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RIA, Financial Advisor, CFP, Fee-only
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SEBI Registered Investment Advisor
Fixed Fee
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About Me

Upasana Mondal

 

Total work experience of 18 years. Planning finances since 2011. Worked on more than 800 financial plans including US  Worked with Canara HSBC Life Insurance, and also with Ameriprise (leading financial planners in US). 

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.

I am a fixed fee 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.

Contact details

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Registered Name: Upasana Mondal
SEBI Registration Number: INA200011684
Validity: 12th September 2018 to perpetual
 
Address: 
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

E-mail: panjim-lo@sebi.gov.in

Principal Officer:  Upasana Mondal
(upasana@dreamblueprintz.com)
 
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Life Fellow Diploma No. FE99126
FPSBI No. IN151522

Registration Granted By SEBI (INA200011684), Membership Of BASL (BASL1908), And Certification From NISM In No Way Guarantee Performance Of The Intermediary Or Provide Any Assurance Of Returns To Investors. Investment In Securities Market Are Subject To Market Risks. Read All The Related Documents Carefully Before Investing.

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