Kalpesh Ashar is a SEBI registered investment advisor (RIA) since February 2014 and registered with BSE. He is fully committed and solely dedicated in offering Personal Financial Planning services to individuals and families residing in India and NRIs based globally. He has been in the field of Financial Services since 2005.

Kalpesh started his journey as an associate with a Financial Services company based in South Mumbai. Prior to that, he was based in Muscat (Oman) where he gained 11 years of work experience in the field of Finance and Human Resources in a business conglomerate.

In 2009, Kalpesh undertook his journey of transitioning from a Mutual Fund distributor to becoming a professional Certified Financial Planner. He successfully completed his CFP certification in August 2010 with Financial Planning Standards Board India (FPSB).

Kalpesh then actively commenced the Financial Planning Process. Today, he is an accomplished Financial Planner and works on a fee-based model.

Kalpesh regularly features on personal finance shows on Television Business Channels such as CNBC TV18, CNBC Bajar (Gujarati), ET NOW, and Zee Business (Hindi).

Apart from this, he regularly contributes articles on Financial Awareness and Financial Planning in the media i.e. in business newspapers such as Economic Times, Mint, etc. and also on digital media.

Kalpesh conducts presentations on a professional basis for corporates, for their staff and executives on various topics relating to Personal Financial Planning. He also makes presentations to schools and colleges which stress on the importance of inculcating Financial Awareness among students from an early age.

In Sept ’2017, Kalpesh made his foray in the field of book writing by authoring his first book ‘Yours Financially’ published by TV18 Broadcast Ltd.