RIA, Financial Advisor, CFP, Fee-only
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Email: upasana@dreamblueprintz.com OR Call: 9818555764

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 also 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 for Indian and US clients.

Why Me

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.

SEBI Registration No. INA200011684
Life Fellow Diploma No. FE99126
FPSBI No. 30776
Address: 302, Arya Heights, Unkal Lake, Hubballi - 580031