Deontic Advisors  - Certified Financial Planner (CFP) Advisor in Ishaq Colony, Hyderabad

Deontic Advisors - Certified Financial Planner (CFP) Distributors

Member since Apr 26, 2013

About Me
Truptesh Shah is Managing Partner of Deontic Advisors. I am a Qualified Financial Planner and specialise in areas of Financial Planning and Wealth Management. I manage the Financial Planning and Investment Management practice at Deontic Advisors LLP. Deontic Advisors LLP is an organistion founded by me and is in to the business of offering Fee based Financial Planning & Wealth Management Services. We adopt the Goal Based Planning approach and start any relationship with a client with a written Financial Plan. We offer.... wealth solutions beyond a life time. Specialties:Over the past 10-12 years I have developed my professional expertise around the following subjects: Financial Planning; Risk Planning; Employee Benefits and Retirement Planning; Investment Management; Tax Planning & Estate Planning; Family Expenses Budgeting; Personal Cash Flow Management (both for Long Term and Short Term); ESOP Planning; Salary Restructuring;
About Work Experience
I am a Qualified Financial Planner and specialise in areas of Financial Planning and Wealth Management. I manage the Financial Planning and Investment Management practice at Deontic Advisors LLP. Deontic Advisors LLP is an organistion founded by me and is in to the business of offering Fee based Financial Planning & Wealth Management Services. We adopt the Goal Based Planning approach and start any relationship with a client with a written Financial Plan. We offer.... wealth solutions beyond a life time. Specialties:Over the past 10-12 years I have developed my professional expertise around the following subjects: Financial Planning; Risk Planning; Employee Benefits and Retirement Planning; Investment Management; Tax Planning & Estate Planning; Family Expenses Budgeting; Personal Cash Flow Management (both for Long Term and Short Term); ESOP Planning; Salary Restructuring;
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

Affiliations
  • Founder member of the Federation of Financial Planners
Awards & Recognition
    Not Specified
Address
Deontic Advisors

D No.3-44-50, Plot No. 7, 3rd Floor,
Ishaq Colony, Secunderabad,
Ishaq Colony,
Hyderabad,
Andhra Pradesh, 500015

LICENSE

  Mutual Fund - ARN No. 77201 - Validity - 30-11-2014

  Certified Financial Planner (CFP) - FPSBI No. 15387 - Validity - 31-12-2050

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