We are Passionate about Financial Planning and Financial Literacy. We help individuals and families to focus on their profession, business, family and passions while we safeguard and grow their wealth. We strongly beleive human beings are not spread sheets. They have emotions, biases and feelings. Hence, our financial planning advise takes these into consideration while giving any financial planning advise. Also, being a SEBI Registered Investment Adviser, we are compensated by our clients only through fees ( we do not earn any brokerages/commissions) and hence we are solely dependent on our clients financial well being.
Practice at a glance
23
Years of Experience
250
Families Served
₹1,000
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees
Language Spoken:Hindi, Kannada, English
Qualification Completed
CFP – Certified Financial Planner
MBA (Finance / Investments)
Licenses Held
SEBI Registered Investment Adviser
INA000019211
Education
Formal Education
BE – Bachelor of Engineering, MBA – Master of Business Administration, Post Graduate Degree (Any Field)