Financial awareness made easy

SEBI Registered Certified Financial Planner

Upasana Mondal

I am a Certified Financial Planner (CFP) which is awarded by Financial Planning and Standards Board, India. A fellow of Insurance Institute of India, (FIII) recognized by Govt. of India, IRDA and insurers in India and abroad and an MBA. Worked with Canara HSBC Life Insurance, and also with Ameriprise (leading financial planners in US though they have closed their Indian financial planning business). Worked on more than 500 financial plans since 2011.

I am a fee only independent financial advisor registered with SEBI, which means there is a fixed fee you pay for getting a financial plan. I am not associated with commissions from products so that you get an unbiased advice.

Blog Posts

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Buying a Home

Retirement Planning

Student Loan

Blog 4

Blog 5

Blog 6

In Media

In Articles

My list of Top Fee-only Financial Planners in India (Part-4) | Based on my interactions & observations

Education Planning for my Child

How May I Help You?

Lorem ipsum dolor sit amet elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Work With Me

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Unim ad minim veniam, quepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim.