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?
The solution lies in crafting a sensible financial plan for you, which builds a perfect road map for all your future life goals.
Free Live Financial Wellness Assessment
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    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.

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    SERVICES OFFERED

    We help address your fears surrounding retirement

    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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