ABOUT US
ABOUT US
Steven Nelson Fernandes
Sebi reg no- INA000001596
BASL id- BASL1355
Steven Nelson Fernandes is a SEBI Registered Investment Advisor and runs a FEE ONLY Financial Planning advisory firm, started in September 2009. We cater to a diverse set of clients from salaried to business owners. Our clientele comprises of people passing through various life cycles, starting from the young and single, married couples including retirees. We have drawn several financial plans for clients and are therefore capable of understanding the unique requirements of each individual/ family and thereby provide appropriate advice. We understand that each individual’s financial requirements are unique and we emphasize strongly on understanding your requirements and attending to the minutest of details which will enable us to provide you right advice.
We also take up corporate training and investor education programmes in the area of Financial Literacy, Investment management, Financial Planning, etc.
Steven Nelson Fernandes
Steven Nelson Fernandes is a SEBI Registered Investment Advisor and runs a FEE ONLY Financial Planning advisory firm, started in September 2009. We cater to a diverse set of clients from salaried to business owners. Our clientele comprises of people passing through various life cycles, starting from the young and single, married couples including retirees. We have drawn several financial plans for clients and are therefore capable of understanding the unique requirements of each individual/ family and thereby provide appropriate advice. We understand that each individual’s financial requirements are unique and we emphasize strongly on understanding your requirements and attending to the minutest of details which will enable us to provide you right advice.
We also take up corporate training and investor education programmes in the area of Financial Literacy, Investment management, Financial Planning, etc.
Our Team
Our Team
Mr. Steven Fernandes
Steven Fernandes is a Certified Financial Planner and founder of Proficient Financial Planners. He has been in the financial services industry since the year 2000 when he started of as an independent insurance consultant moving to mutual funds and then finally starting Proficient Financial Planners in the year 2009.
In 2014 he registered with SEBI as a Registered Investment advisor and started FEE ONLY financial planning services.
Mr. Fernandes has been writing extensively in the media since the year 2013 and has authored more than 200 case studies published in the prestigious Business Standard Newspaper. He has also written more than 50 articles across various publications such as India Today, Dainik Bhaskar, Daijiworld and Moneycontrol website.
In the year 2017 he authored his first book, “ There is always a financial solution” which is a compilation of 10 real life case studies of people across all age groups, starting from bachelor to Retired couple. Besides he is also actively involved in conducting financial literacy programmes for employees of various corporates. On the CSR front he has conducted financial literacy programmes across nearly 100 colleges and has so far addressed more than 30,000 students across Maharashtra, MP and Goa in association with the Consumer Guidance Society of India.
He is also the member of The Financial Planners Guild, India, which is a small group of RIA only advisors.
Mr. Fernandes is an avid Trekker and marathon runner. His other interests are singing and is also part of a small theatre group in Thane.
Mr. Fernandes advocates work life balance and imparts highest weightage to Ethics.
Mr. Steven Fernandes
Steven Fernandes is a Certified Financial Planner and founder of Proficient Financial Planners. He has been in the financial services industry since the year 2000 when he started of as an independent insurance consultant moving to mutual funds and then finally starting Proficient Financial Planners in the year 2009.
In 2014 he registered with SEBI as a Registered Investment advisor and started FEE ONLY financial planning services.
Mr. Fernandes has been writing extensively in the media since the year 2013 and has authored more than 200 case studies published in the prestigious Business Standard Newspaper. He has also written more than 50 articles across various publications such as India Today, Dainik Bhaskar, Daijiworld and Moneycontrol website.
In the year 2017 he authored his first book, “ There is always a financial solution” which is a compilation of 10 real life case studies of people across all age groups, starting from bachelor to Retired couple. Besides he is also actively involved in conducting financial literacy programmes for employees of various corporates. On the CSR front he has conducted financial literacy programmes across nearly 100 colleges and has so far addressed more than 30,000 students across Maharashtra, MP and Goa in association with the Consumer Guidance Society of India.
He is also the current president of the Financial Planners Guild, India, which is a small group of RIA only advisors.
Mr. Fernandes is an avid Trekker and marathon runner. His other interests are singing and is also part of a small theatre group in Thane.
Mr. Fernandes advocates work life balance and imparts highest weightage to Ethics.
Mr. Kishan Moraniya
Mr. Kishan is a Post Graduate in Commerce by qualification. He has also completed his certification as Certified Financial Planner and Insurance Licenciate. He helps in drawing Financial plans, Research and is a senior member of the Financial Planning division. He has been working since 2017 at Proficient Financial Planners.
He is soft spoken, cool headed gentleman who also loves to Trek, watch action movies and photography.
Mr. Kishan Moraniya
Mr. Kishan is a Post Graduate in Commerce by qualification. He has also completed his certification as Certified Financial Planner and Insurance Licenciate. He heads the Financial planning division and has been working since 2017 at Proficient Financial Planners.
He is soft spoken, cool headed gentleman who also loves to Trek, watch action movies and photography.
Mr. Amey Vaze
Mr. Amey Vaze is a Mechanical Engineer by education and also a Certified Financial Planner. He has over 16 years of corporate experience and helps in Conducting Financial Literacy and Corporate workshops. He also helps in the construction of Financial Plans.
He has interests in Geopolitics, World Economics and is also an avid Trekker.
Mr. Kaushal Shinde
Mr. Kaushal Shinde is a commerce graduate. He works as a trainee Financial planner.
He has interests in geopolitics and technological updates apart from listening to podcasts, reading comics and playing chess.
Mr. Niraj Gudhka
Mr. Niraj is a Commerce Graduate and has cleared the Certified Financial Planner course. He is presently pursuing M.com. He handles Operations and Compliance at the firm.
He loves reading and gaming.
Mr. Niraj Gudhka
Mr. Niraj is a Commerce Graduate and a Certified Financial Planner. He handles Operations and Research at the firm.
He loves reading and gaming.
Our Published Book On Financial Planning
Our Published Book On Financial Planning
Mr. Steven Fernandes published his first book titled
“ There’s Always a Financial Solution…and it starts with a good Financial Plan” in the year 2017. The book consists of 10 Real life case studies of people across various age groups starting from a young bachelor, spinster, young couple, widow, middle aged family to a retired couple.
“ There’s Always a Financial Solution…and it starts with a good Financial Plan”
in the year 2017. The book consists of 10 Real life case studies of people across various age groups starting from a young bachelor, spinster, young couple, widow, middle aged family to a retired couple.
About the Book
Financial details are provided in an easy to understand format and solutions are suggested to each of the case studies as per their requirements. The story format of each case study makes it an interesting read.
This book is recommended for anyone in the age group of 25 to 60, especially those seeking some guidance on streamlining their personal finance.
About the Book
Financial details are provided in an easy to understand format and solutions are suggested to each of the case studies as per their requirements. The story format of each case study makes it an interesting read.
This book is recommended for anyone in the age group of 25 to 60, especially those seeking some guidance on streamlining their personal finance.
How to Find Us
Fill up the Form and Ask Your Queries
support@proficientplanners.com
Head Office Address
Proficient Financial Planners, Unit No.620, Omega Business Park, Road No.33, Near Kamgar hospital, Wagle Industrial estate, Thane (West) - 400604
How to Find Us
Fill up the Form and Ask Your Queries
support@proficientplanners.com
Head Office Address
C-5/602 Hyde park Orchid CHS,
Ghodbunder road,
Thane (West) - 400610