Our Only Interest
is your best Interest.
Finpro is a purely fee based Financial Planning and Wealth Advisory firm. As CERTIFIED FINANCIAL PLANNERDescription: C:\Users\Jagan Mohan\Pictures\CFP_logo.jpg (CFPDescription: C:\Users\Jagan Mohan\Pictures\CFP_logo.jpg) Professionals, we strictly adhere to Code of Conduct as set out by FPSB India. Our only source of income is the fee we charge for our services. We do not sell insurance or any other financial products. Since we are not associated with any product, We provide unbiased advice to our clients as per their needs in the area of Financial Planning and Wealth Management.
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Financial Planning is one of the best things ever to happen in one’s life. Being a financial planning professionals we help people to realise their dreams and goals and bring joy and happiness in their lives.

Apart from one of the great professions, Financial Planning is a movement. A movement which helps thousands of people to realise their dreams and achieve financial freedom. We want people like you to join the movement by associating with us and contribute to the society.
Whatever may be your existing profession, by associating with us you can:
  • Further enhance your reputation in society as a Professional with high Standards and Contributor to Society.
  • You can augment your existing income sources.
  • You being an associate, need not compromise on your freedom and ethics, since our model is to work with each other and not working for others.

Presently, we are looking for associates from the following fields:

01. Professionals such as Chartered Accountants, Cost Accountants, Company Secretaries:
You being one of the above professionals, ensuring your client’s interest by guiding them through various statutory obligations in their business/ profession. By associating with us you can ensure their financial wellbeing and help them to achieve financial freedom.

Being a professional bound by your professional regulations, we know that you cannot form any association with other professionals. Hence, we developed a referral system through which you will refer us to your existing and prospective clients and rest will be taken care by us. We also conduct Financial Planning workshops for your existing and prospective clients at your place on your behalf which helps in a long way in your client relationships.

02. Existing IFA’s Who Are AMFI Certified:

Many people in this category are struggling to remain in the business due to various reasons. There are many success stories once you transform your selves from Product Seller to Financial Planner. By associating with us you get a platform to offer entire range of financial planning services to your existing as well as new clients. You can enhance your credentials as a professional and also can augment your income sources. By associating with us you will continue to offer products under your existing platform and for planning services you are joining with us.

03. Ex-Senior Bankers:
By serving in the financial services industry for several years, you are accustomed to providing best client services at all times. If you want to serve the society, you can associate with us and we will provide you a platform to offer financial planning services in your place. We also provide you basic training and impart necessary skills which helps you to serve in the field of financial planning.

To know further, please contact with your details at: hr@myfinpro.com
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