Best Financial Advisor in Bangalore

Fipro team (Suhas and Sravan ) is very good. Iam happy with the service they have provided. Suhas is very patient, friendly and explains well and has helped me to choose right investment for my goals. Thank you fipro

This is an excellent service.

I have been associated with this team for over an year to manage my portfolio. They helped me in many ways – fixing my current system of investing, balancing my portfolio to ensure my risk/return is balance as per my age, fixing mistakes I made in past – all of it while ensuring minimum taxation and keeping in eye long term benefits.

Very knowledgable team and friendly people to help you out in every financial decision.

A big thanks to Suhas & Fipro team for helping on my finance planning, defining clear long term strategy based on financial goals, regular discussion on investment plans, reviewing Porfolio and making necessary adjustments has helped me to improve my finances.Looking forward for many years of engagement.Keep up the great work!

For years I was trying to do my Financial planning and understand when I can retire! However it didn’t get executed unless I met FIPRO. FIPRO helped me to think in detail and also gave realistic plan after considering all my personal and professional goals. They also gave suggestions on how to simplify investments reduce burden on EMI and plan tax implications. I would like to thank Suhas and Sravan for exemplary service provided and look forward to meet regularly to track my financials.

Highly recommended if you want to get better at personal finance. I am a super happy customer as I have been getting timely and well researched inputs as guidance. Suhas is a very patient listener and will respond to all your queries in detail so that your own knowledge is also enhanced and this is really important as the final goal should be to be able to manage your financial plan with minimum supervision. Kudos to Suhas and team. Keep rocking!!

I have been truly fortunate to have found and known about FIPRO which came into my rescue in managing my personal finance (PF) effectively.Despite coming from FINANCE background i somehow found it hard to manage my PF in more efficient manner, it’s not due to lack of knowledge on finance but it’s about how well i could dedicate my time towards daily finance, be it a petty cash expenses, emergency expenses etc. how and where to invest and more importantly to plan our retirement as most of us don’t like to work forever, that’s when I found FIPRO which was able to cater to my needs on PF by getting to seek and understand my financial desires and objectives and accordingly lay out a plan that I could further work on. It makes even more trust worthy with the kind of confidentiality and assurance they bring on table.I would recommend FIPRO to PPL of all ages irrespective of their profession because it is not just about earning but how well you can invest your hard earned money and how well we can manage our expenses and lastly how early we can plan our retirement. This will apply to all walks of ppl hence would suggest one shouldn’t think twice before fixing the session with FIPRO to ensure your money is taken care.Thanks FIPRO for being part of my life, you have most certainly helped me to be less worried on my PF which has led me to remain more focused on my work, accomplishments and to experience other essences of life.

I found this workshop very insightful. It covered most aspects of personal finance planning. It was a very hands-on workshop which not only helped me build my financial plan myself step by step, but also gave me the next steps that I would need to do in order to execute it and monitor progress. Suhas Shetiya, who conducted the workshop, is a very patient teacher and he made the sessions very interesting with real life examples. I would have been in a much better financial position had this workshop been conducted when I had started off with my career, better late than never I guess 🙂 Glad I attended this workshop and would definitely recommend this to anyone who feels they don’t know how to plan their finances or confused on whether they are on the right path.

As a professional banker who regularly deals with financial figures and fiduciary regulations, I didn’t had time for my own financial wellbeing. That’s when I approached FIPRO and they gave me immense confidence in starting my financial journey. My first opinion about them was their expertise and command on the subject which was truly commendable. Mr. Suhas gave me that comfortable space and time to discuss my future goals with great patience, most importantly I could trust him immediately. He is someone who is committed to improve my financial wellbeing. The financial plan crafted by FIPRO protected me during the Covid-19 Pandemic immensely. That’s when I really realised the value of a trusted financial planner in one’s life.

Mr. Suhas has been an eye opener for all our colleagues when he has done a financial awareness educational programme for our company. Until I met Suhas, all my investments were in insurance and tax savings plans only. I never gave a second thought about children’s education, my daughter’s marriage & my life after retirement. He showed us the actual image of where we are positioned currently in terms of managing our finances and what we need to do to secure our current and future financial needs. He is very patient and made me understand the concepts as I am not from finance background. Thanks Suhas for the excellent service!

My Journey with FIPRO has been very productive for the past 3 years. I have always assumed that, financial plan is of no use, as I belong to business family. After meeting Mr. Suhas, he clearly changed my life forever. There were so many unknown future goals which he assisted me in creating and implementing it at a very early stage. He also taught me the power of compounding. Thanks to FIPRO and Mr. Suhas who has secured my future and now feel that I am in safe hands.

Its often true that most of us fail to dedicate time to run through our personal finance which is when I contacted FIPRO for professional services and the response i received from them with the sessions held was truly overwhelming.

They were clinical in the process of getting to know our financial aspirations before providing us their valuable inputs inorder to achieve our financial goals. For me personally it was eye opener on various investment options available in the market and certainly it helped me the way I started looking at my hard earned money after the session.

Hence i would recommend FIPRO to all the ppl no matter what age group you fall under. It will definitely help you to operate your finance more efficient manner and help you achieve your financial goals much earlier.

All the best !

Being a women is always challenging to maintain financial stability but FIPRO has done a fabulous job in creating a well balanced portfolio for me. As per the advice received, I have been regularly investing and over a period of time I am also able to see better returns. I only wish FIPRO could have come to my aid when I started my career. All the best team FIPRO.

Thank you Suhas for the timely advice & the plan you have given me in managing my future goals. It’s been two years now and I am extremely happy with their service.
Once again thank you Fipro 🤝