Deontic Advisors, a full service Financial Planning Boutique House, conceptualised and set up by Truptesh Shah in September 2009, is in the business of offering Financial Planning and Investment Advisory Solutions. The core focus of Deontic Advisors is to provide unbiased fee based financial advisory solutions, in line with the Financial Planning principles set by the Financial Planning Standards Board, India.
Truptesh Shah, a Certified Financial PlannerCM (CFPCM) and an MBA (Finance), has been writing financial plans for over 6 years now. He has over 12 years of experience in the field of analyzing, interpreting and promoting financial products & services in the equity, debt & insurance markets. The last 8 years of his practice have been focused in the areas of core Financial Planning & Wealth Management.
He has an in depth understanding of the financial markets, products and services. Truptesh has a strong hold in the areas of equity, debt, insurance, estate planning, trust services & asset allocation, from a Financial Planning proposition.
He carries with him a rich background of having represented and worked for organizations such as ASK Wealth Advisors, Allegro Capital Advisors, HSBC Bank, Citibank and HDFC Standard Life Insurance Company.
Truptesh, a mentor and a career advisor to a number of budding Financial Planners, also teaches various subjects pertaining to investment management & financial planning as a regular visiting faculty at various institutes.
Truptesh is also a founding member of the Federation of Financial Planners. A non-profit making organization founded with the objective of promoting and popularizing the financial planning & advisory profession.
To learn more about Deontic Advisors please visit our website http://deonticgroup.com