Amigos Finserv
Online
Online
'Fee-only' SEBI Registered Investment Advisor (RIA) and Certified Financial Planner (CFP) providing personal Financial Planning, Investment Advisory & Wealth Management to clients across India and abroad. SEBI RIAs are bound by a fiduciary duty.
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What do you love most about your job?
The empowerment and control that the client experiences on their finances. As per their feedback, it is the positive transformation in their financial and personal lives.
What inspired you to start your own business?
Throughout my 20+ years career as a financial advisor, I discovered my passion for interacting with people, listening to their issues and doing my best to provide them with expert advice. Each new client involved different issues, but all of them represented opportunities for me to grow and develop in the role. Being challenged every day is one of my favorite parts about the job, and it helped me improve throughout my career.
Despite my rich experience in this role, I understand that this is a type of job where learning never ends and I must always try to improve my skills and expertise based on client demands and industry standards. I plan on using the experience I accumulated so far, and I am fully confident that I can add to my knowledge base every day. My biggest motivation is knowing that each client trusts me with their financial future and their family's well-being. It is a responsibility I cherish and that will keep me motivated over the long term.
Why should our clients choose you?
I do not represent, hold any affiliation, or are linked to any financial institutions like banks, insurance companies, asset management companies, NBFCs, etc. for any kind of selling or marketing of their financial products. I do not receive any remuneration, brokerage, incentives, commissions, or any consideration of such types from any financial product providers on the advised financial products/transactions that may result from the implementation of suggested financial plan, investment advisory & management services.
This puts me in a unique position to provide completely independent, unbiased and conflict free financial advice to the clients.
Can you provide your services online or remotely? If so, please add details.
Yes. I can take the entire process completely online through video calls, phone calls, emails, etc. starting from initial no-obligation meeting and introductory email. Subsequently with the client's consent next steps follow like sign-up, data collection, multiple discussions during financial plan/ portfolio construction till finalization. This is followed by implementation of suggestions, monitoring, ongoing advice, etc.
Financial Planning
Personal Financial Planning is about meeting personal Financial Goals, whether it's any short-term financial needs, planning for Retirement, Child's college education & Marriage, Buying a new house or any other goals. It all depends on your income, expenses, living requirements and individual goals and desires and coming up with a plan to fulfill those needs within your financial constraints.
Every client has a different personal and financial situations, and so are their needs. We customize portfolios based on the client's specific needs to ensure that the client has the proper financial instruments and strategies working for them. We only accommodate selective clients who understand and subscribe to our investment philosophy.
Investment Advisory & Wealth Management
Investment advisory is about giving clients advise based on his/her risk profile and investment horizon. This would include Strategic and Tactical Asset Allocation to construct an optimized portfolio. Ongoing recommendations includes Portfolio tracking, Monitoring, Reports and Re-balancing suggestions as required.
We research the whole of the market, develop different suitable portfolio strategies like BUY and HOLD, Diversification, Rupee Cost Averaging, Income/Growth, etc. and advise the most appropriate zero commission/low cost product/scheme combinations. The range can include various investment solutions through regulated instruments only.
