Enriching

Any skill or bank of knowledge needs constant nurturing and upgradation to ensure we are up-to-date and provide the benefit of the best of our ability to our clients.

Knowledge

In our profession, knowledge is our tool and knowledge is our investment.

Together

We are strong believers of the power of synergies. When like minded people come together to better themselves, results can be expected to be amazing.

A group of enthusiastic learners meeting every month to learn and share insights and best practices in the field of financial advisory. We believe in collaborative and continuous learning. Our diverse membership within a very niche professional community strives to use this platform as a means to better themselves and others to serve the ultimate goal of sustained competence for serving the clients in the best way possible.

Enriching
Knowledge
Together

Our Members Speak

I have learned more in the past 2 yrs by being a part of this community than in the past decade. My experience is best summarised by the following quote by Amy Poehler - "Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life."

Rahul AgarwalRegistered Investment Advisor, Advent Financial

"An investment in knowledge pays the best interest" - Benjamin Franklin said this many years ago and for me the investment of my time and money in FPSC study circle has been one of my best invest in life. I have been a member of this coveted group since its inception and I owe a lot of my learnings from the interactions with members over the many years. The best part about this study circle is the selfless of sharing of proprietary knowledge which helps each other learn from our practical business challenges. I hope I can remain a life-long member of this group.

Gajendra KothariMD & CEO, Etica Wealth Management (P) Ltd.

A fantastic platform for the anyone in the industry, whether a newbie or a seasoned veteran. High quality speakers coupled with a rare camaraderie between the members have really enhanced my knowledge and approach.

Salonee SanghviFounder, My Wealth Guide

FP Study Circle is where the most committed financial advisers of the country connect to share, learn, grow and keep pushing the limits for excellence. It being a small, curated groups helps for high quality discussions and learnings. Learning sessions are well thought through and very regular. I look forward to the invigorating off sites as well.  Joining FP Study Circle was one of the better decisions I made professionally in the last few years.

Bhuvanaa ShreeramFounder CEO, Plan2Prosper OPC Pvt. Ltd.

The study circle is a great place for sharing and updating knowledge in the field of financial planning. Fosters fellowship and support.

Yogesh GuptaDirector, Sykes and Ray

I have been enjoying and enriching myself with the FPSC sessions. Even in these difficult times we are seeing new benchmarks of content and quality with each passing month. Kudos to the team

Kartik JhaveriDirector, Transcend

Having been on the Manufacturing side for most of my Career, the intricacies of Advisory and Financial Planning were in a slightly different league for me. In April 2020, after around 2.5 years of being an Advisor, I joined the Financial Planners Study Circle (FPSC), a group of dedicated likeminded Advisors, who have been working for the betterment of the Financial lives of people for a long time. Interacting with this awesome bunch of people has given me a fabulous insight into the business and understand the best practices being followed in the industry. Access to marquee industry speakers regularly has been a fabulous icing on the cake

Nikhil KarnikPartner, W2D Wealth Managers.

Fpsc has been conducting excellent sessions month on month. There have been timely sessions on topics like working from home during lock down, Franklin debt funds, client communication when markets tank. These sessions have helped a lot to manage clients better. The group comprises of industry veterans who are very helpful and approachable. Glad to be part of such a dynamic and vibrant group.

Priyanka KetkarPartner, Priyanka Wealth Adivsors.

Privileged to be a part of  this 'effervescent' and 'effective' group since its inception 7 - 8 years back...What binds the group is the relentless quest of knowledge and the enthusiasm to learn something new within our fantastic members and from external guests in a light and friendly environment..We are friends first and then Professional Advisors ! Wishing FPSC....All the best

Kalpesh AsharProprietor, Full Cirle Financial Planners and Advisors.

I truly believe that change is the only thing that is constant.  FPSC membership has helped me learn, update, upgrade on personal as well as Professional front to be relevant in our ever-changing world.

Subhash ChavanManaging Partner, Moat Wealth Advisors.

FPSC is a brilliant platform to connect with likeminded peers to learn and share experiences to not only grow business but to grow as an individual. Highly recommended!

Kirtan ShahCo – Founder& CEO, SREdupro Pvt. Ltd.

Membership Benefits

Monthly Meetings
Special Sessions
Recreational Activities
Off-site Meeting

About Us

At the FP Study Circle, we:

We are not product sellers, largely financial planners and personal finance professionals.

Ethical practitioners, lots of industry and fraternity thought leaders in the group

Want to make a difference to the fraternity and community through our practices and customer-centric approach

We specifically do not align with any product seller/manufacturer... Our sessions are largely about shared learnings and how to improve our practice

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