Watch this video to know more >
SEBI Registered Investment Adviser
Individual IA Regn. No.: INA200011240
BSE Enlistment 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.
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. VP - DBOI Global Services Pvt. Ltd.
Manoj Govindan Warrier()
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. VP - DBOI Global Services Pvt. Ltd.
Manoj Govindan Warrier()
