Proficient Financial Planners
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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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Niraj Gudhka
Operations Executive · Operations
EmailPhone - KM
Kishan Moraniya
Financial Planner · Finance & Accounting
EmailPhone - SF
Steven Fernandes
Owner · General Business & Management
EmailPhone
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Top roles at Proficient Financial Planners
5 distinct titles indexed · top 5 shown.
- 1certified financial planner
- 1financial planner
- 1operations executive
- 1owner
- 1para planner
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