Fee Only Adviser

About Me

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 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

• Smarter Investment Decisions

• Protection Against the Unexpected

• More Time, Less Stress

• Discipline for Long-Term Wealth

• Behavioral Coaching

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 a free consultation today

I am Neha Sinha, a SEBI Registered Investment Adviser. I offer unbiased, fee-only financial advice tailored to suit to your unique goals and circumstances.

Call us on: 9152820502