Our Honest and Professional Advice Helps YOU make informed Financial Decisions.
I am a SEBI Registered Investment Advisor and a Fee-Only Financial Planner. I have the fiduciary responsibility of taking clients best interests above all anything else.. I provide unbiased, conflict free Personal Financial Planning, Investment Advisory and Wealth Management services to individuals and families. By keeping your best interest as our focal point, we provide you the systematic, disciplined process to planning your finances and help you make informed financial decisions.
We aim to achieve to sustainable absolute returns for your investments decisions by giving you unbiased opinion on various choices available. To realise these objectives, we run fee only financial advisory for our 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.
Further, we offer a completely transparent and secure relationship. We operate on a flat fee for service basis where clients’ interests come first.
Profitable investing is the key to converting savings into wealth. For this, you require 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.
I have been associated with investing in financial markets for last 11 years, investing my family as well as my own. I 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 am an Engineering graduate & have a PGDBM in Finance from MDI (Management Development Institute, Gurgaon). I am a CFP practitioner & earned my certification in Nov 2019.
I have a wide range of work experience both in engineering and management in my 16 years of corporate life.
I am passionate about personal finance & have strong desire to transform people lives by helping them make better financial decisions. I firmly believe client should be the focal point of personal financial advisory.
You can have discussion with me either in English, Hindi or Tamil. Kannada is also Okay for me if you can excuse my grammar.
Registered Investment Adviser' With SEBI
(Registration Number: INA200013503)
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