About INSIGHTFUL
We have been providing Professional Financial Planning, Investment Advisory and Wealth Management services to individuals and families since 2014. Although based in Coimbatore, India, 95% 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 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.
PODCAST AND BLOG LINKS
Vikram’s audio interview with The Growth Mindset podcast
Link to The Growth Mindset podcast site
Vikram’s video podcast with OfSpin Media & Freefincal
Link to OfSpin Media podcast site
VIKRAM’S GUEST BLOG POSTS ON OTHER WEBSITES
My Journey as a Fee-Only Financial Planner : 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
What is the real purpose of a Financial Plan? : Blog link
Steps to build your own business from scratch : Blog link
“We are a ‘Registered Investment Adviser’ (RIA) with the ‘Securities and Exchange Board of India’ (SEBI), one among the few hundred advisers in India and only a handful in Tamil Nadu, licensed to provide holistic financial advice.”
INSIGHTFUL is a member of ‘Fee-Only India’ (FOI), an association of like-minded, unbiased SEBI Registered Financial Planners. You can always find similar services from one of these planners to work with, listed here.
