Welcome to ProgressPlanners
Progress Planners is a SEBI Registered Investment Advisor (RIA) formed under the principle that each client deserves inexpensive, tax efficient, transparent, customised and superior portfolios that should work seamlessly with a client’s financial plan to achieve the goals in life
What We Offer
Wealth Management
Manging wealth as per your financial plan is the art and science of asset allocation and interplay of suitable sub assets and products customised to your requirements. We create and manage portfolios from a wide basket of products including Mutual funds Stocks Real estate Precious metals Portfolio Management Services Alternate Investment Funds Structured investment tools Bank & Corporate deposits Art and Overseas investments
Financial Planning
Holistic financial planning based of life goals encompasses all facets of your financial goals in creating, protecting and transfering wealth. Investment planning Tax planning Risk management & Insurance planning Cash and Credit management Retirement planning Estate /Succession planning
Retirement & Income
Institutional Advisory Service
We help institutions in fund raising and funds management .The services include Debt syndication Investment banking Business consulting Regulatory compliance, India entry services to overseas investors. Corporate treasury management
Why you should choose us
We have a holistic approach and structured process to create executable plans to make the financial lives of our clients simple and hassle free. We are a friend in need, philosopher in money management and guardian of your wealth. Our journey together has these milestones…
- Review your existing financial situation
- Assessing & analysing of life goals
- Creation of a Financial Plan – a frame work for wealth creation
- Asset allocation as per goals
- Selection of securities and funds
- Managing balance in the trinity – Return, Risk and Liquidity
- Setting up online account for investments and tracking
- World class research, analytics and CRM using state of the art technology
- Hassel free investments & customised tracking
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MANAGEMENT TEAM
A former senior banking professional with 23 years of managerial experience with leading private sector banks, including ING, AxisBank and ICICI Bank. During his tenure, he worked in NRI advisory, Wealth Management, Corporate & SME Banking in different markets from rural to metro. His expertise includes Credit, Forex Operations, Retail banking and Wealth Management.
Abhilash Gopal is a Certified Financial Planner (CFP) with Financial Planning Standards Board, India (FPSB). He holds professional degree and Post-Graduation in Banking & Finance Management from College of Co-operation, Banking and Management, Kerala Agricultural University.
Abhilash Gopal manages the functional resposnibilities of Investment Advisory, Debt Syndication, Consulting and Fianance at Progress Planners.
Arun Aravind has a career span of 23 years in Banking and Financial Services in India and Middle East. He handled leadership roles such as Regional Head (TN & Kerala) for BNP Paribas AMC, Vice President -Sales & Distribution for HSBC MF, Regional Sales Manager (Middle East & North Africa) for HSBC Global Asset Management, Regional Head-Kerala for Reliance MF. He had managed HNI /Institutional business during the stint with Stock Holding Corporation of India (SHCIL) and channel management in Kerala Co-operative Milk Marketing Federation (KCMMF) during the early stage of career.
Academic credentials include professional degree in Banking from College of Co-operation, Banking and Management- Kerala Agricultural University, Masters in Finance Management from Pondicherry University along with certifications in Investment advisory and Mutual Funds from National Institute of Securities Management ( NISM).
Arun Aravind manages the responsibility centres for Wealth management, Institutional Advisory and Operations in Progress Planners.