PROFICIENT FINANCIAL PLANNERS

www.proficientplanners.in

We are Sebi registered Investment advisors and specialise in helping people draw their financial road map to achieve their financial goals. Our team consists of 3 Certified Financial planners who collectively have over 12 years of experience in Financial planning. We also conduct Financial literacy programmes for corporate employees to empower them in independently managing their finances. Our Founder Mr. Steven Fernandes has also authored the book " There is always a financial solution" which consists of 10 real life financial case studies.

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We are Sebi registered Investment advisors and specialise in helping people draw their financial road map to achieve their financial goals. Our team consists of 3 Certified Financial planners who collectively have over 12 years of experience in Financial planning. We also conduct Financial literacy programmes for corporate employees to empower them in independently managing their finances. Our Founder Mr. Steven Fernandes has also authored the book " There is always a financial solution" which consists of 10 real life financial case studies.

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Country

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City (Headquarters)

Thāne

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Employees

1-10

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Founded

2010

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  • Founder and Chief Planner

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