Mumbai , Navi Mumbai and Pune

Mumbai , Navi Mumbai & Pune

Explore the members of FPG India, a collective of SEBI Regt Financial Planners.
From strategic wealth management to personalized financial guidance, we're committed to your financial well-being and success.

Suresh Sadagopan

Managing Director & Principal Officer at Ladder7 Wealth Planners Private Limited

Location : Mumbai

Phone : +91- 9820025941
Email : ladder7@gmail.com

Suresh Sadagopan

Managing Director & Principal Officer at Ladder7 Wealth Planners Private Limited

Suresh Sadagopan, Managing Director & Principal Officer at Ladder7 Wealth Planners Private Limited, a SEBI registered, Investment Advisory Company (RIA) with two decades of experience in Financial planning & Advisory space. Suresh is an MMS, Certified Financial Planner ( CFPCM ), Chartered Trust and Estate Planner ( CTEPTM ), Registered Life Planner (RLP). Through his articles, blogs, appearances on TV & at public forums, he educates on personal finances, achieving financial freedom, and creating wealth. He is recognized as one of the top 101 Influential BFSI leaders at the World BSFI Congress Awards in both 2020 and 2023.

Phone: +91-9820025941
Email:ladder7@gmail.com

Kiran Telang

Managing Director - Kirantelang

Location : Mumbai

Phone : +91-9821543385
Email : connect@kirantelang.com

Kiran Telang

Managing Director - Kirantelang

I am a Certified Financial PlannerCM and SEBI Registered Investment Adviser. With an experience of over twenty years in banking and personal finance I am committed to empowering individuals in their financial journeys. Understanding that “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver” & “Money has no emotions but is the most potent trigger for emotions”, I strive to foster a warm, supportive environment where clients can navigate their dreams, passions, and responsibilities with confidence. Through my contributions to various media outlets and television shows and my two authored books 'Mindful Retirement' and 'Moneywise-Perspectives for Women', I advocate passionately for financial literacy, believing it to be the cornerstone of financial well-being.

Phone: +91-9821543385
Email:connect@kirantelang.com

Steven Fernandes

Author & Owner at Proficient Financial Planners

Location : Mumbai

Phone : +91-9821465874
Email : stevenfernandes32@gmail.com

Steven Fernandes

Author & Owner at Proficient Financial Planners

Steven Fernandes is a SEBI Registered Investment advisor and a Certified Financial Planner. He has nearly 20 years of experience in the area of Personal Financial Advisory. He is also the author of the CNBC published book " There is always a Financial Solution". He specialises in Financial planning, Retirement planning and Wealth Management.

Phone:+91-9821465874
Email:stevenfernandes32@gmail.com

Yogin Sabnis

Co-Promoter and Managing Director of VSK Financial Consultancy Services Pvt. Ltd.

Location : Mumbai

Phone : +91-9820826065
Email : ymsabnis@vskindia.com

Yogin Sabnis

Co-Promoter and Managing Director of VSK Financial Consultancy Services Pvt. Ltd.

With over three decades of experience in the investment advisory realm, I, Yogin Sabnis, serve as the Co-Promoter and Managing Director of VSK Financial Consultancy Services Pvt. Ltd. As a Certified Financial Planner CM and a proud member of the Financial Planning Standards Board, India, I have been at the forefront of financial planning in our nation since its early days. At VSK, we pride ourselves on offering bespoke financial solutions tailored specifically to the IT professionals. I have worked extensively and I understand the unique needs and circumstances of the individuals working in the dynamic world of Information Technology. Our team of skilled financial planners, all certified through the CFP program, brings a combined experience of 3-10 years, with backgrounds spanning from stock broking to industry research. We are a SEBI registered investment advisor and bring together the experience, expertise and efficiency which will help you grow your wealth and meet your financial goals.

Phone: +91-9820826065
Email:ymsabnis@vskindia.com

Shalini Dhawan

Co-Founder - Plan Ahead Wealth Advisors

Location : Mumbai

Phone : +91-9892112336
Email : shalini.dhawan@planahead.in

Shalini Dhawan

Co-Founder - Plan Ahead Wealth Advisors

Shalini Dhawan is a Financial Life Planner, associated with the Kinder Institute of Life Planning, USA. She has keen interest in financial planning and personal finance. She holds a certification from the 10000 Women Entrepreneurship Program run by Goldman Sachs. Her contributions are featured in leading dailies such as The Times of India, The Mint, and on television and personal finance websites like MoneyControl, NDTV Profit and Bloomberg Quint. Prior to co-founding Plan Ahead, Shalini was part of the Markets & Knowledge Management team at Ernst & Young. She has extensive experience in financial analysis and business planning with Kodak India and has also worked as a debt dealer. She is the Co-Founder of Plan Ahead Wealth Advisors an award winning, SEBI Registered, Investment Advisor company.

Phone: +91-9892112336
Email:shalini.dhawan@planahead.in

Rohit Shah

Founder at GYR Financial Planners Private Limited

Location : Mumbai

Phone : +91-9820329758
Email : rohit@gettingyourich.com

Rohit Shah

Founder at GYR Financial Planners Private Limited

We are an enthusiastic financial planning firm that puts our customers at the center of everything we do. Since 2012, we have been dedicated to assisting Indian families residing in both India and abroad. Our team consists of highly qualified and talented personal finance experts who are passionate about providing the utmost quality service to our clients. Our ultimate objective is to empower you to live the life of your dreams by creating a stable and prosperous future for you and your loved ones. More details at www.gyrfinancialplanners.com

Phone:+91-9820329758
Email:rohit@gettingyourich.com

Tarun Suresh Birani

Founder and CEO of TBNG Capital Advisors

Location : Mumbai

Phone : +91-9820243320
Email : tarun@tbng.co.in

Tarun Suresh Birani

Founder and CEO of TBNG Capital Advisors

Tarun Birani is a Founder and CEO of TBNG Capital Advisors with 20-year Experience as SEBI-Registered Investment advisory firm with an independent and transparent approach aiming to provide excellent unbiased Wealth management services.

Phone: +91-9820243320
Email:tarun@tbng.co.in

Vivek Pradeep Rege

Founder & CEO V R Wealth Advisors Pvt Ltd

Location : Mumbai

Phone : +91-9820768077
Email : vivekrege@vrwealthadvisors.com

Vivek Pradeep Rege

Founder & CEO V R Wealth Advisors Pvt Ltd

Vivek Pradeep Rege is a certified financial advisor registered with the Securities and Exchange Board of India (SEBI), serving as the Founder & CEO of V R Wealth Advisors Pvt Ltd, headquartered in Mumbai. With a wealth of experience in financial services, Rege specializes in providing personalized financial planning and investment management solutions to clients. Through V R Wealth Advisors, he offers a comprehensive range of services tailored to meet the unique needs and goals of individuals and businesses. Rege's expertise encompasses diverse areas such as wealth accumulation, retirement planning, risk management, and tax optimization. His dedication to client satisfaction and commitment to ethical standards ensures that clients receive trusted guidance and strategic advice to navigate the intricacies of the financial landscape effectively.

Phone: +91-9820768077
Email:vivekrege@vrwealthadvisors.com

Harsh Vardhan Roongta

Founder - Fee Only Investment Advisers LLP

Location : Mumbai

Phone : +91 22 40022888
Email : harsh@harshroongta.com

Harsh Vardhan Roongta

Founder - Fee Only Investment Advisers LLP

Have been involved in starting businesses from scratch for ICICI as well as an entrepreneur. I simply love the constructive chaos of a start up and am good at putting teams together and managing talented individuals to work towards a common goal. I am a financial coach who helps you improve your relationship with money. I run Fee Only Investment Adviser LLP which is a SEBI registered Investment Adviser. Specialities: Financial behaviour coaching, personal income tax & Investment management , cross border tax and investment consultancy

Phone:+91 22 40022888
Email:harsh@harshroongta.com

Bedanta Sahoo

Co-Founder at FinIntent Investment Adviser

Location : Mumbai

Phone : +91-9833152414
Email : bedanta@finintent.com

Bedanta Sahoo

Co-Founder at FinIntent Investment Adviser

Bedanta Sahoo is the Co-Founder of FinIntent Investment Adviser, headquartered in Mumbai. With a passion for finance and a commitment to client success, Sahoo plays a pivotal role in guiding individuals and businesses towards their financial goals. As a seasoned investment adviser, he brings extensive expertise in wealth management, asset allocation, and financial planning to the table. Sahoo's approach is marked by personalized attention to each client's unique needs and circumstances, ensuring tailored solutions that optimize returns and mitigate risks. His dedication to transparency, integrity, and regulatory compliance underscores FinIntent's reputation as a trusted partner in financial prosperity. Through strategic guidance and meticulous attention to detail, Sahoo empowers clients to make informed decisions and secure their financial future.

Phone: +91-9833152414
Email:Bedanta@finintent.com

Nitin Sawant

MD & Chief Financial Planner at CEO at NS Wealth Solution pvt ltd.

Location : Sangli and Pune

Phone : +91-9145354545
Email : nitin.sawant@nswealth.in

Nitin Sawant

MD & Chief Financial Planner at CEO at NS Wealth Solution pvt ltd.

Nitin Sawant, Managing Director & Principal Officer at NS Wealth Private Limited, a SEBI registered, Investment Advisory Company (RIA) with two decades of experience in Financial planning & Advisory space. Nitin is an MBA, Certified Financial Planner ( CFPCM ), Chartered Trust and Estate Planner ( CTEPTM ), Registered Life Planner (RLP). Through investors awarness program, he educates on personal finances, achieving financial freedom, and creating wealth; with vision to transform the financial life of world 5 cr families by doing financial planning and investment advisory by 2047.

Phone: +91-9145354545
Email: nitin.sawant@nswealth.in

Saurabh Mittal, CFA

Founding Director Circle Wealth Advisors Pvt Ltd

Location : Mumbai

Phone : +91-9967067652
Email : saurabh@cwa.co.in

Saurabh Mittal, CFA

Founding Director Circle Wealth Advisors Pvt Ltd

Saurabh Mittal is the Founding Director, providing financial planning and wealth management services to its niche client base. Saurabh features daily on Radio One 94.3 FM and shares his insights about personal finance on the very popular show - Good Morning Mumbai with RJ Hrishi K since April of 2012. A Commerce Graduate, CFP and CFA charter holder, Saurabh has more than a decade`s experience in financial markets. He oversees the research, investment management, and compliance functions of Circle Wealth Advisors. Cash flow management is his forte and he advises Circle's business clients on prudently managing their cash flow and investments.

Phone: +91-9967067652
Email:saurabh@cwa.co.in