“There is no power for change greater than a community discovering what it cares about” – Margaret J Wheatley

FP Study Circle is an exclusive group of members of the personal finance practice fraternity operating out of Mumbai. The Study Circle has been in existence for the last 6+ years and is a small, yet self-sustaining community of members who can contribute to each other in building robust & ethical practices and providing thought leadership to the community.

We are a community of financial advisors and personal finance professionals, driven with a passion for finance, who have come together for the sole purpose of sharing and enriching knowledge together. We currently have more than 65 members, including many leading lights from the fraternity.

What We Stand For

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

In our respective practices

We believe in delivering holistic, transparent, evidence-based advice.

We believe every investor is unique — requiring custom, comprehensive wealth management solutions.

We believe that doing what’s best and doing what’s right should be one and the same.

We believe that by putting our clients’ interests first, we achieve more together.

"The Greatness Of A Common Community Is Most Accurately Measured By The Compassionate Actions Of Its Members"
- Coretta Scott King