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Proficient Financial Planners
Proficient Financial Planners is a SEBI Registered Investment Advisory firm, founded in September 2009 by Steven Nelson Fernandes. They offer fee-only financial planning services to a diverse clientele, focusing on understanding unique financial requirements and also provide corporate training and investor education programs.
1
Fee-Only Advisory Model
Offers transparent financial advice where fees are the only income, ensuring unbiased recommendations without commissions from product sales.
2
Comprehensive Financial Planning
Utilizes a structured 6-step process defined by the FPSB to create tailored financial roadmaps for individuals and families to achieve their specific goals.
3
SEBI Registered Investment Advisor
Operates as a well-regulated and licensed firm, adhering to stringent ethical practices and standards mandated by SEBI for investment advisors.
Company Details
GST Number
37AABCT0020H1ZV
CIN Number
Entity Type
Private Limited
Business Type
Manufacturer
Financial planning is the process of creating a roadmap to achieve your financial goals, which is broader than just investment planning and follows a 6-step process stipulated by the FPSB.
