Consultant
Available for new opportunities

Ananya
Das

SEBI-Registered Investment Advisor | CFP | Fee-Only Financial Planning | Pune

Pune, India ananya@demo.com ananyadasfinance.com
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Ananya Das
0
Years Experience
0
Clients Served
0
Financial Plans Made
0
Publications
About Me

Who I Am

I'm a SEBI-registered independent financial advisor and Certified Financial Planner (CFP) with 9 years of experience. My advice is fee-only — no product commissions, no conflicts of interest. My clients' financial independence is my only goal.

Location
Pune, India
Phone
+91 90280 34567
Status
● Open to Work
Expertise

Skills & Technologies

Technologies I use to bring ideas to life.

Investment Planning (Equity & MF)95%
Tax Planning90%
Retirement Planning93%
Insurance Analysis88%
Estate & Will Planning82%
NRI Financial Planning85%
Goal-Based Financial Planning96%
Career

Work Experience

My professional journey and companies I've contributed to.

SEBI-RIA & Founder
● Current Jan 2019 — Present
Ananya Das Financial Planning

Fee-only independent advisory practice. 380+ active clients. AUM guidance: ₹95 crore.

Priority Banking Wealth Manager
Jun 2015 — Dec 2018
Axis Bank

Managed HNI wealth portfolios with combined AUM of ₹120 crore.

Financial Analyst
Jul 2013 — May 2015
HDFC Securities

Equity research and client advisory.

Learning

Education

MBA
Finance
NMIMS, Mumbai
2011 – 2013
B.Com
Accounting & Finance
Pune University
2008 – 2011
Credentials

Certifications

SEBI Registered Investment Advisor (RIA)
Securities and Exchange Board of India
2019
Certified Financial Planner (CFP)
FPSB India
2018
Chartered Wealth Manager (CWM)
American Academy of Financial Management
2021
Work

Featured Projects

A curated selection of what I've built.

🚀
FIRE Planning for 100+ Clients

Designed and executed Financial Independence / Retire Early plans for 100+ clients aged 28-45. Average projected FIRE age: 48.

Goal-based PlanningEquityMFReal Estate
💡
NRI Financial Planning Practice

Specialised practice serving NRI clients with India investment, tax and repatriation planning in USA, UK, UAE and Singapore.

FEMADTAANRE/NRO Accounts
⚡
Demo
"Smart Money" Financial Literacy Series

Free monthly webinar series on personal finance basics. 4,000+ registered attendees, 80+ episodes across 3 years.

Financial LiteracyWebinars
What I Offer

Services

How I can help you achieve your goals.

Comprehensive Financial Planning

Goal-based full financial plan covering investments, tax, insurance, retirement and estate.

Investment Portfolio Review

Honest, commission-free review of your MF and equity portfolio with rebalancing advice.

Tax Planning Strategy

Legal tax minimisation for salaried professionals, business owners and NRIs.

NRI Financial Advisory

India investment, tax repatriation, FEMA compliance and estate planning for NRIs.

Recognition

Awards & Recognition

Top 25 Independent Financial Advisors — India
Outlook Money
2023

Ranked among India's top fee-only advisors.

Best Fee-Only Advisor
FPSB India
2022

Recognised for client-first, conflict-free advisory practice.

Research

Publications

1
The Fee-Only Advisor Advantage: A Study of Client Outcomes in India
Journal of Financial Planning 2023
Testimonials

What People Say

"

"Ananya is the only financial advisor I've met who genuinely has no conflict of interest. Her NRI planning advice saved me ₹4.8L in taxes in the first year alone."

Vivek Iyer
Software Engineer, USA (NRI)
"

"We came to Ananya at 32 with no financial plan. Today at 39, we're on track for early retirement. She fundamentally changed how we think about money."

Deepa & Rohan Kulkarni
Clients
Communication

Languages

English Fluent
Hindi Fluent
Bengali Native
Marathi Conversational
Insights

Blog & Articles

Thoughts, ideas and insights from my experience.

✍️
Financial Literacy Feb 15, 2024

Why You Don't Need a Financial Advisor (And When You Do)

Most people can manage their own finances well with the right knowledge. Here's what you can do yourself — and the specific situations where professional advice pays for itself.

📝
FIRE / Retirement Jan 22, 2024

The FIRE Number Calculator: How Much Do You Actually Need to Retire?

Everyone talks about "Financial Independence" but nobody tells you how to calculate your actual number for India's cost of living. Let's fix that.

💡
Tax Planning Jan 05, 2024

ELSS vs PPF vs NPS: Which Tax-Saving Investment is Right for You?

The three most popular 80C investments serve very different purposes. Here's a clear comparison backed by numbers — not opinions.

Let's Connect

Have a project in mind?

I'm always open to discussing new projects, creative ideas, or opportunities to be part of something great.

Email
ananya@demo.com
Phone
+91 90280 34567
Location
Pune, India
Website
ananyadasfinance.com