Free Live Financial Wellness Assessment
Why should I consider taking a Financial Plan?
If any of the following circumstances resonate with you, then you have reached the right spot, FIPRO!
- Are you worrying about managing money at every month’s end?
- Are you worried about your children’s future and their soaring educational expenses?
- Your financial situation is not improving as expected.
- Constantly facing incidents of lack of money when needed.
- Want to achieve financial freedom?
- Do you postpone every time you think of things like a car, own house, good child education planning, dream vacation, etc?
- There is no clear roadmap for all my life goals.
- Are you worried about your retirement lifestyle?
- Do you seek assurance with family insurance planning to secure your loved one’s future?
Free Live Financial Wellness Assessment GET A CALL NOW
Fill this form and get a free live assessment call from our experts !!
OUR FINANCIAL ADVISOR EXPERIENCE
Mr. Suhas Shetiya is a SEBI registered investment advisor. An IIM Bangalore graduate and a corporate guru who has trained senior management in more than 100+ top Indian companies like Infosys, Bajaj Finance, L&T, Himalaya, Hindalco and so on. Also, he has undertaken webinars on personal finance and financial planning, where more than 600+ professionals from all over the world have already benefited in just last 10 months only.
Suhas comes with a very strong analytical background. By scoring 99.99 percentile in CAT, he completed his MBA from IIM-Bangalore. In fact, his deep interest in solving analytical problems has driven him to write CAT regularly and score 99.9+ percentile consecutively for 6 years.
Suhas has delivered financial strategies and learning interventions for senior and middle management for over 100 companies around areas like leadership development, sales effectiveness, commercial & business acumen, & strategic thinking. He brings in rich experience in building companies from the ground up and has worked across stages from fund raising to execution.
He has worked with clients like Aditya Birla Group, Asian Paints, Bajaj Finance, V-Guard, Usha International, M&M, P&G, Marico, Raymond, Schindler, FLSmidth, Arvind Brands, etc.
SERVICES OFFERED
We help address your fears surrounding retirement
- In-Depth Golden '5' planning + Risk Profiling + Info-graphic report + Quarterly calls + 1 year service
- Simple 3 step planning + 1 call
- Portfolio management
Preserve your wealth with our popular Golden- 5 step Financial Planning
ASSESSMENT - We completely analyze your current financial position. We meticulously study your resources, net worth, cash flow, assets & liabilities, expenses and so on.20%
GOAL SETTING - We study what are your short, intermediate & long-term goals. Key goals include budget allocation, emergency fund, insurances and retirement goals.40%
CREATING A PLAN - We vigorously study the data collected from you and do our FIPRO magic to generate a plan based on your risk profile which ensures your future is well secured.60%
EXECUTION - Our efforts just does not stop at making a sound financial plan for you but we also provide you with a executionable and actionable financial solutions.80%
MONITORING - Monitoring is the ongoing process of observing performance on a quarterly basis towards the achievement of set goals and re-evaluate if any.100%
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Our Happy Numbers
TESTIMONIALS
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 🤝
Our Happy Clients
Get in Touch
FIPRO Education And Investments,
2nd floor, No, 805, Nagarabhavi Main Rd, Syndicate Bank Colony, Govindaraja Nagar Ward, Mudalapalya,Vijayanagar, Bengaluru,Karnataka 560072