This week on fee-only advisor journey, SEBI registered investment advisor Vikram Krishnamoorthy narrates his journey from MBA student to working as a financial advisor for the Canadian government to running an efficient and successful fee-only advisory service. Vikram is part of my list of fee-only advisors and Fee-only India (FOI): a movement to serve investors and advisors. I use…

This is a guest post by Brijesh Vappala a SEBI registered fee-only financial planner and member of fee-only India (FOI). This post marks his entry into my list of fee-only financial planners. I met Brijesh during the second FOI meet at Hyderabad last month. I requested Melvin Joseph, a familiar name to most readers to…

As readers may be aware, fee-only India (FOI) is an organisation to help investors with their money management and fee-only advisors with knowledge sharing and support in their journey. Our first meeting and launch were on Sep. 2017. Out second meeting was organised by Piyush Khatri (Shahasta Financial Consultants) and held at his office on 25th…

This week on fee-only advisor journey, we showcase Swapnil Kendhe’s successful transition from corporate executive to insurance and mutual fund salesman to a fee-only SEBI registered investment advisor (RIA). Swapnil is part of both fee-only India – an association of fee-only financial planners and the freefincal list of fee-only RIAs. As someone who has witnessed part…

For the last four years, freefincal and AIFW has helped connect hundreds of investors with financial advisors who do not receive any commissions – a matter of pride and achievement for me. Such financial advisors, are known as fee-only advisors and need to be registered with SEBI as Registered Investment Advisors (RIAs). When you work with…

SEBI registered investment advisor Shilpa Wagh shares her journey: from IT professional to a fee-only financial planner. Shilpa resides in Mumbai and is part of Fee-only India – movement to serve investors and advisors and the freefincal list of fee-only financial planners. It was Sukhvinder Sidhu (who was featured in the last advisor journey) who…

SEBI registered investment advisor Sukhvinder Sidhu shares his journey: from bank branch manager to following his passion and his struggle in establishing himself as a fee-only financial planner. Sukhvinder is a man of unwavering principles who strongly believe in unbiased, affordable and commission-free financial planning advice to families. In spite of his early difficulties and in…

Melvin Joseph one of India’s first SEBI registered Investment advisor with no direct or indirect ties with product commissions shares his journey: from struggling to find clients to becoming one of the most enterprising, successful, yet ethical and affordable fee-only financial planners in India and dare I say, the world. While I was trying to…

When I announced the launch of Fee-only India, a coming together of SEBI registered fee-only financial planners to help clients and each other, Alok Singh, made this interesting suggestion: “It’s a good initiative to bring fee-only FPs under one roof. Would it possible to come up with a post describing as to what factor/points one…

What is the objective behind creating a  financial plan? Who is it meant for?  Do young earners or DIY investors need the services of a fee-only financial planner to create a professional plan? In this guest post, Vikram Krishnamoorthy,  SEBI registered fee-only financial planner tackles these questions and discusses the real purpose of creating a financial plan…

Yesterday (Sep 24th) saw the birth of  Fee-only India, a coming-together of SEBI registered fee-only financial planners at Mumbai. Ashal Juahari, admin of Facebook group Asan Ideas of wealth and I spent the day listening to and discussing with the fee-only financial planners from my list. An organisation of financial planners who do not sell any…