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Find Dedicated Experts to manage your Investments

Mutual Funds | Insurance | Stocks | Fixed Income | Loans

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Why you need Financial Advisor ?

Financial Stability

Employees get financially stressed and spend time with dealing such issues ,our session tools will help them to understand how to manage the finances.

Investment Planning

Informing about how to choose right investments based on your risk profile , preferences and on your goals.

Tax Planning

Analyzing the financial situation and plan to ensure that all elements work together to allow you to pay lowest tax possible .

Financial Planning

An excellent plan build by certified expert to fulfil the short and long term goals for your employees.

Unbiased Information

Your Employees will get infrpmation from registered and certified experts who only focus on quality and not on selling products.

Retirement Planning

Retire on your terms and live a financially secure retired life with your desired income.

What Protip will provide to your Employees?

  • Fiancial literacy sessions by certified (CFP,RIA) experts.
  • Weekly Financial news Letters
  • Financial Planning Tools
  • Uniabised and real life examples and informations

Our Experts

Our Experts are highly qualified (Registered Investment Advisors/ Certified financial planners / Chartered Accountants /  MBA) and are duly certified from the regulatory bodies of India  also our experienced advisors  only focuses on achieving your financial goals with transparency and trust and not on selling products.

Rupali Samir Godambe

Certified Financial Planner(CFP)

Rupert Dinesh

CEO - Eden Financials 20+Years Experience in Financial Services |AMFI|IRDA certified

Ritesh Kumar

MBA | EX -BANKER |AMFI|IRDA certified

On mission to make INDIA

What People say about Protip?

Coming from tech background I was not having financial knowledge but when I onboarded to Protip with help of expert now I can handle my investments more effectively.
Vipin Yadav
Vipin YadavSoftware Engineer
Protip helped me me to find right expert who can manage my money and provide me good returns in different assets like mf , bonds , tax saving funds etc.
Anoop Mishra
Anoop MishraFree lancer
Before protip I was Investing in Mutual funds,stocks and in other assets by my own and their I was not able to got good returns but Financial advisor from protip helped me a lot to get good returns and long term financial planning.
Ankush Singh
Ankush SinghGoverment Servant
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Most Popular QUestions

FAQ

We conduct webinar and seminars for Corporates on Finacial Literacy and Planning with the help of certifed experts like CFPs and RIAs and help their employees to manage their fiances with the help of sessions and tools.

In India Financial literacy rate is only around 27%.

Personal Finance Management: In today's complex and fast-paced world, individuals need to make informed decisions about their money, including budgeting, saving, investing, and managing debt. Financial literacy equips individuals with the knowledge and skills necessary to make sound financial decisions and effectively manage their personal finances.

Not necessarily. We have designed the program in a way that its completely jargon free, our program moderators use tools and techniques that are easily comprehensible
Easy for beginners
Learning curve for intermediates managing the Investments.

Yes, An individual can have registered financial advisor to manage there Investments and Finances.