Avinash Luthria, Fee-Only Financial Planner & Investment Adviser

  • Investor with 18 years of experience including 12 years as a Private Equity / Venture Capital investor
    • Previously, a decade as a Partner and one of the five members of the founding team at a top 5-10 independent Indian Private Equity & Venture Capital fund (that fund has Assets Under Management of USD 400+ million ; Rs 2,800+ crore)
  • Education:
    • Full-time two-year MBA from Indian Institute of Management Bangalore (IIMB), focusing on Finance & Strategy (2000-2002)
    • Certified Financial Planner (CFP)
    • Bachelor of Engineering (Computer Science & Engineering) from RV College of Engineering, Bangalore
  • SEBI registered Investment Adviser (RIA; INA200011125). This registration mandates that RIAs follow a Fee-Only Investment Advisory revenue model and where the RIA is a fiduciary i.e.
    • RIAs should put the client’s interest ahead of his own interests
    • RIAs owes the client reasonable duty of care 
    • The spirit of this regulation is that RIAs should provide the service as a profession and not as a business
  • Based in Bangalore but clients could be in any city e.g. Mumbai or Chennai or outside of India
  • Further details are available at my LinkedIn profile: https://www.linkedin.com/in/avinashluthria/

Next section:

Fee-Only Financial Planning >>