In an industry beset with conflicts of interest and mis-selling of products with the customer becoming the last priority, 90-10 Financial Planners [90-10 FP] was set up to flip the script and provide transparent and holistic fee-based financial advice that places the customer right at the center and in control. We are a SEBI Registered Investment Advisor (Registration no.: INA200008291) who are among the handful of firms in the country who have taken the fiduciary responsibility to act in customers’ interest.
Incorporated in 2008, as MoneyGuide India (a proprietary holding), 90-10 FP is headquartered in Bengaluru. Our mission is to help people achieve their financial goals by providing them sound financial advice enabling them to practice prudent risk management and position them to enjoy life in fullness.
Our client base has consistently grown through referrals and with our focus on providing the best levels of customer service, we enjoy a very high customer retention rate. We take pride in our expertise that we have built through a relentless focus on creating an experienced team, developing technology enablers and institutionalizing standardized processes. Our leadership team has taken up the 'Certified Financial Planner' programme as recommended by the Financial Planning Standards Board, India. Our intense research and consistent outperformance, while maintaining high standards of client servicing are testaments to the robustness of the model.
To be a respected financial services company, continuously educating and advising investors and assisting them in creating long term wealth
Sathish is the founder and chief strategist of 90-10 Financial Planners. Having spent over 15 years in the financial services and investment advisory industry, Sathish’s wide-ranging experience lends the macro perspective that hones and guides our clientele’s micro personal finance decisions. A certified financial planner (CFPCM, from Financial Planning Standards Board India) he also has a PGDFA from Indian Institute of Banking & Finance, Mumbai and is a B.Com graduate from St. Aloysius, Mangalore. He firmly believes in continuous education as a way of life, and keeps himself intellectually active through reading; he voraciously reads both fiction and non-fiction. A sports enthusiast and a regular practitioner of yoga, Sathish keeps his mind fit too, by dabbling in math and puzzles.
Jayanth is the Investment Strategist at 90-10 Financial Planners who uses his deep interest in high finance and economics to interpret policy making around the world for the clients and helping them make sound and smart investment decisions based on those insights. A B. Com graduate from Christ College and an MBA from IMI, Belgium, Jayanth also is a Certified Financial Planner (CFPCM, from Financial Planning Standards Board India) and has 8 years of wide ranging experience in the industry. He is involved with knowledge management initiatives in the financial planning industry When not formulating investment strategies for his clients he keeps himself busy in reading, following and playing sport, and conducting training sessions and quizzes or producing a podcast, for which he recently interviewed the Nobel Prize winning economist and behavioural finance guru, Richard Thaler.