Navigate Your Financial Future with Confidence
ProfitCompass Advisory is a leading fee-only financial planning firm in India, dedicated to helping professionals and families achieve their life goals through unbiased, expert advice.
Comprehensive Financial Advisory Services
We provide a full spectrum of financial planning services tailored to your unique circumstances and aspirations in the Indian context.
Financial Planning
Holistic, goal-based planning to create a clear roadmap for your financial life, including cash flow management and budgeting.
Learn MoreInvestment Management
Strategic portfolio construction and active rebalancing designed to optimize returns while managing risk according to your profile.
Learn MoreRetirement Planning
Crafting robust pension and withdrawal strategies to ensure you enjoy a financially secure and comfortable retirement.
Learn More
Your Interests Are Our Only Priority
As a fee-only, SEBI Registered Investment Adviser, we are legally bound to act in your best interest. We don't sell products or earn commissions, ensuring our advice is always objective and conflict-free.
Fiduciary Commitment
We are legally obligated to place your financial interests above our own, always.
Radical Transparency
Our fee structure is simple and clear. You'll always know exactly what you're paying for.
Personalized Strategy
We don't use cookie-cutter plans. Your strategy is built from the ground up to fit your life.
Meet the Experts Guiding Your Finances
Our team consists of certified, experienced professionals dedicated to upholding the highest standards of financial advisory.
Anjali Sharma
With 18 years of experience, Anjali is a Certified Financial Planner dedicated to helping clients achieve financial independence.
Rohan Desai
Rohan is a CFA charterholder and our in-house equity specialist, focused on building resilient investment portfolios.
Priya Mehta
As a Chartered Accountant, Priya specializes in creating tax-efficient strategies to maximize your wealth.
Sameer Verma
Sameer ensures every client receives exceptional service and clear communication throughout their financial journey.