Avinash Luthria, Fee-Only Financial Planner & Investment Advisor

  • Investor with 18 years of experience including 12 years as a Private Equity / Venture Capital investor
  • 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+ crores)
  • 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 (INA200011125). This registration mandates that the Investment Adviser strictly follow a Fee-Only Investment Advisory revenue model and where the Investment Adviser is a fiduciary i.e.
    • The Investment Adviser should put the client’s interest ahead of his own 
    • The Investment Adviser owes the client reasonable duty of care 
    • The spirit of this regulation is that the service should be managed 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/
  • Cached copy of my LinkedIn profile which will download in PDF format 

Next section:

Fee-Only Financial Planning >>