Get better control of your financial future – create or restructure your investments, insurance and financial journey for a smooth and tension free experience. Unbiased Financial Advice from SEBI RIA, Krishna Rath
Comprehensive Planning
Get the bigger picture
With Comprehensive Planning, make plans and prepare for the years to come – be it on retirement, children education, your own higher studies, or early retirement.
Unbiased Advice
Fee only Advice
Get advice that is for you and your family. You are the focus of the engagement – you will not be sold a product to meet a sales target.
Flexible Scope
Diverse Services
From Comprehensive Financial Planning to Equity based investment via Smallcase, there is plenty to offer. Services are personalised to cater to all.
BUILDING TRUST AND GENERATING HAPPY CUSTOMERS
Why Engage With Krishna Rath, SEBI RIA
When everyone on the street talks about financial advise and everyone has a view why pay?
SEBI Registered
RIA INA000002892: SEBI Registered Investment Advisor following fee only model for Financial Advisory / Planning and Investment Advisory. This means that the entire process is regulated and professionally driven.
Online & Offline
Most Services are executed via online mode – so your location does not matter. For those in Bhubaneswar, please feel free to drop into my office or invite me for a cup of coffee at your office or home.
Customised Scope
If you think you do not need comprehensive financial planning, but you need assistance in certain areas such as retirement or insurance or any financial transaction, then you can custom create your package.
Learn Personal Financial
Along with providing financial advise, I ensure that you understand the reason & rationale behind every decision. This helps you become more financially independent.
Questions and answers
1
Do you offer Free Tips and Stock Tips?
No. I am not a stock tips provider. I offer financial planning that involves detailed investment & Insurance analysis as well as guidance on succession planning. Financial planning can be comprehensive or specific for certain queries you have.
2
I Just want you to see my equity portfolio and recommend changes. Do I have to go through agreements and risk profiling?
Yes! Any engagement with me is a professional consulting assignment and will require a risk profiling and Aadhaar signed agreement between you and me as per SEBI guidelines.
3
Do you offer Only Equity Advice and FnO
For equities portfolio, I have my smallcase folios created and published. You may see the smallcase here
I do not offer FnO, though I write about market trends in my blog.
Services Offered
₹ 7,500/- Duration – a contract of 3 months , 3 hours of discussion.
Post risk profiling and suitability report:
For anyone who wishes to plan out their financial journey. Almost all have similar problems and issues in life – savings for family, retirement, children’s education , however the journey will be different based on your family background and finances. So all this needs focussed discussion on how your existing and future investments can be structured for each financial goal.
Drop in an email to connect@finvestor.in for more details
₹ 30,000 Annual Contract – Quarterly Review of your Portfolio.
Post risk profiling and suitability report:
Apart from detailed financial planning, for those who wish to focus on equity investments in direct equity mutual funds and have equity portfolio. Direct Mutual Funds will be invested via MFU or AMC website or any Direct Mutual Fund Provide such as Zerodha or Groww. Equity investments will be via any broker of your choice. Quarterly reviews of funds and equity portfolio will be held.
Drop in an email to connect@finvestor.in for more details
For equities portfolio, I have my smallcase folios created and published. You may see the smallcase here
Drop in an email to connect@finvestor.in for more details
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8+
YEARS AS SEBI RIA
Fixed Fees
unbiased advice
Phygital
Virtual calls or in office discussions
1 ST
RIA IN ODISHA