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Harsh Roongta | Fee Only Investment Advisers LLP | MumbaiHarsh Roongta | Fee Only Investment Advisers LLP | Mumbai

Harsh Roongta

Fee Only Investment Advisers LLP•Mumbai
701,702, Madhava Building, E Block, BKC, Bandra East,
Mumbai, 400048
701,702, Madhava Building, E Block, BKC, Bandra East, Mumbai, 400048
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About

Harsh Roongta is a Chartered Accountant by qualification (1983). He started off his entrepreneurial journey by setting up a retail finance market place – initially with Apnaloan.com and then Apnapaisa.com which he successfully exited in 2014. Harsh founded and runs Fee Only Investment Advisers LLP an Investment advisory Firm. He is director and past chairperson of Association of Registered Investment Advisers formed for the promotion of investor interests by elevating the standards of the Investment advisory profession. He is on the governing council of Sahamati that evangelizes the adoption of the #AccountAggregator system across the entire ecosystem. He is also a member of the Alternative Investment Policy Advisory Committee (AIPAC) setup by SEBI. He is a well known personal finance expert with a fortnightly columns “Truth be told” in Business Standard. He is also the author of “The complete Home Loan Guide : Where to Go, Whom to ask, What to do”.

Practice at a glance

10
Years of Experience
50
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CA – Chartered Accountant

CFP – Certified Financial Planner

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Make a Will / Trust

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Harsh.

Retirement Readiness Check