Our Members

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

Hemant Beniwal

Director, Ark Financial Planners

Location : Jaipur

Phone : +91-9829944400
Email : hemantbeniwal@gmail.com

Hemant Beniwal

Director, Ark Financial Planners

His comprehensive approach encompasses various aspects of financial management, including investment planning, risk management, retirement planning, tax optimization, and estate planning. Hemant's unwavering commitment to his clients' financial well-being sets a benchmark for excellence in the field, earning him trust and recognition as a trailblazer in Rajasthan's financial advisory sector.

Phone:+91-9829944400
Email:hemantbeniwal@gmail.com

Manikaran Singal

Chief Financial Planner and Founder Good Moneying

Location : Chandigarh

Phone : 0172-5003342 / 098880-42908
Email : info@goodmoneying.com

Manikaran Singal

Chief Financial Planner and Founder Good Moneying

Manikaran Singal, Managing Director and Principal Officer at Good Moneying Wealth Planners Pvt Ltd, a SEBI Registered Investment Advisory Company. Manikaran is MBA (Finance) Gold medalist, Certified Financial Planner and a Chartered Trust and Estate Planner. Having 20 years of experience in Financial Services space, He has Authored a book titled "The Art of being Good With Money." He is a stong believer that Your Money will Behave the Way you Treat it. Your Financial Life is the Results of your Financial habits. His Blog www.goodmoneying.com is among the popular and well respected blogs in Indian Personal Finance Industry.

Phone:+91-9888042908
Email:mksingal1@gmail.com

Kiran Telang

Managing Director - Kirantelang

Location : Mumbai

Phone : +91-9821543385
Email : kptelang@gmail.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:kptelang@gmail.com

Jitendra Solanki

Founder Director at Special Needs Estate Planners Pvt. Ltd

Location : Ghaziabad

Phone : +91-9971845454
Email : jituspdm@gmail.com

Jitendra Solanki

Founder Director at Special Needs Estate Planners Pvt. Ltd

Jitendra P. S. Solanki is a SEBI Registered Investment Adviser based at Ghaziabad, Uttar Pradesh, India and has earned the much-respected professional designation of Certified Financial Planner (CFPCM ). He is a post graduate (MBA-Finance) from IIT - Roorkee and has spent more than 15 years in advising families on their financial well-being. Jitendra specializes in advising families having children with special needs and has authored the book “Financial Planning for Families having children with special needs” which is the first book in India written on this aspect. The book is being widely appreciated for its comprehensiveness on the subject dealing issues with Special Needs Children Families.Jitendra is also an experienced estate planner and advice on succession planning, Will, Trust and other aspects of estate planning to his clients.

Phone:+91-9971845454
Email:jituspdm@gmail.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

Suresh Narula

Founder and Principal Planner, PrudentFP

Location : Panchkula, Haryana
Phone : 09816002197
Email : sureshcfp@gmail.com

Suresh Narula

Founder and Principal Planner, PrudentFP

Suresh entered in Financial Industry as Post Graduate in Commerce and Master of Finance and Control (MFC) and grew up as Certified Financial Planner(CFP) Professional He worked for over 10 years with big Financial brands. He also conducts training & seminars programs on Financial Planning, Investment Planning, Insurance Planning and Income Tax & GST Returns Filing. Apart from developing Financial Plans and guiding clients meet their Financial Goals; he keeps interest in research & analysis of various financial products, especially in Mutual Funds and other financial services. Suresh believes that first step not making investments but planning for everything and then executing it He will make you understand reasoning behind every suggestion he gives you. He will make sure that you agree and understand everything, so that in future you can take similar decisions yourself. Suresh has contributed to Personal Finance written for The Financial Planners’ Guild India and written in Dainik Bhaskar, regular contributor in samadhan section of Business bhaskar where he answers reader’s queries on various personal financial matters and regularly writes on his personal blog www.sureshcfp.com. He is also a founder of his financial planning services of www.prudentfp.in His goal is not limited to Insurance Planning or Investment Planning. In fact he is trying to make your overall Financial Life better and paving financial path for you, of which you can start walking. Your overall Financial Life is a made up of different components Insurance Planning, Investment and Retirement planning, Tax Planning etc. He takes care of all these things.

Phone:+91-9816002197
Email:sureshcfp@gmail.com

Rohit Shah

Founder at GYR Financial Planners Private Limited

Location : Mumbai

Phone : 9828156400
Office : 0141 4302111/ 9929154054 Email : madhupam@thewealthwisher.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

Col Sanjeev Govila

Hum Fauji FInancial Services Pvt Ltd (Brand name: Hum Fauji Initiatives)

Location : Delhi

Phone : +91-9999022033
Email : sanjeevgovila@gmail.com

Col Sanjeev Govila

Hum Fauji FInancial Services Pvt Ltd (Brand name: Hum Fauji Initiatives)

Col Sanjeev Govila (retd). Served in the Indian Army for 27 years before taking VRS and starting Hum Fauji Initiatives in 2010. Qualifications: B Tech (Gold Medallist); M Tech (IIT, Kanpur); M Sc & M Phil (Defence & Strategic Studies); MMS, MBA, CFPCM. Authored a book – Golf Swings and Money Mantras. Presently CEO, Hum Fauji Initiatives. Featured on Veterans’ Tableau on Army Day Parade and Republic Day Parade in Jan 2017 alongside the likes of Milkha Singh, as one of the 14 pioneering veterans in India working for the armed forces community.

Phone: +91-9999022033
Email:sanjeevgovila@gmail.com

Sridevi Ganesh

Founder - Financialplanners.co.in

Location : Chennai

Phone : +91-9841428055
Email : sridevi@financialplanners.co.in

Sridevi Ganesh

Founder - Financialplanners.co.in

Sridevi Ganesh is a registered financial advisor accredited by the Securities and Exchange Board of India (SEBI), operating out of Chennai. With expertise in financial planning and investment management, Ganesh guides clients in navigating the complexities of the financial market. As a SEBI-regulated professional, she adheres to stringent ethical and professional standards, ensuring transparency and trust in her services. Ganesh assists individuals and businesses in setting and achieving their financial goals by offering personalized advice tailored to their unique circumstances and aspirations. Her in-depth knowledge of various investment instruments, risk management strategies, and tax implications equips clients with the tools to make informed decisions, ultimately empowering them to secure their financial future.

Phone: +91-9841428055
Email:sridevi@financialplanners.co.in

Shalini Dhawan

Director at Plan Ahead Wealth Advisors Pvt Ltd

Location : Mumbai

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

Shalini Dhawan

Director at Plan Ahead Wealth Advisors Pvt Ltd

Phone: +91-9999022033
Email:sanjeevgovila@gmail.com

Dilshad Billimoria

Founder, Managing Director & Chief Financial Planner at Dilzer Consultants Pvt Ltd

Location : Bangalore

Phone : +91-9845023746
Email : dilzerconsultants@gmail.com

Dilshad Billimoria

Founder, Managing Director & Chief Financial Planner at Dilzer Consultants Pvt Ltd

Dilshad Billimoria, is the Founder, Managing Director and Chief Financial Planner at Dilzer Consultants Pvt Ltd She is also a Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM since June 2007. She is also certified by the National Institute of Securities Markets (NISM) for the Investment Advisory Regulation XA/ XB/ XXX1A. She has completed her post-graduate in Finance and Business Management from NMIMS College Pune. Dilzer Consultants Pvt Ltd is a Corporate SEBI Registered Investment Advisor (RIA) Dilshad has completed the Foundation Course in Financial Life Planning from Kinder Institute of Life Planning." The organization provides Professional and Holistic Investment Advisory and Comprehensive Financial Planning Services for a fee. Dilshad Billimoria has over 22+ years of experience in the financial advisory domain. With over 345 families, we have created financial peace and independence in many people’s lives and helped them realize their financial goals.

Phone: +91-9999022033
Email:sanjeevgovila@gmail.com

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: +91-9841428055
Email:sridevi@financialplanners.co.in

Harsh Vardhan Roongta

Founder - Fee Only Investment Advisers LLP

Location : Mumbai

Phone : +91 98265 00035, +91 22 40022888
Email : harsh@harshroongta.com

Harsh Vardhan Roongta

Founder - Fee Only Investment Advisers LLP

Phone: +91-9999022033
Email:sanjeevgovila@gmail.com

Amit Kukreja

SEBI as an Investment Adviser

Location : Gurgaon

Phone : +91-9810353040
Email : akukreja@gmail.com

Amit Kukreja

SEBI as an Investment Adviser

Amit Kukreja is a reputable financial advisor registered with the Securities and Exchange Board of India (SEBI), operating from Gurgaon. With a strong background in finance, Kukreja offers expert guidance and personalized financial solutions to his clients. Specializing in areas such as investment planning, wealth management, and retirement planning, he helps individuals and businesses achieve their financial goals effectively. Kukreja's adherence to SEBI regulations ensures that his services maintain the highest standards of professionalism and integrity. By staying abreast of market trends and developments, he provides informed advice tailored to each client's unique circumstances and aspirations. Kukreja's commitment to client satisfaction and his ability to simplify complex financial concepts make him a trusted advisor for those seeking to secure their financial future.

Phone: +91-9810353040
Email:akukreja@gmail.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

Renu Maheshwari

Co-founded - Finscholarznly

Location : Tamilnadu

Email : renu.maheshwari@finscholarz.in

Renu Maheshwari

Co-founded - Finscholarznly

Renu Maheshwari is the first individual SEBI Registered Investment Adviser in Tamilnadu and practices Financial Planning and Portfolio Management. She is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA and CFA-1. With over 25 years of experience in finance industry she excels in advising, consulting and coaching clients on personal finances. She cofounded Finscholarz in 2012 to practice and promote commission free, holistic, fiduciary advisory practice. She was awarded ‘Best Financial Advisor in India – 2016’ by APAC Insider (a London based publication) and ‘Best Investment Adviser in India – Runner Up – 2015’ by Outlook Money. She was felicitated with ‘Eminent Woman Achiever’ award by Rajalakshmi Group of Institutes. As a Founder Director of ARIA (Association of Registered Investment Advisors, a section 8 company), she is actively helping fellow RIAs to develop a client centric practice. She is on the India CPF Board Advisory Council, (of Financial Planning Standards Board, USA) providing thought leadership to financial planning community in India.

Phone: +91-9999022033
Email:renu.maheshwari@finscholarz.in

Uday Dhoot

Partner at VennWealth.in & Founder at OyePaisa.com

Location : Bangalore

Phone : +91-9886040328
Email : uday.dhoot@oyepaisa.com

Uday Dhoot

Partner at VennWealth.in & Founder at OyePaisa.com

Uday Dhoot is a certified financial advisor registered with the Securities and Exchange Board of India (SEBI), based in Bangalore. With expertise in financial planning and investment management, Dhoot assists clients in navigating the complexities of the financial market. His services encompass a wide range of areas including portfolio management, retirement planning, tax optimization, and risk management. Dhoot's adherence to SEBI regulations ensures transparency and trust in his dealings with clients. By staying updated on market trends and developments, he provides tailored solutions that align with each client's unique financial goals and circumstances. Dhoot's dedication to professionalism and client satisfaction makes him a reliable partner in securing financial prosperity.

Phone: +91-9886040328
Email:uday.dhoot@oyepaisa.com

Nitin Sawant

Co-Founder at OMS Fintech AA I NS Wealth

Location : Sangli and Pune

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

Nitin Sawant

Co-Founder at OMS Fintech AA I NS Wealth

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

Abubakr Siddique A G

Co-founded - Finscholarznly

Location : Pondicherry / Chennai

Phone : +91-9003055599
Email : myplanner@wealthtraits.com

Abubakr Siddique A G

Co-founded - Finscholarznly

Abubakr Siddique A G is a seasoned professional registered with SEBI as an Investment Adviser (RiA), bearing License No. INA200000910. With over 15 years of rich experience in the realm of financial services. Armed with a master’s in psychology and holding a Certification in Financial Planning (CFP), he possesses a deep understanding of both human behavior and financial intricacies. Abubakr Siddique has helped countless individuals and families make informed financial decisions, tailored to their needs and goals. From comprehensive financial planning to investment strategies, Abubakr Siddique is dedicated to empowering single parents, doctors, and startup entrepreneurs to secure their financial futures with confidence.

Phone: +91-9999022033
Email:myplanner@wealthtraits.com

Nandji Rai

Director at Step Ahead Investment Advisors Private Limited

Location : Bangalore

Phone : +91-9830071441
Email : nandjir@stepaheadia.com

Nandji Rai

Director at Step Ahead Investment Advisors Private Limited

Since 2022, he is also conducting training sessions for students of Qualified Personal Finance Professional ® certification program structured by Network FP Knowledge Solutions Pvt. Ltd. He has been one of the trainers for "Comprehensive Financial Plan Construction" workshop organised by Network FP Knowledge Solutions Pvt. Ltd since 2022.

Phone: +91-9830071441
Email:nandjir@stepaheadia.com

Saurabh Mittal

Founding Director Circle Wealth Advisors Pvt Ltd

Location : Mumbai

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

Saurabh Mittal

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 and CFP, Saurabh has more than a decade`s experience in financial markets. Currently pursuing his CFA 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

Arijit Sen

Co-Founder - Merry Mind

Location : Kolkata

Phone : +91 9674663431, +91 7596063604
Email : arijitsen@merrymind.in

Arijit Sen

Co-Founder - Merry Mind

Arijit Sen is a Certified Financial Planner (Membership No.: 116472), SEBI Registered Investment Adviser (Registration No.: INA300012723), Qualified Personal Finance Professional ® (Certificate No.: 4030) & Fiduciary. He is a member of Association of Registered Investment Advisers since 2019. He is also a member of Financial Planners' Guild, India since 2023. He practices as a Fee Only Financial Advisor in Kolkata with individuals and families. He is fascinated with Mind Maps. He believes conflict-free advice is like gold dust. He considers this as an opportunity to honestly address people’s financial as well as non-financial concerns and guide them towards tranquility. Being the second generation in this profession, his focus has been to take forward his father’s beliefs, principles and culture. He understands the responsibility bestowed on him and wishes to hand-hold clients towards their life-goals. He has been confident in providing personal financial planning and investment advisory services. He grew up closely following his father who has been in the field of personal finance for the last 36 years. He was strong-willed to join his father’s profession surrounding personal finance. The way his father has been dealing with clients, it always fascinates him. Clients are contented for the services they have been receiving. This is what propelled Arijit to become a Fee Only Financial Planner in Kolkata and take his father’s noble endeavour forward. Since 2022, he is also conducting training sessions for students of Qualified Personal Finance Professional ® certification program structured by Network FP Knowledge Solutions Pvt. Ltd. He has been one of the trainers for "Comprehensive Financial Plan Construction" workshop organised by Network FP Knowledge Solutions Pvt. Ltd since 2022.

Phone:+91 9674663431, +91 7596063604
Email:arijitsen@merrymind.in

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

Subhabrate Ghosh

Director at Step Ahead Investment Advisors Pvt. Ltd.

Location : Kolkata

Phone : +91-9831016350
Email : subhabratag@stepaheadia.com

Subhabrate Ghosh

Director at Step Ahead Investment Advisors Pvt. Ltd.

It was January 2014. A group of qualified Financial and Wealth Management professionals with decades of experience and having clients in West Bengal as well as all over the country, set the wheels in motion to become a fee-based Financial Planning & Wealth Management Service provider that offers ethical and professional financial advisory to its clients. Step Ahead was born. Step Ahead takes pride in being an organization of professionals who always abide by professional practice standards and code of ethics laid down by FPSB India and Securities Exchange Board of India.

Phone: +91-9831016350
Email:subhabratag@stepaheadia.com