Progress Planners is a synonym for ethical financial advisory
We keep investment advisory services independent of product distribution to avoid conflict of interest in line with SEBI regulations and global best practices.To serve the purpose, different entities are created under the brand “Progress Planners” which are mutually independent.
PROGRESS PLANNERS FINANCIAL SERVICES - SEBI Registred Investment Advisor (SEBI Regn No: INA 200004672)
Progress Planners Financial Services is a SEBI Registered Investment Advisor, offering holistic financial planning and advisory services (Investments, Risk management,Tax, Retirement and Estate Planning) to individuals, families and institutions.
It follows a fee based advisory mode. For more info, visit www.ppfs.in.
PROGRESS PLANNERS FINANCIAL SOLUTIONS LLP
PPFS LLP is an independent, full-service wealth management firm offering products and solutions to help investors in financial transformation. It is a distributor of mutual funds registered under Association of Mutual Funds in India. (AMFI Regn No: ARN-102672)
Today we serve more than 400 families and institutions, through our offices in Bangalore, Chennai and Kochi.
Abhilash Gopal (CFP CM)
A former senior banking professional with 20 years of managerial experience with leading private sector banks, including ING, AxisBank and ICICI Bank. During his tenure, he worked in NRI advisory, Wealth Management, Corporate & SME Banking in different markets from rural to metro. His expertise includes Credit, Forex Operations, Retail banking and Wealth Management.
Abhilash Gopal is a Certified Financial Planner (CFP) with Financial Planning Standards Board, India (FPSB). He holds professional degree and Post-Graduation in Banking & Finance Management from College of Co-operation, Banking and Management, Kerala Agricultural University.
Abhilash Gopal manages the functional resposnibilities of Investment Advisory, Debt Syndication, Consulting and Fianance at Progress Planners.
Arun Aravind has a career span of 20 years in Banking and Financial Services in India and Middle East. He handled leadership roles such as Regional Head (TN & Kerala) for BNP Paribas AMC, Vice President -Sales & Distribution for HSBC MF, Regional Sales Manager (Middle East & North Africa) for HSBC Global Asset Management, Regional Head-Kerala for Reliance MF. He had managed HNI /Institutional business during the stint with Stock Holding Corporation of India (SHCIL) and channel management in Kerala Co-operative Milk Marketing Federation (KCMMF) during the early stage of career.
Academic credentials include professional degree in Banking from College of Co-operation, Banking and Management- Kerala Agricultural University, Masters in Finance Management from Pondicherry University along with certifications in Investment advisory and Mutual Funds from National Institute of Securities Management ( NISM).
Arun Aravind manages the responsibility centres for Wealth management, Institutional Advisory and Operations in Progress Planners.
Danny has rich experience of 20 years in international business development and worked for U.K based MNC major, Texon at senior level, managing business growth, quality control, vendors management across many countries.
An MBA (Marketing) from Madras University, Danny has post graduate certifications from CLRI, Chennai. He is an alumnus of MCC (Madras Christian College), Chennai.
Danny Thomas leads Business Development, Client Relations and Overseas buiness functions for Progress Planners.
Saji Philip has 22 years of managerial and entrepreneurial experience in manufacturing & export, hospitality and educational consultancy, before moving to services in renewable energy. He is an expert in sustainable energy solutions and has been a project consultant to many large corporate clients in India and abroad.
Saji Philip is an MBA in Marketing and has many certifications in green energy from reputed global institutions. He is an alumnus of MCC, Chennai.
Saji Philip handles the functional roles of Technology, Strategic initiatives, Administration and Risk Management at Progres Planners.
Advisory board consists of eminent Chartered Accountants, Company Secretaries, legal professionals, retired senior bankers and retired engineers.
TEAM PROGRESS PLANNERS
Our well qualified, trained team of Relationship Managers, Financial Planners and Customer Service Managers have vast experience in investment management, client handling, facilitation and support services.
Our operation team has rich experience and proficiency to handle reporting, customer relations, business analytics and administration.
Our passion is to serve you, and meet your goals and requirements.