A SEBI registered Investment Adviser
Financial Planning & Investment Management
We craft a strategic financial plan favoring your devoirs with a comprehensive and unique understanding of your specific needs and customize services that integrate a broad spectrum of wealth advisory and investment strategies to implement holistic wealth management solutions in order to address your needs for income, retirement planning, estate planning and other goal oriented planning.
Your adviser at 29k is a confidant with you on your journey infused with our guidance to scale the pinnacle of wealth and financial freedom, the freedom earned by just a few.
- Stay organised and transparent. We will Analyze, appraise and document the current financial position and estimate the value of the core goals identified along with the time line for achieving those goals.
- Set your expectations right. We build a realistic and achievable projection of the future financial position.
- Maintain a balance by addressing any inconsistency.We effectively distribute assets between growth and non growth assets relative to the risk profile by suitably identifying and addressing any gap in the present investment and risk management strategy.
- Identify your apt investment vehicles and know your tax benefits.In addition to tax efficiency analysis, to ensure pre and post tax benefits, we render cost analysis and investment vehicle selection to match investment objective.
- Review and stay on track always. Stay on top of your portfolio with our periodic review reports and our online portfolio access.
Drop us a line to arrange a complimentary discussion meeting with one of our Advisers.
Our Credentials
We are associated and qualified through various governing bodies and Institutions namely Securities and Exchange Board of India (SEBI), Association of Mutual Funds in India (AMFI) and Financial Planning Standards Board India (FPSB India). Our team of Investment Advisers hold the prestigious CERTIFIED FINANCIAL PLANNERCM designation from FPSB and hold the Investment Adviser Level 1 & Level 2 certification prescribed under the SEBI (Investment Advisers) Regulations, 2013.
29k advisers....wow! They are a delight to be associated with. They are extremely good and competent in their profession, trust worthy and transparent in their work.I have known Prashanth for nearly a decade as a financial adviser, I have been extremely comfortable following his advise every time.
I bumped into my financial advisers at a friends' home some years ago. My friends introduced them to me as their wealth consultants. I took an instant liking to them and we became Facebook friends. But since I had no 'wealth' to speak of, there was not much further contact. Then one day I found at the end of the year I had a small amount of money left over. I spoke, very hesitantly to my adviser. He was extremely encouraging. Since then I started putting aside some money every month.
I have had an awesome experience with 29k Investment Advisers. They have a professional and honest approach and suggest investments as per the client's risk appetite. My adviser has a thorough knowledge of the subject and always explains the rationale behind every investment. He is safe and does not take risky decisions. I feel that my money is secure with 29k. My portfolio has definitely grown through all the ups and downs of the financial markets.
My relationship with this company began two years ago. I was referred to meet an adviser of 29k by a good friend. I was a novice – no skill or knowledge about wealth management and not easily trusting that someone could actually be interested in taking care of my money and making it grow! In the two years step-by-step my adviser has dealt with my questions patiently and I trust his advice completely today as I have only seen positive results from day one.