Establish Client - Sherpa Relationship
Finsherpa is coined from a combination of “Finance” and “Sherpa”. Ever tried climbing a big mountain aka Everest ?.. you will need a SHERPA to help you reach the Summit. We are inspired by these tribe of Mountain Climbers who put their life at risk to ensure that the individual reaches his aspiration of summitting
At Finsherpa Investment Services.. we work with the wholistic needs of our clients in ensuring that they receive the best possible advice and efficient execution,
Finsherpa with its customized Financial Planning tools is well poised to help you plan your finances … so that your short , medium and long term needs for money like your children’s college education or your retirement etc is well provided for.
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 Identity their Financial Goals
Analyse 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 an experience of 80 years is the partner that you need to navigate these uncertain times to deliver the value you seek.
Finsherpa is the most preferred wealth creation partner for professionals and individuals in their middle age.
To reach out to all types of professionals like Doctors, Lawyers, Architects, Corporate CXOs, Non Resident Indians( NRIs) and other individuals in their middle age with the view to help them plan and execute their investments to grow their wealth profitably.
Even as we strive for the skies akin to a large tree, our values remain rooted.
We remain committed to our values that drive us
Investment advice provided is objective and transparent with intellectual honesty and impartiality.
Every team member possesses the knowledge and skill required to provide competent advice in their respective domains.
The trust and confidence bestowed upon us by our clients in sharing their personal information is maintained in strict confidence.
Finsherpa is sensitive to the needs of the client, understanding the unsaid and is proactive in anticipating Clients needs.
We strive to run a profitable operation as we believe that our long term survival is important to our clients whom we serve.
We provide services that are available on time, efficient and acceptable to our clients.
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
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.
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.
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