Top Certified Financial Advisor in Dehradun - Experienced, Reliable
 

» About Us


We have a specialist team of members across Delhi and Mumbai, comprising Chartered Accountants, MBAs, Certified Financial Planners and Lawyers.


We have built a state-of-the-art technology and operations infrastructure so that we can serve you better. You can use our services both online and offline. We at Thefinancialplanners believe that understanding a client need is the first step to financial freedom. In this quest we hope to educate and provide research to our partners so that they can service there and our client jointly providing them with apt and up to date market information.

 

» Our Mission

 

"We help you create wealth”

In this word of multiple choices and selection a product best tailored made for you is our end ever. To provide you understanding of your finances so that a goal based financial planning can be done.

      • Understanding your current finances
      • Accessing your future financial goals
      • Advice
      • Buy products
      • Manage finances

 

» Education Service


      • Provide financial literacy amongst People
      • Research support to fellow financial product distributors
      • Help people take informed discussion

» Our Vision

 

We see our- self as facilitators and providers of financial literacy and a one stop shop where people find financial freedom, with the confidence that there is a team of Planners which will ensure providence of solution best suited to his need. Tailoring the product to the need and not the need to the Product.


We will follow the highest standard of service set by Financial Planning Standard board India for their CFPCM certificants

 

    • Integrity
    • Objectivity
    • Confidentiality 
    • Diligence
    • Competence
    • Fairness
    • Professionalism








» We The People

 

The Financial planners have come in existence after the massive regulatory changes happed in the industry. We appreciate these changes and strongly recommend the NEED BASED FINANCIAL PLANNING AND FEE BASED FINANCIAL PLANNING. We welcome these changes because these changes will not only helps the end investor a lot but also will place our financial product advisors as a professional. There is no doubt that this is the move which should take place many year before but the big question is Indian investor is mature enough to understand these changes, because after so many years insurance is a product for tax saving. Through The Financial Planners we are trying to give a platform to Clients and Independent Financial Advisor to build a base for Need based Financial Planning.

 

Mr. Gopal Kumar Gupta has 25 years of rich experience in the Financial Markets, Wealth Management and Advisory services and has a proven track record of managing multiple assets class. Client of The Financial Planners enjoy services by well trained 4 staff members. Skill set of group include 360 degrees Tax, financial planning and Wealth Management to add to this, he is an ardent finance professional who is well versed in Life Insurance planning, Postal Scheme- FD Management, Mutual fund management, IPO Advisory which can thus help in providing a wide spectrum of services to clientele of the company.

Thus, having worked across the value chain from the high end Corporate Advisory and Private Wealth Management Segment to the mass affluent retail customers, the strength of clientele exceeds 450+ customers across India abroad, the team has hands on experience and sound knowledge of the domestic international financial markets along with an understanding of the prevailing regulatory framework.


Adhil Shetty Your SIP investment must go up as your income rises.
Fri, 13 Oct 2017 12:14:33 +0530


Here#39;s a fundamental view on the market from Pankaj Tibrewal Watch the interview of Pankaj Tibrewal, Sr. VP Equity Fund Manager at Kotak Mutual Fund with CNBC-TV18#39;s Prashant Nair and Ekta Batra where he shared his readings and outlook on market fundamentals as well as specific stocks and sectors.
Mon, 09 Oct 2017 12:15:02 +0530


Reliance MF#39;s Gunwani says SEBI move on MFs good; positive on logistics, pharma Manish Gunwani sees good earnings, both domestic and global in FY19 and sectors such as telecom and pharma could see year on year growth.
Mon, 09 Oct 2017 11:19:33 +0530


Nilesh Shah In a move to declutter and rationalise mutual funds, Securities and Exchange Board of India (SEBI) sets 5 broad categories for mutual fund (MF) schemes. Also defines largecap, midcap and smallcap companies by market capitalisation. In an interview to CNBC-TV18, Nilesh Shah, Managing Director, Kotak Mahindra AMC shared his views and outlook on the same.
Mon, 09 Oct 2017 10:35:32 +0530


Juzer Gabajiwala These funds invest in highly liquid government instruments. You can invest even for a day and get your funds back the next business day
Thu, 28 Sep 2017 11:23:57 +0530


Jitendra P.S.Solanki Total return index captures dividends and show true picture of fund manager’s performance.
Wed, 27 Sep 2017 09:22:11 +0530


Nilesh Shah There seems to be lot of money waiting on the sidelines but when the correction comes and there is negativity around, they may like to time it better, said Nilesh Shah, Managing Director, Kotak Mahindra AMC.
Tue, 26 Sep 2017 12:29:22 +0530


Here#39;s a fundamental check on markets by UTI MF#39;s Swati Kulkarni Watch the interview of Swati Kulkarni of UTI MF with Prashant Nair and Ekta Batra of CNBC-TV18. She shared her reading and outlook on the market.
Mon, 25 Sep 2017 14:06:05 +0530


Mahesh Patil Mahesh Patil of Birla Sun Life believes that the Street currently could be reacting to cues such as higher current account deficit (CAD), pressure on the rupee and developments around fiscal deficit as well.
Fri, 22 Sep 2017 10:31:54 +0530


Here is a fundamental view on the market from Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Tue, 19 Sep 2017 12:25:49 +0530


Shweta Jain SIP work irrespective of market sentiment. Marry the SIP with your financial goal and you are home.
Tue, 19 Sep 2017 09:50:25 +0530


Sunil Singhania Says economy will continue to grow and that will drive up the equity markets going forward.
Mon, 18 Sep 2017 10:16:49 +0530


Rajeev Thakkar Among the new theme that they have added is Facebook, which is an international stock, said Rajeev Thakkar, Chief Investment Officer and Director, PPFAS MF.
Fri, 15 Sep 2017 16:24:18 +0530


Joydeep Sen Only a fund with a relatively smaller corpus size can be quickly repositioned; a large fund will have the baggage of existing portfolio which should not be disturbed.
Thu, 14 Sep 2017 09:53:45 +0530


Vaibhav Agrawal Unlike other instruments like PPF, NSC and Long term deposits, an ELSS is a long-term wealth creator due to its consistent equity exposure.
Tue, 12 Sep 2017 11:26:33 +0530

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