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List of Fee-Only Financial Planners

FEE-ONLY

Compensated only with the fee clients pay directly, not earning commissions by any means. 

FLAT FEE

Charging a flat fee and not based on a % of Assets Under Management (AUM) or Net Worth.

INDEPENDENT

Not affiliated with any bank, mutual fund or insurance company to promote their products. 

LICENSED

Holding SEBI's 'Registered Investment Adviser' (RIA) licence and BASL membership.

Every Financial Planner listed below meets the high ethical standards of FOI. 
(The list is in alphabetical order)

Abhishek Kumar

Sahajmoney Financial Planning

(Hindi)

Ajay Pruthi

Plnr

(Hindi)

Akshay Nayak

Akshay Nayak

(Konkani, Kannada, Hindi)

Avinash Luthria

Fiduciaries Financial Planning

(Hindi)

Basavaraj Tonagatti

BasuNivesh Financial Planning

(Kannada, Hindi)

Brijesh Vappala

Bvare Financial Planners

(Malayalam, Hindi, Tamil)

Chandan Singh Padiyar

Padiyar's Financial Planning Solutions

(Hindi, Marathi, Kumaoni)

Gursimran Singh

Paramasa Wealth Advisory

(Hindi, Punjabi)

Melvin Joseph 

Finvin Financial Planners (*Stopped taking new clients from Mar 1, 2024)

(Tamil, Malayalam) 

Preeti Zende

ApanaDhan Financial Services

(Hindi, Marathi)

Priyadarshini Mulye

ARTHA FinPlan

(Hindi, Marathi)

S. R. Srinivasan

Srinivesh Advisors

(Tamil, Hindi, Kannada)

Salma Sony

SalmaSony

(Hindi)

Satheesh Kannan

FinIntellect

(Hindi, Tamil, Kannada)

Shashi Singh

Finmyn Financial Planning

(Hindi)

Shibu Kunjappy

Finprudence Financials

(Hindi, Malayalam)

Sridhar Nagarajan

Sridhar Nagarajan

(Hindi, Tamil)

Sriram Jayaraman

Arthagyan Financial Adviser

(Tamil, Hindi)

Sudheer Variar M

Prasidhi Financial Solutions

(Malayalam, Hindi)

Swapnil Kendhe

Vivektaru Financial Planning

(Hindi, Marathi)

Upasana Mondal

DreamBluePrintz Financial Planning

(Hindi, Bengali)

Venkateshwaran Subramanian

Begin Financial

(Tamil, Hindi, Marathi)

Vikram Krishnamoorthy

Insightful Financial Planning

(Tamil, Telugu)

Vivek S G

Wealth Crafts

(Kannada, Hindi)

In addition to English, the planners can also communicate in the languages mentioned under their name.

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