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SEBI Registered Investment Adviser
Individual IA Regn. No.: INA200011240
BASL Membership No.: 1106
Validity of Registration – Perpetual
As there is no one-size-fits-all solution, customization is the key
We present you a detailed report after analysing your personal finance situation
We help you to optimally allocate resources conforming your risk profile
Periodic reviews to ensure that investments are aligned to long-term goals
Contingency Planning
Insurance Planning
Investment Planning
Tax Planning
Estate Planning
We are Certified Financial Planner (CFP) accredited by FPSB, US which is considered to be the epitome in Financial Planning profession.
We are SEBI Registered Investment Adviser (RIA Reg – INA200011240).
As of June 2020, there are only 1315 RIAs in India.
VP - DBOI Global Services Pvt. Ltd.
I have been associated with Narayan for more than 10 years. He has not only introduced me to Financial planning, but has helped set up my financial goals and has supported me in achieving them. He is knowledgeable about all financial products and eager to share his knowledge. He is constantly learning and adding new products and services to his portfolio. He is very trustworthy as he is constantly thinking from my perspective in order to ensure that the financial goals are met. He is quick in executing the agreed plans and diligent in ensuring that I stick to my plans as well. He has ensured that his team shares the same passion for service and supports him to provide the best service to his clients. He is a trusted confidante to whom I go for advice related to financial matters for my family as well. As he is growing and expanding his services, I wish him all the success.
In our years of experience in financial planning, we have established our processes and expertise
Finplifi Financial Planners and Consultants
House of Hiranandani, Glen Gate, C 406,
Devinagar, Bangalore - 560094
Landmark: Opp: Bharath Petroleum Bunk
INDIA
Email: support@finplifi.com
