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Launching Fee-Only Financial Planning Service!

June 21, 2018by Basavaraj Tonagatti

It is pleasure to share with you all that I am launching a Fee-Only Financial Planning Service. I have received my SEBI RIA registration certificate. Hence, happy to launch the much awaited Fee-Only Financial Planning Service.

Launching Fee-Only Financial Planning Service

As you may be aware that during the 6th Birthday of my blog, I have announced you that I am planning to launch Fee-Only Financial Planning Service. It took time due to some issues at my end and also with SEBI.

However, finally, I have received the SEBI RIA (Registered Investment Adviser ) registration certificate yesterday.

Why have I started Fee-Only Financial Planning Service?

When I completed CFP in the year of 2011, I was unaware that one-day SEBI will bring this regulation. That turned reality in the year of 2013. However, to be eligible to apply for SEBI RIA, one must also be a graduate along with other required educational and experiences.

But the biggest hurdle in my case was that I was an undergraduate (even though completed CFP). This took lot of time for me to complete graduation and then apply for SEBI RIA.

I always have an intention that services or guidance to investors must be CONFLICT-FREE. But such conflict-free advice is not possible if I am associated with any Mutual Fund Companies or Insurance companies.

SEBI RIA regulations are very much strict in this front that once we register ourself then we must not sell any products nor eligible to earn the commission or remuneration in whatever way. We have to depend on fee we receive as a compensation for our service of financial planning.

Hence, I felt that SEBI RIA is the only way forward if advisers are customer centric and ready to offer conflict-free and trustworthy financial planning service.

This made me to register myself as SEBI RIA.

Whether I continue blogging and replying to readers comment?

For few, there is an apprehension that I may stop blogging and reply to readers comments. No such plan in my mind. Blogging is my blood and replying to my readers comments, emails and social media messages will continue as long as I am alive 🙂

Hence, I will continue blogging as I was earlier and will also be active in replying to all my readers comments.

What is Fee-Only Financial Planning Service involves?

I already created a page for this particular section (Fee-Only Financial Planning Service). You can view the complete details of my service and fee I charge for the same.

I explained all the details related to service. If you still have doubts, then you can approach me directly for the same.

Is this Fee-Only Financial Planning Service for Bangaloreans only?

As I stay in Bangalore, it is common for others to ask this question. However, due to technological advancement, now distance does not matter. Hence, this service is for Bangaloreans and also other parts of India and world.

We can connect and set meetings through Skype or Whatsapp calls easily and data can be shared through emails.

Hence, my service is open to all irrespective of their geographical presence.

Thanks to all who supported me from ZERO to this level and I hope that you will support and guide me in future also.

Refer-Service details page at “Fee-Only Financial Planning Service“.

Category: Investment PlanningTag: Fee-Only Financial Planning Service

About Basavaraj Tonagatti

Basavaraj Tonagatti is the man behind this blog. He is SEBI Registered Investment Adviser who is practicing Fee-Only Financial Planning Process and also an Independent Certified Financial Planner (CFP), engaged in blogging since 7 years. BasuNivesh blog is ranked as one among India's Top 10 Personal Finance Blog. He is not associated with any Financial product/service provider. The purpose of this blog is to "Spread personal finance awareness and make them to take informed financial decisions." Please note that the views given in this Blog/Comments Section/Forum are clarifications meant for reference and guidance of the readers to explore further on the topics/queries raised and take informed decisions. These should not be construed as investment advice or legal opinion."

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Reader Interactions

Comments

  1. Venkatesh Kolla

    September 3, 2018 at 8:38 PM

    Your blogs are very helpful. All the best!

    Reply
    • Basavaraj Tonagatti

      September 4, 2018 at 7:09 AM

      Dear Venkatesh,
      Thanks for your kind words.

      Reply
  2. vivek

    July 24, 2018 at 8:36 PM

    Hi Basu,
    May I know the fees for financial planning

    Reply
    • Basavaraj Tonagatti

      July 24, 2018 at 8:38 PM

      Dear Vivek,
      Refer the page “Fee-Only Financial Planning Service“.

      Reply
  3. Kishor

    July 24, 2018 at 3:46 PM

    Congratulations (Y) and All the Best 🙂

    Reply
    • Basavaraj Tonagatti

      July 24, 2018 at 3:53 PM

      Dear Kishor,
      Thanks for your wishes.

      Reply
  4. Gautham

    July 18, 2018 at 7:42 PM

    HI Basu

    Have been a regular follower of your blogs.Also you have provided answers to questions

    Wishing you all the best

    Reply
    • Basavaraj Tonagatti

      July 18, 2018 at 8:31 PM

      Dear Gautham,
      Thanks a lot for your wishes.

      Reply
  5. PAPPU

    July 6, 2018 at 2:59 PM

    Dear Basu,
    All the best for your new venture.
    By Gods grace and your hard work, you will reach great heights.
    Please continue blogging.

    Reply
    • Basavaraj Tonagatti

      July 6, 2018 at 6:18 PM

      Dear Pappu,
      Thanks for your wishes 🙂

      Reply
  6. Vinod

    July 4, 2018 at 11:23 AM

    Best of luck…

    Reply
    • Basavaraj Tonagatti

      July 4, 2018 at 7:25 PM

      Dear Vinod,
      Thanks a lot 🙂

      Reply
  7. sachin

    July 2, 2018 at 11:17 AM

    All the best !!!

    Reply
    • Basavaraj Tonagatti

      July 2, 2018 at 11:27 AM

      Dear Sachin,
      Thanks a lot 🙂

      Reply
  8. Saleem

    June 30, 2018 at 6:13 PM

    Hello Basu,
    great to hear this, good luck in your endeavor. I am sure it is as unbiased and for the benefit of customers as you were doing it all along!
    All the best

    Reply
    • Basavaraj Tonagatti

      June 30, 2018 at 6:19 PM

      Dear Saleem,
      Thanks a lot for your wishes 🙂

      Reply
  9. Shalabh

    June 27, 2018 at 3:39 PM

    Hi,
    Congrats Basu Sir & all the best & keep us providing a good work.

    Reply
    • Basavaraj Tonagatti

      June 27, 2018 at 5:04 PM

      Dear Shalabh,
      Thanks for your wishes and surely I do share my knowledge with you all.

      Reply
  10. Raj

    June 27, 2018 at 6:25 AM

    Congratulations Basu Sir & all the best…!!

    Reply
    • Basavaraj Tonagatti

      June 27, 2018 at 9:41 AM

      Dear Raj,
      Thanks a lot.

      Reply
  11. Sagar

    June 26, 2018 at 1:29 PM

    Congrats Basu and all the best for this endeavour.

    Reply
    • Basavaraj Tonagatti

      June 26, 2018 at 1:38 PM

      Dear Sagar,

      Thanks for your wishes.

      Reply
  12. Sany

    June 26, 2018 at 1:13 PM

    Congrats . You deserve it . Best of luck.

    Reply
    • Basavaraj Tonagatti

      June 26, 2018 at 1:41 PM

      Dear Sany,

      Thanks for your positive words.

      Reply
  13. Viren

    June 25, 2018 at 4:02 PM

    All the best 🙂

    Reply
    • Basavaraj Tonagatti

      June 25, 2018 at 5:10 PM

      Dear Viren,
      Thanks.

      Reply
  14. sat

    June 25, 2018 at 2:08 PM

    Hi Basu Sir,
    Hearty Congratulations and highly appreciated. All the Best!!!!

    Reply
    • Basavaraj Tonagatti

      June 25, 2018 at 2:14 PM

      Dear Sat,
      Thanks for your kind wishes.

      Reply
  15. Ramakrishna

    June 25, 2018 at 10:37 AM

    All the best Basu ji. Ramakrishna from Hyderabad

    Reply
    • Basavaraj Tonagatti

      June 25, 2018 at 10:39 AM

      Dear Ramakrishna,
      Thanks for your wishes 🙂

      Reply
  16. Apurv

    June 24, 2018 at 5:30 PM

    Congrats and wish you all the best.

    Reply
    • Basavaraj Tonagatti

      June 24, 2018 at 5:31 PM

      Dear Apurv,
      Thanks for your wishes.

      Reply
  17. Uttam Sahu

    June 24, 2018 at 12:01 AM

    Congratulations for your achievement. I also want to know the fee for financial planning. Please inbox me at uttamsahu.2011@rediffmail.com

    Reply
    • Basavaraj Tonagatti

      June 24, 2018 at 3:03 PM

      Dear Uttam,
      Refer the service page of my blog “Fee-Only Financial Planning Service“.

      Reply
  18. Pankaj

    June 23, 2018 at 10:24 PM

    Nice initiative. Best of Luck

    Reply
    • Basavaraj Tonagatti

      June 24, 2018 at 3:02 PM

      Dear Pankaj,
      Thanks for your wishes.

      Reply
  19. Varun

    June 23, 2018 at 3:21 PM

    All the very best . You deserve the world of success for the unbiased help you have given thousands of investors

    Reply
    • Basavaraj Tonagatti

      June 23, 2018 at 6:52 PM

      Dear Varun,
      Thanks for your wishes.

      Reply
  20. Satish

    June 22, 2018 at 10:11 PM

    Hi Basu, I’m looking forward, I have been following your articles and they are addressing most fin world questions and also that is my mind but could not spill 🙂
    good luck on the fee-only service, but it will be good if you keep it an affordable to the general public and fixed income people like me!

    Reply
    • Basavaraj Tonagatti

      June 23, 2018 at 9:17 AM

      Dear Satish,
      Thanks for your kind words. Regarding fee, I already mentioned in my service page and I hope it is affordable to all mass.

      Reply
  21. Deepesh Raghaw

    June 22, 2018 at 11:43 AM

    Many congrats Basu!!!
    Welcome to the tribe.
    I am sure many will benefit through your service.
    Wish you the very best.

    Reply
    • Basavaraj Tonagatti

      June 22, 2018 at 12:28 PM

      Dear Deepesh,
      Thanks for your kind wishes 🙂

      Reply

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