SEBI Registered Investment Advisor

SECURE YOUR FINANCIAL FUTURE

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

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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

1

One time – Financial PlanningEverything you will ever need in personal finance

₹ 7,500/- Duration – a contract of 3 months , 3 hours of discussion.

Post risk profiling and suitability report:

  • Income and Expense Analysis
  • Retirement Planning
  • Insurance – Life & Health
  • Children’s future – Education
  • Investment Advisory

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

2

Yearly Contract – Financial Planning + Investment MonitoringFor those who want to more!

30,000 Annual Contract – Quarterly Review of your Portfolio.

Post risk profiling and suitability report:

  • Life goals
  • Income and Expense Analysis
  • Retirement Planning
  • Insurance – Life & Health
  • Children’s future – Education
  • Investment Advisory
  • Quarterly 30 mins meeting on investment review and any financial query.

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

3

Smallcase FolioEquities only service

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

Read our latest articles in the financial world

8+

YEARS AS SEBI RIA

Fixed Fees

unbiased advice

Phygital

Virtual calls or in office discussions

1 ST

RIA IN ODISHA