Procyon Financial Planners Pvt Ltd is a pioneer financial planning services company in Bangalore promoted by CERTIFIED FINANCIAL PLANNERCM
At Procyon Financial Planners, we offer financial planning, investment & wealth management services, financial products and solutions to Resident and Non Resident Indians. In a short span of 5 years, we are providing services to 289 families comprising 350+ individuals who are on their way to achieve financial freedom.
The financial plan we create is the beginning of a long term relationship that is based on trust and transparency. The plan would offer you solutions and it is never a preface to sell you a product. Our proprietary 3-stage process, an outcome of our pioneering work and years of experience in the industry, is designed to know your particular situation and need based on several parameters such as your existing assets and liabilities, cash flows, your ability and willingness to take risks, your past behaviour and emotions in relation to money and finance, your implicit and explicit needs and goals across the time horizon. Ultimate aim of any financial planning process is to give you clarity about your finances and peace of mind. If that is what you are looking for then you are at the right place. Our proprietary 3-stage financial planning process lays strong foundation for a durable financial situation, transforms your dreams and goals in to reality and gives you the roadmap for long term wealth creation.
If you have already acquired wealth, you may need caring people to conserve and enhance your wealth, create tax efficient cash flows for your current needs and a plan to transfer the wealth to your legatees. You will find our 5-stage private wealth management process the right solution.
Why Financial Planning?What’s the best investment you can make? Stocks, Mutual Funds, Property, Gold, Fixed Deposits or even Insurance? At Procyon Financial Planners, we think, the best investment you can make is your financial plan itself.
Certified Financial Planner (CFP)
CFP is the peak professional qualification in personal financial planning. As Certified Financial Planners (CFPs), we believe it is important to understand you and your needs well before we make any recommendations.
It is important to establish a relationship with your financial planner that is based on trust and confidence. This will help you stick to your plans in the future, or, should the circumstances change, ensure you have someone you can trust to assist you and help map out your future direction. Our vision is to create that trust through financial planning process.
We are committed to provide comprehensive training to all our planners, to ensure that you receive well-considered and professional advice. We are also committed to provide you the solutions to cover your diverse needs – from investment and risk management, retirement planning and tax planning to comprehensive financial planning. Our Certified Financial Planners (CFPs) analyse your current financial situation, future financial needs and aspirations, before giving any advice. They focus on providing advice first and only then seeking out the appropriate products to ensure your financial pathway to success.
Advise First Products Next
Trust our experience to advise you first before offering any products and solutions. This step is very important to ensure that you do not commit a blunder of getting tied to a product that you do not even understand how it works.
Whether you are a young earner or retiree or someone who wants to establish an investment portfolio or are concerned by the fact that you don’t have time to assess new investment opportunities, we have the expertise to help you. Whatever is your life stage, our CFPs would be able to add value to your decision making process.
What We Can Offer
- A robust structure to handle your personal finance
- An easy to understand process to fulfil you financial goals
- Caring attitude toward clients
- Experience of Certified Financial Planners (CFPs)
- Comprehensive nature of advice
- Extreme Confidentiality
- Continuity of quality advise
- Free up your time from handling mundane issues related to your personal finance
- Transparency in our dealings with you
- A pathway to your financial freedom
What We Can Not Offer
- Any guarantee of returns (other than what Govt. of India offers) / Returns performance
- Any quick-fix solutions to all your financial worries
- Any product that does not meet your needs & requirements
- Any product that we do not understand or cannot explain to you
To contact, send mail to This e-mail address is being protected from spambots. You need JavaScript enabled to view it with details and we will get back to you.
