Avinash Luthria

Fee-Only (Advice-Only) Financial Planner & SEBI registered Investment Adviser

Avinash Luthria

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
  • First and only Fee-Only (Advice-Only) RIA in India to recommend only index funds  and index-like funds
    • 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 
    • 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

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