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.


Harish Krishnan Cement is likely to benefit from consolidation in the sector, government spending and demand revival, said Harish Krishnan of Kotak Mutual Fund.
Thu, 29 Jun 2017 16:26:04 +0530


Corrections will always be good, lead to long-term investing: AMFI Chairman In an interview to CNBC-TV18, A Balasubramanain, Chairman at AMFI shared his readings and outlook on the market fundamentals. He also spoke about the AMFI Mutual Fund Summit.
Tue, 27 Jun 2017 17:02:42 +0530


Earnings to be key driver for market; bullish on some financial services: DSP BlackRock Anup Maheshwari of DSP BlackRock feels valuations are stretched, but earnings growth will help the market. He likes PSU banks as well as books will be in better shape in 12-18 months.
Mon, 19 Jun 2017 10:54:07 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


Kotak#39;s Harsha Upadhyaya says its time to tread with caution; bets on rural recovery Harsha Upadhyaya of Kotak Mutual Fund believes that the pace of earnings recovery against inflows are slower. He likes consumer discretionary space and cements, and sees downside for IT.
Tue, 13 Jun 2017 11:37:17 +0530


Dr.Renu Pothen The trend of older or conservative investors moving their life savings into balanced funds essentially means that they are convinced these funds can give them regular dividends that can beat fixed deposits by a good margin over the medium to long term.
Thu, 08 Jun 2017 14:31:58 +0530


RBI may not change their stance but expect them to be less hawkish this time: SBI MF The 7th of every month is Mutual Fund Day here at the CNBC-TV18 stable. In an interview to CNBC-TV18, Navneet Munot, CIO of SBI MF shared his views and outlook on financial health as well as his expectations from Reserve Bank of India (RBI) policy.
Wed, 07 Jun 2017 14:26:00 +0530


See midcaps correcting; like retail banks, auto: Motilal Oswal MF#39;s Gautam Sinha Roy In the near term, the government will try to keep the impact of GST least disruptive as possible
Wed, 31 May 2017 13:04:45 +0530


Anil Rego The most important principle in lump-sum investing, especially in equity funds, is to maintain your calm and equanimity.
Tue, 30 May 2017 12:29:49 +0530


Amar Pandit Mutual fund is a professionally-managed investment scheme, run by an asset management company (AMC) that pools together a group of people and invests their money in instruments/assets for a common investment objective. As compared to PMS, MFs have a wider range of investment options, that an investor can invest in based on his risk profile.
Fri, 26 May 2017 11:41:42 +0530


Joydeep Sen Bank deposits and fixed income mutual funds differ with each other on a key parameter.
Fri, 19 May 2017 09:56:58 +0530

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