Our Honest and Professional Advice Helps YOU make informed Financial Decisions
I am a SEBI Registered Investment Advisor & Fee-Only Financial Planner. Also, I practice financial planning as CFP certificant. I founded FinIntellect to provide personal financial advisory services keeping two rules in mind.
First rule: Don't advise anything that I don't want to do myself with my money
Second rule: To tell you the truth for taking informed financial decisions
There is a 'YOU' at the heart of what I do. In fact, I have the fiduciary responsibility of taking your best interests above all anything else.
I provide unbiased, conflict free Personal Financial and Investment Advisory to individuals and families. By keeping your best interests as the focal point, the advisory gives you the road map to achieve your aspirations and life goals in a systematic and disciplined way.
As a result I offer fee only service that reiterates my commitment towards transparent and secure relationship with my clients. Besides I operate on a flat fee model for ongoing investment advisory that puts me and my clients on the same page.
I am an Engineering graduate & have a PGDBM in Finance from MDI (Management Development Institute, Gurgaon). I am also a CFP practitioner.
I have a wide range of work experience both in engineering and management in my 16 years of corporate life.
I quit my PSU job and founded FinIntellect in June 2019, having realised that there is a lot of value to be created for individuals & families by providing unbiased financial and investment advisory services.
I firmly believe that one should have hands on experience in investing before advising on client’s money. I have been associated with investing in financial markets for last 12 years, investing my family as well as my own. I adopt fundamentals approach in my investing & stick to the same strategy for my investment advisory.
Managing money is more to do with managing one’s emotions. Psychology plays a crucial role in the success of investing in stock market.
It is a great learning for me and I have done reasonably well in managing my financial affairs. I regard that the experience gained over the years gives me the right platform to managing client’s money.
You can have discussion with me either in English, Hindi or Tamil. Kannada is also Okay for me if you can excuse my grammar.
I aim to achieve to sustainable absolute returns for your investments decisions by giving you unbiased opinion on various choices available. To realise these objectives, I run fee only financial advisory for clients through direct plan of mutual funds.
We define risk / return trade-off is the "ability-to-sleep-well-at-night" test. We design investment strategy appropriate for client’s needs & circumstances taking in to account of market & economic conditions. We help you achieve the fine balance between risk & return by achieving highest possible returns with lowest possible risk. We use diversification for managing your investment risk. We mix a variety of asset classes, equity, debt, gold, etc, in your portfolio to smoothen returns and reduce the overall risk that you carry. We counsel clients to understand why their investments are structured the way they are and the potential risks-rewards of the investment plan.
Fee only financial Planner & SEBI RIA India
Profitable investing is the key to converting savings into wealth. For this, one requires a financial plan, an understanding of various investment products and timely action. Our systematic well thought out investment solutions help you strike the balance between risk and return of investments for decent absolute returns.
Our investment solutions are supported by principles of value investing. Business valuation is the core of our investment process. Buying investments in the downturn provide the necessary safety to investments. For us, investing is a mixture of art, craft and science in that order. Investing requires 3 key factors, knowledge, time and psychology.
One needs to have requisite knowledge on investment products, economic trends, market trends, participants’ mood, emerging themes, and so on. Also, we customize advice by keeping the client financial situation, risk profile, objectives, and market conditions.Our investment advice is supported by a disciplined and systematic investment process.
Long term perspective
We believe that we need to give market the sufficient time to close the gap between current market valuation and the fair value of the underlying investments. Keeping this in mind, we advise our clients to have long term perspectives to allow investments grow.
We help you see the clear picture with an objective mindset. The disciplined investment process removes all financial media noise and provides you objective, rational, long term oriented investment advice.
SEBI RIA & Fee only Financial Advisor India
J SATHEESH KANNAN
Registered Investment Adviser' With SEBI
(Registration Number: INA200013503)
Registration Type - Individual
Address- # 80/1 1st Main Road, B Channasandra, BANGALORE, KARNATAKA, 560016
SEBI Registered mail - email@example.com
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