Services
Financial Planning
Develop a customised financial plan suited to your requirements and risk profile.
Portfolio Review
Evaluate your existing portfolio investments with respect to your risk profile and its performance against the benchmark.
About Me
A passionate Financial Planner, my journey into the personal finance space started with my choice of taking Finance as a specialisation during my Post Graduation in Business Management. Very early into my career working in a leading financial institution convinced me that I will be able to better serve my clients by standing on their side rather than the institution. This lead me to pursuing an international certification in Financial Planning offered by FPSB and starting off as an individual financial planner in 2006. I am also registered with SEBI as an "Investment Adviser" (Reg No: INA200012203).
I am also very passionate about teaching/training and have been associated with various leading financial institutions as a corporate trainer in the space of personal finance and wealth management.
Testimonials
“Pramod prepared Financial Plan for me in 2006, I had given him so many requirements like my kid's studies, home loan amortization, and have enough money to start a company. I followed the same plan and I could achieve all the goals exactly at the same time he predicted. I really appreciate his ability to understand the customer requirement and making a razor-sharp plan. Thanks, Pramod”
Dhanaseelan Thangavel | CTO at EIM Solutions India Pvt Ltd.
FAQ
What is Financial Planning?
Financial Planning is a process of understanding your financial situation, defining your financial goals, understanding your risk profile and identifying appropriate strategies to achieve the goals. This includes aspects of Insurance Planning (risk management), Retirement Planning and Investment Planning.
What service does "Investment Advice" include?
This is standalone advice provided based on the risk profile and investment goals. The products being advised would be matched to your risk profile and goal suitability.
What service does "Portfolio Review" include?
This service includes evaluating an existing investment portfolio and highlighting investments that are not aligned with your risk profile and goal. Existing investments would also be evaluated with respect to their benchmarks and a remedial course of action would be suggested, if required.
Is the service chargeable?
Yes, the services are chargeable. I am a fee-only based advisor. You may contact me for the details of the fees.
I do not receive any commission or compensation of any kind from the product sellers/manufacturers.