Finsherpa is born from the words “Finance” and “Sherpa.”
Just like a Sherpa helps climbers reach the summit, we guide you on your journey to achieving your financial peak, helping turn your life’s aspirations into reality. At Finsherpa Investments Private Limited, we focus on your holistic financial planning, providing expert advice, seamless execution, and regular reviews to keep you confidently on course.
With our customised financial planning tools, we ensure that your short, medium, and long-term goals, whether it’s your child’s education, retirement, or other important milestones, are well planned and secure. We don’t just help you plan; we help you make informed investment decisions and stay with you every step of the way.
Explore our process flow to learn more.
We would not just stop there but help you to take an informed decision on your investments and help review it periodically as well. The process flow of the same is enclosed for your immediate reference.
Establish Client - Sherpa Relationship
Help Clients Identify their Financial Goals
Analyze Current Finances / Risk Profiling
Recommend Financial Plan & Investments
Implement the Plan
Monitoring & Review of the Investments
Finsherpa, with a well-experienced and qualified team of professionals and a collective experience of 80 years, is the partner you need to navigate these uncertain times and deliver the value you seek.
Finsherpa aims to be the most preferred wealth creation partner for professionals and individuals in their middle age.
To reach out to all types of professionals, such as doctors, lawyers, architects, corporate CXOs, non-resident Indians (NRIs) and other individuals in their middle age, with the objective of helping them plan and execute their investments to grow their wealth profitably.
Like a great tree reaching for the skies, our values keep us firmly rooted.
These principles guide everything we do:
Our investment advice is transparent, honest, and impartial.
Every team member holds the knowledge and expertise to deliver sound advice in their domain.
We safeguard the trust our clients place in us, ensuring their personal information remains strictly confidential.
We are attentive to our clients’ needs, understanding the unspoken and anticipating what matters most.
We aim for sustainable profitability, ensuring our long-term presence for the clients we serve.
We deliver services that are timely, efficient, and meet client expectations.
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5.0 rating on Google
I have been associated with Mr. Babu Krishnamurthy for the past 20+ years. As my financial advisor and investment consultant, he and his firm, Finsherpa, have given me invaluable investment advice, with balanced options for debt and equity over the years.
Babu's professional and ethical, yet caring demeanour have given me great confidence and earned my trust. Over the last couple of decades, he has been a good friend too. I wish him and Finsherpa all the very best in the future.
Senior Radiologist, Chennai
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5.0 rating on Google
I have known Mr. Babu Krishnamurthy for close to 20 years. He helped me streamline my investments early on and also set me on the path to prudent management of my personal finances. His strategy has helped me immensely in building a strong and diversified portfolio.
Genuine concern in achieving the best for his clients is what makes him stand apart. His abiding passion & deep knowledge make him a go-to choice for financial advice. I would highly recommend him to anyone wanting such support.
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5.0 rating on Google
My professional association with Babu dates back almost 25 years. His handling of my portfolio has given me great peace of mind. It’s been a pleasure dealing with his Team at Finsherpa over the past few years and I look forward to our future endeavours. My Best Wishes to Finsherpa.
Singapore
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5.0 rating on Google
Highly trustworthy wealth management firm ! I have a very high comfort level dealing with Mr. Babu and his team
Founder
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5.0 rating on Google
Finsherpa is my friend, philosopher and guide- when it comes to making sense of the material reality of life: Investments management! Babu Krishnamoorthy has been my guide for almost 15+ years. I appreciate his proactive approach, sense of balance and highly open- from the heart- conversations. I find that his team has similar qualities when it comes to getting things done thru their meticulous follow up, in-time reminders, and a state of preparedness for the various actions/transactions. Over all from the factors of Professionalism, Responsiveness,Qualitative processes and value for what you put in, I trust Finsherpa as my best ally! Keep it up Babu and Team! Raja Krishnamoorthy
Indian Director, Screenwriter and Actor
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5.0 rating on Google
It is hard to figure out the role of luck and skill with decisions aroud wealth management ....making it all the more important to pick someone with the credibility of Mr. Babu Krishnamoorthy. Has only one agenda which is to act in the best interest of his clients !
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Market downturn...
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