We serve the financial planning needs of both individuals & businesses by working independently for you rather than representing anyone else.
The India Desk provides Indian rupee financial planning.
Since 2008 we have delivered financial solutions to clients worldwide which includes appropriate property, planning and protection strategies.
Our bespoke service is tailored to your needs.
Being fee-based means we offer the widest range of plans, products & services, ensuring we deliver the best possible solution. Should we receive payment for any transaction we arrange, we will offset this against any chargeable fees.
As a result, our comprehensive approach allows us to prioritise our client's interests with unbiased analysis.
Understanding and meeting the needs of our clients is of the utmost importance and drives the work we do.
We will advise and offer solutions after we have assessed your needs and understood your objectives.
If the recommendations we make requires any chargeable work, we will inform you of this first before you/we decide to proceed any further.
- Director
Chartered Institute of Bankers 1995, Financial Planning Certificate, Chartered Insurance Institute 1997
- Collaborative Partner
Proprietor Sana Securities, SEBI Registered Investment Adviser
- Financial Strategist
Degree & Masters in Computer Science 1990, 92
- Insurance Adviser
Bachelor of commerce from Delhi University, Licentiate & Associate of Insurance from Insurance Institute of India
- Portfolio Manager & Compliance
Certified Financial Planner & SEBI Registered Investment Adviser
- Funds Adviser
Master of Business Administration & Applied Finance, Sydney University
- Chartered Accountant
Chartered Accountant, International taxation & business advisory, Bachelors in Accounting & Finance
Our Advisers in India are registered & authorised by the Insurance Regulatory and Development Authority of India (IRDA) & the Pension Fund Regulatory Development of India (PFRDA) & the Association of Mutual Funds India (AMFI).
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The India Desk • New Delhi • Mumbai • Goa • Bangalore • Kolkata 011-41-551805