FINPRUDENCE

I started my mutual fund investment in 2005 and got my MBA in 2014. My interest in personal finance ended up in clearing the NISM (National Institute of Securities Management) exams (XA & XB) and subsequently getting SEBI registered as investment adviser in June 2019 and since then I have been practising as a fee only advisor. I also have NISM Research Analyst certification. I became member of Fee only India (www.feeonlyindia.com) a group of flat fee advisors in 2021... I believe that financial planning is for everyone irrespective of the income earned and starting earlier is important in reaching financial goals. I have considered discounted fee for those having lower monthly income/net worth. Please refer Services and Fees page for details... Shibu Kunjappy is a SEBI registered Investment adviser reg. No. INA000013466 and founder of FINPRUDENCE (www.finprudence.com). The services include comprehensive financial planning which is mainly goal based and this could include retirement..

Registration numbers: INA000013466 (W)