History

29k Investment Advisers Private Limited (a company registered under the Companies Act 1956) had its inception in November 2006 (Formerly known as Richie Rich Financial Advisors Private Limited). 29k was started as a Proprietorship Firm by Managing Director & Principal Financial Planner Mr. Prashanth Prabhu CFPCM and later incorporated as a Private Limited Company in July 2008. The company became a SEBI Registered Investment Adviser in November 2013 and subsequently rebranded itself as 29k Investment Advisers Private Limited in May 2014.

Team

At 29k we have a vibrant team of Professional Advisers, supported by a dependable Support Team. Together we work closely towards fulfillment of our Client's Goals while ensuring we are in consonance with our group's Mission and Vision. Our Team members have gone through rigorous training programs and have attained additional qualifications prescribed under the SEBI (Investment Advisers) Regulation, 2013.

Clientele

29k Investment Advisers Private Limited is engaged by over 450 families as their Personal Financial Adviser. We advise clients from various walks of life ranging from working professionals to business owners, Retired individuals to Trusts. Additionally we provide Cash Management & Investment Management advice to Small & Medium Enterprises.

Technology

Technology is the backbone of our Business. Over years, we have invested our time and resources in building a robust platform. We continue to work closely with our technology partners and strive to improvise. We are immensely thankful to our technology partners for having spent numerous hours in building fine tools for our business. They ensure we stay ahead of the curve in an ever-changing technology landscape.

Credentials

At 29k we believe knowledge is supreme. We are associated and qualified through various governing bodies and Institutions. Our team members hold the prestigious CERTIFIED FINANCIAL PLANNERCM designation from the Financial Planning Standards Board (FPSB) and certification prescribed under the AMFI and SEBI guidelines. Our team members frequently participate in various personality development programs and training exercises.

Vision

Our Vision is to become a provider of superlative financial advisory services by redefining service delivery through constant innovation. We see ourselves hand holding our Clientele through their life stages enabling them to fulfill their dreams and achieve financial freedom.

Mission

Our Mission is to provide the ultimate in quality service to our clientele. We are committed to help our clientele achieve financial success through holistic advice and professional guidance. We strive to empower our clientele in making well informed decisions that are in consonance with their goals.