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.


Here#39;s a fundamental view on the market from Chandresh Kumar Nigam Watch the interview of Chandresh Kumar Nigam, MD CEO of Axis Mutual Fund with Sonia Shenoy and Ekta Batra of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
Wed, 13 Dec 2017 12:00:03 +0530


Leo Puri 2017 has been a blockbuster year for mutual funds. We have seen a lot of inflows and liquidity. CNBC-TV18#39;s Kevin Lee caught up with Leo Puri, MD of UTI MF and asked him about his outlook for the coming year and for the industry going ahead.
Tue, 12 Dec 2017 16:21:50 +0530


Digital, disruptive tech to enhance reach in fin services industry: Reliance MF CEO Demonetization, digital India gave a positive push to financial services sector and will continue to aid the sector, said Sundeep Sikka, Executive Director and Chief Executive Officer, Reliance Mutual Fund.
Thu, 07 Dec 2017 16:33:12 +0530


Anand Shah Watch the interview of Anand Shah, Deputy CEO Head of Investments, BNP Paribas MF with Prashant Nair and Sonia Shenoy of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
Thu, 07 Dec 2017 12:26:18 +0530


Kaustubh Belapurkar Looking at the average credit rating exposure of the industry, we observe that the exposure to ‘A and below’ rated securities saw a steady increase up till the end of 2015, when the Amtek Auto incident occurred.
Tue, 05 Dec 2017 08:57:56 +0530


Nimesh Shah ICICI Prudential is cautioning investors as the market is expensive. “We ask people to be careful because it is not 2013 market. It is slightly expensive market so people need to be conscious,” Nimesh Shah, MD and CEO of ICICI Prudential said.
Tue, 28 Nov 2017 11:57:32 +0530


Srinivas Rao Ravuri HDFC Mutual Fund has come out with HDFC Housing Opportunities Fund that focuses on the housing theme and the multiple opportunities it offers in various sectors including paints, cement, electrical and so on.
Tue, 28 Nov 2017 11:32:20 +0530


S Krishna Kumar In such an environment, experts such as S Krishna Kumar, CIO-Equity, Sundaram Mutual Fund look to rejig portfolios toward s better opportunities.
Mon, 27 Nov 2017 11:12:25 +0530


Valuations are not cheap, but not expensive either: Manulife Asset Management We expect that trend to strengthen going forward, Rana Gupta, Managing Director, Indian Equities of Manulife Asset Management said.
Fri, 24 Nov 2017 14:50:44 +0530


Juzer Gabajiwala The SWP enables investors to withdraw a specified amount regularly, thus addressing two shortcomings of the dividend option viz., quantum and timing.
Thu, 23 Nov 2017 10:10:09 +0530


Coffee Can Portfolio: Here#39;s all you need to know Watch the interview of Rakshit Ranjan, Coffee Can Portfolio Manager of Ambit Asset Management with Ekta Batra and Prashant Nair of CNBC-TV18, where he shared what the Coffee Can Portfolio is all about.
Mon, 20 Nov 2017 13:15:58 +0530


Confused about which fund to invest in? Mutual funds just got easy All mutual fund schemes within a fund house will need to be appropriately distinct from each other in terms of strategy, asset allocation, etc.
Fri, 17 Nov 2017 11:45:27 +0530


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.
Wed, 08 Nov 2017 12:05:50 +0530


Manish Sonthalia Manish Sonthalia also said that telco ARPUs could have bottomed out and a tariff hike is likely to be around the corner.
Fri, 03 Nov 2017 10:56:31 +0530

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