About Us
Learn about our expertise and commitment to your financial success
SEBI Registered Investment Advisor
SEBI Registration Number: INA00002119111
Validity: Perpetual
About Us
Rama Prasad brings with him 40 years of experience in the personal finance area. He believes in goal setting and working systematically towards achieving those goals. Till recently, Rama Prasad worked as a senior banker in a reputed public sector bank.
Qualifications
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MBA (Banking & Finance)
Specialized in banking and financial services
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Certified Financial Planner (CFP)
From FPSB, India - The gold standard in financial planning
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Certified Trust & Estate Planner (CTEP)
From AAFM, India.
Our Philosophy
At RPIA, we believe in building long-term relationships based on trust and transparency. As a fee-only investment advisor, we don't earn commissions on products we recommend. This means our advice is always in your best interest, free from conflict of interest.
🔍 Transparency
Clear communication about fees, strategies, and expected outcomes
🤝 Trust
Building lasting relationships through honest and ethical advice
🎯 Goal-Oriented
Focusing on what matters most - achieving your financial goals
📚 Expertise
Decades of banking and financial planning experience
Professional Credentials
SEBI Registration
Registered as an Investment Advisor with Securities and Exchange Board of India
INA00002119111
CFP® Certification
Certified Financial Planner from Financial Planning Standards Board India
Banking Experience
40 years of senior banking experience in public sector bank
AAFM® Certification
Qualified Will and Estate Planner