INSIGHTFUL - Top Financial and Investment Advisor, Planner in India.

About INSIGHTFUL

We provide Professional Financial Planning, Investment Advisory and Wealth Management services to individuals and families. Although we are based in Coimbatore, India, 80% of our clients are from other cities like Chennai, Bangalore, and many NRIs from around the world. Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.

 

 

Our values

We are built on the uncompromising foundation that financial advice should be unbiased and honest. For this reason, we are a fee-only service, not involved in product sales. The advice is professional, well researched, personalized, value driven, trustworthy and is always client focused.

 

Vikram Krishnamoorthy

Vikram Krishnamoorthy

Vikram has been in the Financial Planning field since 2006 and founded INSIGHTFUL in 2014, having identified that there is a lot of value to be created for individuals by providing unbiased financial advice and wealth management services. He has an ‘MBA in Finance’, a ‘Post Graduate in Financial Planning’ from Canada, and was a ‘Certified Financial Planner’ (CFP) there for 8 years. His experience includes working for international banks, the government, and has a good understanding of both Indian and international markets and products. He is passionate about personal financial management, financial literacy and is a strong advocate for financial advice that focuses solely on the individual.

LINKS TO VIKRAM’S GUEST POSTS ON OTHER BLOG WEBSITES

My Journey as a Fee-Only Financial Planner : Blog link

Steps to build your own business from scratch : Blog link

What is the real purpose of a Financial Plan? : Blog link

NRI Financial Planning. Factors to consider : Blog link

Employee Stock Options. Impact in Financial Planning : Blog link

How lifestyle inflation can impact our financial stability : Blog link


Vikram is a ‘Registered Investment Adviser’ (RIA) with the ‘Securities and Exchange Board of India’ (SEBI), one among the few hundred individual advisers in India and only a handful in Tamil Nadu, licensed to provide holistic financial advice.