Finsherpa Investments Pvt Ltd
Holistic financial planning, expert investment advice, and wealth creation in Chennai.
About Finsherpa Investments Pvt Ltd
Finsherpa Investments Pvt Ltd is a financial advisory firm located on CP Ramaswamy Road in Chennai, Tamil Nadu. The company provides holistic financial planning, investment planning, tax planning, and estate planning services to help professionals, individuals, and families achieve their long-term financial goals and secure their wealth.
Services and products
- Investment Planning
- Tax Planning
- Financial Planning
- Estate Planning
Business details
Frequently asked questions
What types of clients does Finsherpa Investments Pvt Ltd primarily work with?
Finsherpa aims to serve professionals and individuals in their middle age, including doctors, lawyers, architects, corporate CXOs, NRIs, retail clients, and high-net-worth individuals.
What is the financial planning process followed by Finsherpa Investments Pvt Ltd?
The process involves establishing a client-sherpa relationship, identifying financial goals, analyzing finances and risk profile, recommending a plan and investments, implementing the plan, and conducting ongoing monitoring and reviews.
Who leads the team at Finsherpa Investments Pvt Ltd?
The firm is led by Chief Sherpa Babu Krishnamoorthy, alongside Senior Sherpa Shridhar, Senior Sherpani Bhuvaneshwari, Sherpani Sangeetha, and Kalaiselvi in operations.
Does Finsherpa Investments Pvt Ltd assist with tax-related transactions?
Yes, the firm provides guidance on special transactions with significant tax implications such as the sale of property, shares, ESOPs, and businesses, coordinating closely with the client's Chartered Accountant.
What services does Finsherpa Investments Pvt Ltd offer for asset inheritance?
The firm provides estate planning services which involve structuring investments for smooth generational transition and assisting clients in creating Wills, trusts, and other legal documents.
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