Our RIA Partners

Arindam Samanta

A business analyst, financial advisor and thinker focused on the convergence of finance and engineering to create value and economic growth of society, Arindam Samanta is a graduate of Computer science from WBUT in Kolkata and a master of Business administration from RCU at Belagavi, Karnataka.

Naveen Julian Rego

Naveen is a CERTIFIED FINANCIAL PLANNER CM from Financial Planning Standard Board of India, Certified Treasury Manager from ICFAI, Hyderabad, and Bachelor in Chemical Engineering from NITK, Surathkal, and M.A. in Economics from Pune University & MBA in Finance from Symbiosis Institute of Management Studies in Pune. Besides this, he is accomplished professional trainer (NISM certified) for many financial and educational institutions in India.

Suda Bhanu Prasad

Suda Bhanu Prasad is a certified financial planner having 10 years of experience in the financial sector. As of now he has 50 clients, also manages 50 crores of assets under mutual funds, bonds, fixed deposits and alternative investment funds like real estate

Sumit Duseja, CFA

An Investment Management & Advisory platform that provides a broad range of investment solutions and financial services. With the use of state-of-art technology, True Mind Capital aims to bring quality & premium professional advisory to help you achieve your investment and financial goals at affordable advisory cost.

Nikhil Deshpande

Falcoy Financial being Registered Investment Adviser (RIA) works in a fiduciary capacity. In simple terms, this means while providing our Wealth Management and Financial Planning service we manage investor's finances responsibly as a trustee. Fiduciary capacity binds our firm to treat the client's interests and benefit as the highest priority. These factors help us to work honestly and avoid conflict of interest. Working in fiduciary capacity is the highest form of functioning which is rewarding to the investors. Falcoy Financial is a firm which focuses and strives to follow ethical, good practices along with a fiduciary standard.

Udbhav Shah

DravyaSiddhi, a path of “Fee-Only” Investment advice, offers “NIL / Lower Commission based Products”. It is trying to address the biggest issue in the Investment world i.e. “Conflict of Interest” and “Mis-selling”. In short “DravyaSiddhi” is an “FEE-ONLY Investment Advisor” piloting “SUCCESSFUL and BUSY INVESTORS” to accomplish one’s financial responsibilities and goals with the help of “Financial Planning”, “Asset Allocation” and “Nil / Lower Commission based Products” in a Tax-efficient manner. The “Fee-Only” model has made it possible to join hands with clients in a transparent and trustworthy manner. The same model leads to build DIRECTIONAL (Towards Goals), FOCUSED (Manageable no. of Products) and CONTROLLED (click of a button) portfolio.

Urmil Trivedi

Urmil Trivedi, Chartered Wealth Manager (CWM®), Chartered Financial Goal Planner (CFGP®), Advanced Financial Goal Planner® (AFGP®) by American Academy of Financial Management (AAFM ), Fee Only SEBI Registered Investment Advisor (RIA) and Founder of RICHESSE INFINITE WEALTH. He is also designated as FAAFM Fellow of the American Academy of Financial Management®.
As a Registered Investment Advisor (RIA) with SEBI, we allow to charge only fees from clients and not receive any commission/ brokerages/ incentives from product distribution. We are “Fee Only Investment Advisor”. This ensures that the advice is unbiased.