Best Financial Advisors & Planners in Kochi
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Here is our List of the top 10 Best Kochi Financial Planners & Advisors
Thomas Verghese - Square League Wealth Management
FPSB No: IN151233
With a remarkable background encompassing 11 years of experience in banking and wealth management, Thomas Verghese brings a wealth of knowledge and expertise to the table. As the founder of Square League Wealth Management, he espouses the philosophy that individuals should make their money work for them, rather than the other way around. Thomas has earned a Level 2 investment advisor certification from the National Institute of Securities Markets, holds the title of a certified Wealth Manager from CIEL, and is currently pursuing his CFA (Chartered Financial Analyst) designation.
Thomas's extensive career has seen him in leadership roles with both multinational banks such as HSBC and leading Indian banks like ICICI and Axis Bank. Notably, he served as a Cluster Wealth Manager for ICICI Bank and as a Relationship Team Lead at Axis Bank. As a seasoned banker, Thomas places a high premium on integrity at all levels, a value he upholds in his professional journey. In addition to his financial roles, Thomas has a rich history of service, having served as the Ex-president for the BNI Achievers chapter, an experience he considers one of his finest learning opportunities. His multifaceted background and commitment to excellence make him a respected figure in the financial industry.
Kerala Technology innovation Zone, Kinfra Hi-tech Park, HMT Colony, Kalamassery,Kochi, Kerala 683503.
Sanjeev Kumar G - Progno Financial Planning Systems
FPSB No: IN150163 | SEBI RIA No: INA200001603
Fee Only: ✅
Progno Financial Planning Systems (P) Ltd is a pioneering financial technology firm that specializes in offering cutting-edge analytics and advisory services. Their mission at Progno is a steadfast commitment to simplifying personal finance, empowering individuals to make informed and strategic decisions about their financial resources.
Founded by Sanjeev Kumar G, a distinguished certified financial planner in India and a well-known columnist with over two decades of experience, Prognoadvisor stands as India's premier digital, comprehensive financial planning platform. They believe in challenging the status quo and pushing the boundaries to craft innovative, 'out-of-the-box' solutions that enhance the quality of life and bring greater simplicity and happiness.
At Progno, the clock doesn't dictate their work; what truly matters is their unwavering dedication to fulfilling their promise of delivering unparalleled insights to those who entrust them with their financial well-being. Their aim is to revolutionize the way individuals approach financial analysis and planning, ultimately making it more accessible and effective for everyone.
2ND FLOOR, 44/2507,RF COMPLEX, DESHABHIMANI ROAD, KALOOR, KOCHI, KERALA, 682017.
Maxie Jose - Affluenz Wealth Advisors
FPSB No: IN149827 | SEBI RIA No: INA200001231
Fee Only: ✅
Affluenz Wealth Advisors is a true exemplar of a fee-only Investment Advisor, setting itself apart by refraining from product sales, commission-based compensation, incentives, or revenue-sharing arrangements with external parties. At Affluenz Wealth, their dedication to objectivity and impartiality is unwavering, and they maintain a resolute commitment to serving the best interests of their clients. They are not entangled in affiliations or financial agreements that could compromise their objectivity or introduce conflicts of interest. Moreover, they do not engage in the sale of insurance or other distribution products, ensuring that their sole focus is on providing unbiased, client-centric financial guidance.
The brainchild of Maxie Jose, a Certified Financial Planner (CFP), Financial Risk Manager (FRM), and Chartered Wealth Manager (CWM), Affluenz Wealth Advisors boasts a founder with a remarkable educational background and a wealth of qualifications. Maxie's impressive credentials include an Executive Management program from the prestigious Indian Institute of Management, Lucknow, coupled with a Diploma in Strategic Finance and Control. Maxie's dedication to upholding the principles of independence, objectivity, and the delivery of thoughtful counsel is at the core of Affluenz Wealth's mission. They take pride in the unwavering commitment to serving their clients and ensuring that their financial well-being remains their top priority.
MIG 386, Panampilly Nagar, Kochi, Ernakulam – 682036.
Abhilash Gopal - Progress Planners Financial Services
FPSB No: IN150455 | SEBI RIA No: INA200004672
Fee Only: ✅
With an extensive 23-year managerial career in the banking sector, Abhilash Gopal brings a wealth of experience from renowned private sector banks such as ING, AxisBank, and ICICI Bank. His diverse professional journey has encompassed key roles in NRI advisory, Wealth Management, Corporate and SME Banking, spanning a wide array of markets, from rural to metropolitan areas. Abhilash's expertise extends to various financial domains, including Credit, Forex Operations, Retail banking, and Wealth Management.
Abhilash Gopal is a Certified Financial Planner (CFP) accredited by the Financial Planning Standards Board, India (FPSB). He holds a professional degree and a Post-Graduation in Banking and Finance Management from the College of Co-operation, Banking, and Management at Kerala Agricultural University. In his current capacity at Progress Planners, Abhilash takes on pivotal responsibilities in areas such as Investment Advisory, Debt Syndication, Consulting, and Finance, contributing his seasoned expertise to enhance the firm's offerings.
No: 38/1557, II Floor, Ushus Building, Bank Jn, Edappally, Kochi - 682024, Kerala ,India.
Satish Rajan N
SEBI RIA No: INA200002189
Fee Only: ✅
Satish Rajan is a SEBI registered Investment Adviser, proudly holding the SEBI Registration No. INA200002189. His educational journey began at St. Xavier's Collegiate School in Kolkata, followed by his B.Sc. degree from Bhowanipur Education Society College, also in Kolkata. His quest for knowledge and expertise led him to attain the prestigious Chartered Accountant qualification in 1988.
His career path led him through various senior roles in both the public and private sectors, across India and overseas. He commenced his professional journey with BPCL at Kochi Refinery and gradually advanced, culminating in the position of Chief Financial Officer at the Arabian Shield Cooperative Insurance Company in Riyadh.
During his tenure in the corporate world, he frequently found himself approached by friends and colleagues seeking guidance on investment matters. As an NRI, he observed a conspicuous gap in the availability of qualified professionals who could provide expert advice in the intricate domains of investments, taxation, and financial planning. Recognizing this void, he identified an opportunity to establish a business focused on delivering investment advisory services.
In 2009, he returned to India with the intent of launching a wealth management company in collaboration with a friend. However, as circumstances evolved, he embarked on his path as a registered Investment Adviser in 2014, driven by a vision to offer sound investment guidance and financial planning expertise to individuals navigating the complex landscape of wealth management.
7A, Infra Gallant, Layam Road, Kochi - 682011, Ernakulam, Kerala, India.
How do I Find the Best Financial Planner in Kochi?
When you’re searching for a wealth adviser or a financial planner in Kochi, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial planner in Kochi?”. Locating a good financial planner can be challenging, but it’s not hard.
Here is how to find a good financial planner in Kochi:
- Wealth Adviser Referrals: The traditional way of finding a financial planner is through personal and professional referrals.
- Wealth Adviser or Financial Planner Association Websites: You can often locate financial planners through various association websites.
- Using a Service Like ours - Best Financial Planners: Best Financial Planners helps you narrow down your search for a financial planner or a wealth adviser in Kochi you can trust.
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the shortlisted financial planners in Kochi to ensure they’re the best fit for your needs. However, there is an easier way to find a financial planner: using Best Financial Planners helps you mitigate most of the hard work. We provide curated list of top 10 or best, trusted and reputable financial planners in Kochi you can hold in high regard.
What to Consider When Choosing a Certified Financial Planner or Registered Investment Adviser in Kochi?
Before you begin the process of choosing a financial adviser in Kochi, you want to be sure the advisor you choose is right for you. All of our financial planners in Kochi are highly rated and carry a proven success rate. However, you may want a wealth advisor who specialises in an area that’s custom-tailored to your goals.
Every financial planner or wealth adviser on Best Financial Planners carries a wealth of experience and expertise. However, each financial advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the wealth advisor you’re choosing is best for you.
Best Financial Planners helps you cut out the research phase of this stage by providing you with financial planners and their listed specialties. Simply look at the wealth adviser’s profile for the “best for” section to find a financial planner that matches your needs.
If you are looking for a financial planner in Kochi, here are some key factors to consider:
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Qualifications, Certifications, and Accreditations: Find out what qualifications, certifications, and accreditations do the financial planner has? These do not necessarily make them the best financial planners, but at least it sets a baseline of expertise.
- If your chosen financial planner, wealth adviser, or investment advisor is a SEBI RIA then make sure he/she is registered with BASL as it is mandatory. You can verify this be visiting the BASL member check website and by entering financial planner's SEBI RIA no:.
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Also you must find out whether your selected financial planner is an individual financial advisor or a corporate (LLP or Pvt Ltd) financial advisor. Usually, individual financial planners are more keen to provide you a reliable financial planning advice or wealth growth advice as they are fee-only financial planners, however, there are a few fee-only corporate financial planners too. In India, corporate financial advisors can be both RIA and Mutual Fund Distributors, however, they can not provide both services to the same client. Whereas, individual financial advisors can only provide fee-only financial advisory services.
For example - Following are 3 types of financial planners, wealth advisors, or investment advisers in India:- Fee-only Individual Financial Planner: e.g. Chandan Singh Padiyar
- Fee-only Corporate Financial Planner: e.g. Suresh Sadagopan - Ladder7 Wealth Planners
- Corporate Wealth Advisor: e.g. Soumya Rajan - Waterfield Financial And Investment Advisors
- Another thing you must make sure is that your chosen financial planner MUST NOT be providing any stock tipping business activities. We do not list any such financial planners on our website, however, we CAN NOT guarantee if any listed financial planner is providing such activities.
- Specializations and Type of Clientele: Then, find out if they have any particular specialisation or type of clientele? This can help you determine if they are best suited for your type of situation. For example: Find out if your chosen financial planner specialises in the investment advisory category you are looking for, such as, retirement, children education, tax planning, debt restructuring, etc.
- Communication: Finally, find out what is their communication like? You need to know that you can communicate easily with them and that they will listen to your concerns and answer you questions in a timely manner. Overall, you need to be comfortable with your financial planner as you are usually dealing with some very intimate issues.
More about our financial planners in Kochi?
Most of the financial planners listed by us in Kochi are licensed, highly reputable, and discoverable through FPSB and SEBI RIA registrations. When we choose which financial planner to list for our website consumers, we go through a strict process of research that includes looking into the wealth advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident that you will have no problem finding a financial planner that fits your needs and can get the financial planning job done at a great success for you eventually growing your wealth.