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Unbiased Financial Advice for Fully Informed Decisions
INSIGHTFUL has been providing professional Financial Planning, Investment Advisory and Wealth Management services since 2014. Based in Coimbatore, India, the firm serves clients across Chennai, Bangalore and numerous NRIs globally, with 95% of clients located outside its home city. Its mission is to help families realize their financial goals by understanding unique needs, educating them on available options and enabling fully informed financial decisions.
INSIGHTFUL operates on the uncompromising foundation that financial advice must be unbiased and honest. It is a fee-only service, not involved in product sales. The advice provided is professional, well-researched, personalized, value-driven, trustworthy and always client-focused.
Vikram Krishnamoorthy
Founder & Financial Planner
Vikram has been a financial planning professional since 2006 and founded INSIGHTFUL in 2014. He holds an MBA in Finance, a Post Graduate qualification in Financial Planning from Canada and was a Certified Financial Planner (CFP) there for 8 years. His experience includes working with international banks and government institutions, with strong knowledge of Indian and international markets. He is passionate about personal financial management, financial literacy and unbiased advice focused solely on individual needs.
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