Avinash Luthria
Fee-Only (Advice-Only) Financial Planner & SEBI registered Investment Adviser
Experience
- Investor with 19 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)
- 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
- The only Fee-Only (Advice-Only) RIA in India with such investment work-experience / educational qualifications
- The only Fee-Only (Advice-Only) RIA in India with such investment work-experience
- The only Fee-Only (Advice-Only) RIA in India with such educational qualifications
- First and only Fee-Only (Advice-Only) RIA in India to recommend only index funds and index-like funds
- Co-created the Customized Process in India along with one other Fee-Only (Advice-Only) RIA. This process is radically different from the 5-hour Robo++ Process which is the prevalent process in India
- One of the first-ten Fee-Only (Advice-Only) RIAs in India
- Based in Bangalore but clients could be in any city e.g. Mumbai, Chennai or an NRI who is resident in the US / UK / Singapore / the Middle East but who is likely to eventually retire in India
Education
- Two-year, full-time (i.e. the flagship course) 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
- Further details:
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