banner of Good Moneying provides Comprehensive financial planning and Investment advisory services to Salaried, Professionals, NRIs and Retired. His clients are spread across globe.
Besides regular blogging on this website, Manikaran also contributes and features in leading media publications like Business Standard, Money control, Dainik Bhaskar, Dalal Times, The Tribune, Zee Business etc.
Manikaran is among the very few Financial Planner in India who are Registered as Investment Adviser with SEBI and follows the compliance to the Core of the Regulations.
He is an formerly the General Secretary and one of the founder members of “The Financial Planners’ Guild, India” (FPGI), a not for profit and the only association in India of SEBI registered investment advisers.
He keeps taking various financial literacy initiatives and regularly organize workshop on financial planning for general public and corporate employees.
He is regularly invited to speak at various investor awareness programs organized by Mutual fund houses. He has also conducted training sessions in collaboration with F1FX, FPA (Financial Planning Academy), NISM for Banks and Insurance companies’ employees.
Earlier to this, Manikaran used to with ICICI Bank and used to look after the Branch banking and Investment advisory. He worked there from 2003-2006.
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:
Lotusdew is a small and microcap specialist that uses global macro for portfolio construction and risk management.
Experience
- With over 25 years of experience in personal investing, Mr. Gundecha has honed his skills and gained valuable insights into finance. Before June 2023, he held prominent positions in the corporate sector, leading corporate finance functions. This experience gave him a deep understanding of corporate finance, financial planning, and strategic decision-making.
Academics
- His academic achievements include being a Chartered Financial Analyst (CFA), a Chartered Accountant (Rank Holder), CERTIFIED FINANCIAL PLANNERCM, and a Cost Accountant.
PRACTICE AREAS:
Comprehensive Financial Planning, Investment Advisory across all financial products, Investor Education
Our financial situation is so complex, that it is impossible to unravel and change it!
We are living in times where the global financial crisis, high levels of unemployment, the rising cost of living, and low levels of financial literacy are collectively contributing towards making people financially vulnerable. Also, financial products in the market are becoming increasingly complex to understand.
So,
Do you want to improve your personal finances and, by doing so, improve your quality of life?
Do you want to achieve your financial goals?
Do you want to manage better in difficult financial times?
If your answers to most of the above questions are yes, then let’s interact. Hi, I am Sonesh Dedhia. Through my experience, I have found that, though clients want to improve their financial life, their want remains a want. The multitude of sales of different financial products makes them confused and because of a lack of proper direction, they not only lose their money but also trust. Hence, I realized it was more about a fiduciary duty to put my clients’ interests first, even at my own expense & give the right financial advice needed to make informed choices about budgeting, savings and investment products available, have appropriate risk management, preparing for the rainy day or being prepared for the retirement.
My mission is to establish a Global Financial Advisory Company that helps & supports the people who seek change in their financial status with unbiased advice.
Lastly, understanding & managing finances are incredibly exciting- a fair knowledge of finance, enjoying research on the same, time to monitor, evaluate and make periodic changes guidance in your portfolio and a little professional approach can help you in long run to nurture your wealth.
I love making new professional acquaintances. Reach out if you want to talk about finance at sonesh.dedhia@manekfinancial.com
Expertise: Financial Planning & Investment management
MyGuide2Wealth is your dedicated partner on the path to financial empowerment. We are accredited as SEBI Registered Investment Advisor and Certified Financial Planner who are here to guide you towards your financial aspirations. Our seasoned team of professionals brings a wealth of experience in investment strategies, equity research, and financial planning.
As NISM Equity Research Analyst and Equity Derivative Specialist, we leverage our comprehensive market insights to craft individualized strategies that cater to your unique financial goals.
Founder : Robins Joseph/Ashish Paius
Robins Joseph – Principal Consultant:Has been part of the Equity bull run from 2006 onwards . He has worked in leading private sector companies in his 21 years of corporate life.
- SEBI Registered Investment Advisor (RIA)
- Certified Financial Planner (CFP) ,Financial Planning Standards Board
- NISM certified Research and Equity Derivatives Analyst
- MBA from SP Jain Global and Masters in Economics
Ashish Seline Paius -Strategic Consultant :Has been into business consultancy and advisory since 2009 with diverse interest in start up investing and management consulting.
- MBA from University of Guelph, Toronto
- MA ( Corporate Psychology) – University of Cambridge
Principal Officer: Jigar Patel, CFA (USA), MBA-Finance (USA), CPA (USA), CA (India)
Neuron Wealth Advisors LLP is a SEBI Registered Investment Adviser (RIA) with registration number INA000016481. We use our expert knowledge and experience in income tax, investments, wealth management, insurance, estate planning, interpreting domestic and international financial markets, local and global compliance requirement and provide holistic advice to better manage our clients’ wealth for multiple generations.
As a trusted adviser of the family, we work as a family CFO and provide multi-family office services. We provide the truthful, complete and accurate information transparently and enable our clients to make quality informed decisions to achieve their financial and wealth goals. We provide one stop shop for all of their financial needs so our clients work with only 1 trusted advisor instead of multiple advisors for protecting, creating, accumulating, preserving, utilizing, distributing, enjoying and sustaining wealth for multiple generations with a sense of leading a peaceful and satisfying life. We simplify their financial life.
New pune office address – NS Wealth Solution Pvt Ltd.
Office no-601;6th Floor, Olympia Building Mumbai Bangalore Highway Baner, Pune; near Supreme HQ, Maharashtra 411045, India
+91 20 2970 1664
Plan Ahead Wealth Advisors has expertise of 15+ years in simplifying finances and enriching lives.
We add time to the lives of busy and successful professionals and senior management executives across the globe, by helping them have a panoramic view of their finances.
By providing a personalized and unbiased analysis of their finances, resources and life goals, we empower client families and guide them so that they have the time and freedom to do the things they would truly like to do.
Shri Prakash Praharaj has a passion for excellence. He has been awarded two gold medals for securing top positions both in Graduation and Post Graduation in Commerce. He is an MBA with a specialization in Finance and marketing. He has been awarded a Diploma in Treasury, Investment, and Risk Management besides CAIIB from the Indian Institute of Bankers. He is a SEBI Registered Investment Adviser bearing Regn no INA 000000045 since 2nd August 2013. Shri Praharaj started his career with the Reserve Bank of India and then joined United India Insurance Co as an Asst Admin Officer. After three years, he joined the State Bank of India as a Probationary Officer in the year 1983 and got wide exposures in various areas of retail banking and Treasury operations for 22 years with his last assignment in the Treasury Department at the Corporate center. He then joined the Life Insurance Industry in the year 2006 as Chief Risk Officer of SBI Life Insurance Co Ltd. With the all-around experience in all major financial services, i.e., Banking, General Insurance, Investments, and Life Insurance, he decided to make available his expertise by providing independent advice. The promoter is committed to spreading financial literacy. He has taught MBA students Financial Planning at ITM Vashi, Security Analysis & Portfolio Management at IIBM, Sanpada, and Navi Mumbai, and worked as a professor in Finance (Adjunct) at IBSAR, CBD Belapur. His views and articles have been published in Financial Express, Economic Times, Mint Money, Business Standard, and ET Wealth. His book “Your Everyday Guide to Personal Finance and Insurance” has been published by CNBC TV 18 in 2015.His 2nd book “Your everyday guide to Behavioural Finance” co authored with DR Nirakar Pradhan,CFA has been published in 2022.
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.
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.
Rinshad P.P. – Founder & CEO, Dreamiens Wealth Management Pvt. Ltd.
Welcome to Dreamiens Wealth Management Pvt. Ltd., where financial dreams become reality. I’m Rinshad P.P., a Chartered Accountant, SEBI Certified Investment Advisor, and Wealth Management Financial Planner certified by the Institute of Chartered Accountants of India (ICAI). With a passion for empowering individuals to achieve financial freedom, I founded Dreamiens Wealth Management Pvt. Ltd. in 2018.
At Dreamiens, we are committed to providing personalized financial planning services at no cost, tailored to each client’s unique needs and aspirations. Our mission is simple yet profound: to guide our clients towards financial success and peace of mind, one step at a time. Unlike conventional advisors, we believe in co-creating financial plans with our clients, ensuring alignment with their goals and values.
Our Vision:
At Dreamiens, our vision is to elevate the standard of living for every individual by optimizing their financial resources efficiently.
Our Mission:
We strive to witness each of our clients reaching their financial milestones through our expert advice, accompanying them on their journey towards fulfillment and achievement.
Our Commitment:
Beyond managing wealth, our greatest aspiration is to foster a financially literate society. Through educational initiatives such as YouTube videos and blogs, we aim to empower individuals with the knowledge and tools they need to make informed financial decisions.
Let Dreamiens Wealth Management Pvt. Ltd. be your trusted partner on your financial journey. Contact us today to start building your path to financial freedom!
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.
I am a fee only SEBI Registered Investment Adviser. I help people achieve financial well being in a structured manner.
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.
Succinct FinTech Services Pvt Ltd is a SEBI Registered Investment Adviser, providing Fee-Only Financial Planning and Advisory services in India since July 2011. The company charges fees solely for its professional advice, preparation of financial plans, recommendations on investments, and income tax advisory. Of course, with fee-only, there is no other financial driver who rides on the advisor, clearing all doubts and bringing more trust to the clients.
For over a decade, Succinct has been serving clients globally with a focus on quality over quantity. Succinct strives for the prosperity of clients by offering personalised financial advice and services.
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.
We work from our registered office in Panchkula(Haryana) and handle clients across India, in places like Ambala, Chandigarh, Mohali, Delhi, Noida, Mumbai, Pune, Bangalore (Bengaluru), Kolkata, Jammu, & even from many smaller towns & cities like Baddi(HP), Lalru(PB), Mandi Gobingarh(PB), Mullana(HR) etc.
We work with NRIs too from places like Saudi Arabia United States, Malaysia, Kuwait, South Africa, Omam etc. We use extensively technology to help us service our clients, during our planning interactions and beyond. With technology, we are able to give our clients an immersive experience, as they would have in a face to face interaction.
I am Vinayak Savanur, Founder & CIO at Sukhanidhi Investment Advisors and a guest columnist at moneycontrol.com. I am an MBA (Finance) graduate, a Qualified Certified Financial Planner (CFP), and a SEBI-registered investment advisor (RIA-INA200015246). I have nearly a decade of experience in the stock markets and has been a holistic financial planner. My love for numbers and passion for stock markets bought me into this profession.
I am very passionate about personal finance and also write for various media publications like Money Control, CAClubinida, and many more on topics related to finance affecting our day-to-day life.
I am associated with Financial Markets and have extensive expertise in Comprehensive Financial Planning, Equity Research, Investment Advisory, Mutual Fund research, Life Insurance need analysis, Taxation on Investments, Retirement Planning, Research on investments, and other fields related to finance.
CFP^CM -(Certified Financial Planner Professional) is the highest level of Certification worldwide in the field of Financial Planning.
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.
Service Overview
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.
Investing Philosophy
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.