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RIA, Financial Advisor, CFP, Fee-only
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About Me

Upasana Mondal


I am a Certified Financial Planner (CFP) which is awarded by Financial Planning and Standards Board, India. A fellow of Insurance Institute of India, (FIII) recognized by Govt. of India, IRDA and insurers in India and abroad and an MBA. Worked with Canara HSBC Life Insurance, and also with Ameriprise (leading financial planners in US though they have closed their Indian financial planning business). Worked on more than 500 financial plans since 2011.

I am a fee only independent financial advisor registered with SEBI, which means there is a fixed fee you pay for getting a financial plan. I am not associated with commissions from products so that you get an unbiased advice.

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Contact details

Registered Name: Upasana Mondal
SEBI Registration Number: INA200011684
Validity: 12th September 2018 to perpetual
CS 3, CD Zen Gardens,
Benaulim, GOA, 403716
SEBI Local Office Address:
Panaji Local Office

Address: Address : 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Tel. Board: 91-832-2423110


Life Fellow Diploma No. FE99126
FPSBI No. IN151522
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