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.


Inflows from domestic investors will continue to be robust: BNP Paribas MF Watch the interview of Anand Shah, Deputy CEO Head of Investments at BNP Paribas MF with CNBC-TV18’s Prashant Nair and Ekta Batra, where he shared his readings and outlook on the market, and specific stocks and sectors.
Wed, 09 Aug 2017 12:31:58 +0530


Mahesh Patil Patil expects liquidity to remain strong, especially domestic money that is not expected to be abating as retail flow is coming, pension fund money is also flowing, so Rs 10,000 crore looks like will be sustainable on monthly basis
Wed, 09 Aug 2017 10:38:41 +0530


Sailesh Raj Bhan It#39;s 7th of August which means it is MF-Day here at CNBC-TV18. In an interview to CNBC-TV18, Sailesh Raj Bhan, Deputy CIO - Equity Investment at Reliance Mutual Fund shared his readings and outlook on the market.
Mon, 07 Aug 2017 14:48:17 +0530


40-50% of net flow in equities come by way of SIP, says Motilal Oswal AMC The data in terms of flows into equity mutual fund is tremendous, almost Rs 13,000 crore is what equity mutual funds took in, in the month of July and it is a new high. In an interview to CNBC-TV18, Aashish Somaiyaa, MD CEO of Motilal Oswal AMC shared his readings and outlook on the same.
Mon, 07 Aug 2017 14:12:55 +0530


Nilesh Shah Nilesh Shah of Kotak Mutual Fund believes that there are divisions in the market — one which has froth, cheap valuations, expensive valuations and the ones with good earnings.
Mon, 07 Aug 2017 10:54:06 +0530


Lakshmi Iyer Existing duration fund investors may continue with their current investments and not rush to exit at current juncture.
Sat, 05 Aug 2017 13:25:49 +0530


Here#39;s a fundamental view on the market from Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with CNBC-TV18#39;s Prashant Nair and Ekta Batra, where he shared his readings and outlook on the market and specific sectors.
Tue, 01 Aug 2017 13:20:32 +0530


Harsha Upadhyaya Harsha Upadhyaya of Kotak MF said from 3-5 year perspective, one can invest in staggered ways.
Tue, 01 Aug 2017 12:15:49 +0530


S Krishna Kumar S Krishna Kumar of Sundaram Mutual Fund said that the earnings have been pretty good and that retail private banks have seen strong delivery.
Fri, 28 Jul 2017 12:49:36 +0530


Sunil Singhania Interview with Sunil Singhania of Reliance Mutual Fund
Wed, 26 Jul 2017 10:29:45 +0530


Nilesh Shah Nilesh Shah said that the approach in the market should be that of bottom up one.
Tue, 25 Jul 2017 12:56:54 +0530


Here are Lalit Nambiar#39;s fundamental views on the market Watch the interview of Lalit Nambiar of UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Tue, 25 Jul 2017 12:24:08 +0530


India is witnessing sizable surge in FIIs debt investments; here’s why India today has one of the highest real interest rates in the world. With CPI inflation at around 1.54 percent, and with 10-year benchmark gilt at around 6.46%, the real interest rate is too attractive to be ignored.
Tue, 25 Jul 2017 10:00:50 +0530


Will see much better earnings growth in FY19-20: Ashwini Agarwal “Globally we are interested in large domestic markets. We have operations in Indonesia, Saudi Arabia and now we have launched a fund in India and we would like to do such kind of things in other countries. We are interested in local markets where operations are scalable,” Ashwini Agarwal, Co-Founder Partner of Ashmore Investment Management India LLP told CNBC-TV18.
Sat, 22 Jul 2017 19:00:02 +0530


Here#39;s a fundamental view on the market from Motilal Oswal’s Gautam Sinha Roy Watch the interview of Gautam Sinha Roy of Motilal Oswal Mutual Fund with CNBC-TV18#39;s Anuj Singhal and Surabhi Upadhyay where he shared his readings and outlook on the market and specific stocks and sectors.
Fri, 21 Jul 2017 16:09:28 +0530

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