Financial planning is usually an intricate process as it involves a lot of risk of losing hard earned money and being a technocrat, having limited financial investment exposure, I thought it would be better to approach to a Certified Financial Planner, who in terns, will help me to prepare my unbiased personal financial plan, which suits to my existing financial conditions and to fulfil my future family needs. Based on the recommendation of my friend and searching on internet, I found and approached Mr. Shibu Kunjappy, a paid CFP available near to me. During initial conversation I found everything in him that I wanted. In fact, Mr. Shibu Kunjappy, a professional CFP, fulfils all the applicable regulatory requirements that govern the services being provided and treats fairly with high integrity and objectivity. He is trustworthy and having ethical standards and conduct. He fairly treats to avoid any faulty information particularly risks associated with the market recommendations which are made during financial planning methods. He is well capable to establish a bond that allows the beginner open communication. He has enough confidence to take important steps to protect and secure the information physically and electronically. Tips provided by him appear to be genuine, profitable and secured. He works diligently to understand and gain a firm grasp to each of my goals, risk of tolerance and overall financial picture. His strategy suits not just for financial planning but tax planning, retirement planning and wealth management. He is a true gentleman. I would like to recommend him to those who are in the need of a planner to handle their finances for a good gain.
NAND KUMAR GOSWAMI
EX GM, BSP, BHILAI
Very professional service. I am completely satisfied with the advice Mr.Shibu gave me. I am planning to get his services periodically to make sure that I am on track
Kiran G
Thiruvananthapuram
I have availed the services of Finprudence Financials and Mr Shibu Kunjappy has provided valuable services. The financial analysis and report gave me good clarity for better financial planning. I wish him all the best!!!!
Dr. Sivakumar P
Chandigarh
Personalised and realistic approach to financial planning.
Arjun Nag
Bangalore