Fee Only Adviser

About Me:

I am Neha Sinha, a SEBI Registered Investment Adviser (Reg. No. INA000020208), I offer unbiased, fee-only financial advice tailored to suit to your unique goals and circumstances.

With over 10 years of experience in banking, personal finance and investment advisory, I am committed to helping individuals and families make informed, data-driven financial decisions without any conflict of interest.

My approach is built on transparency, integrity, and education. Whether you're planning for retirement, saving for your child's education, or looking to optimize your investments, I provide personalized strategies rooted in sound financial principles and regulatory compliance.

Qualifications & Credentials:

• SEBI Registered Investment Adviser Licence - INA000020208

• Retirement Planning Certification - NISM

• Certified Associate of Indian Institute of Bankers (CAIIB)

Why You Need Financial Planning & Investment Advice ?

"Because building wealth isn’t about luck,  it’s about having a plan"

In today’s complex financial world, information is everywhere, but clarity is rare. A SEBI Registered Investment Adviser (RIA) helps you cut through the clutter with personalized, unbiased, and goal-oriented advice that puts your interests first.

What You Gain with Professional Advice ?

• Clear Direction - Turn your dreams like a new home, your child’s education, early retirement into well-defined, achievable financial goals with step-by-step planning.

• Smarter Investment Decisions - Forget random stock tips. Get asset allocation, mutual fund selection, and portfolio strategies tailored to your risk profile and time horizon.

• Protection Against the Unexpected - Prepare for life’s uncertainties, from health emergencies to market downturns with contingency plans that keep your finances resilient.

• More Time, Less Stress - Avoid DIY confusion and decision fatigue. Let a professional guide your financial strategy while you focus on what matters most, your career, family, and life.

• Discipline for Long-Term Wealth - We help you stay consistent, review your portfolio regularly, and rebalance as needed all essential ingredients for long-term success

• Behavioural Coaching - Markets can test your emotions. We keep you grounded, rational, and aligned with your goals — especially when fear or greed kicks in.

Still Thinking ??

"Financial planning isn’t just for the wealthy, it’s how people become WEALTHY"
Start your journey with the advice that is conflict-free, research-backed, and completely tailored to you.

Book your consultation today and take the first step toward financial clarity.