I, Abhishek Kumar, am a ‘Registered Investment Adviser’ (RIA) (License No: INA100008045) with the ‘Securities and Exchange Board of India’ (SEBI) and a Fee-Only Financial Planner. I am an MBA from the Indian Institute of Management, Bangalore and have worked in companies such as Dell, IBM, Accenture for more than 15 years. I receive a flat fee for financial planning directly from my client and do not receive any commission or incentive from mutual fund houses, insurance companies, and other financial product manufacturers. This helps our clients receive unbiased, objective and comprehensive advice from my end.
I offer flat fee-only comprehensive goal-based financial planning to clients. Based on the response received for risk profiling questionnaire and subsequent discussion with the client I suggest asset allocation (Fixed Income, Equity, etc) as well as risk mitigation (Life Insurance, Health Insurance, etc ) strategies for achieving their financial goals.
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