Procyon Financial Planners Pvt Ltd

Make a big difference to your financial well being.  Dare to take the leap.

We know that creating a well structured financial plan that aims to provide financial freedom is a serious professional work and you appreciate the fact that we are like that.  We treat each client situation as unique and strive to provide optimum solution by combining our financial planning/advisory skills with financial instruments covering a gamut of asset classes.  We are of the firm opinion that you are benefitted maximum in this process. We will be totally transparent when we recommend financial instruments that match your needs and risk profile.

When you deal with us, you get the benefit of our qualification, experience and skill sets acquired through the rigorous process of 4 Es - Education, Examination, Experience and Ethics and Continuing Education (CE) to maintain our professional credentials.  When we provide you written advice along with financial instruments, we establish a durable professional relationship with you and work in your interest with ethics and necessary commitment. We are very clear that you will not have any hesitation to pay appropriately for our advisory skills and services as mandated by various Regulators.

There are more than enough popular blogs, free calculators, free financial planning tools, free personal finance websites that provide ample information for a ‘do-it-yourselfer’. There are several direct sales channels for a self directed investor.  We are not the choice under these situations.

If you have come to this page, we are sure that you are convinced of our capabilities to add value to the process and you wish to engage in a serious discussion with us about your goals and needs.  You wish to move ahead without any procrastination and wish to engage us as your trusted partners to reach the destination called 'financial freedom'. You are therefore welcome to write to us at info at procyonfp dot com for a date with our CERTIFIED FINANCIAL PLANNERS.  You may kindly provide as much details in your mail as you desire.

You are always welcome to visit our office on any of the regular working days - Monday to Friday, 10 am to 5 pm (IST).  We are available for meetings on Saturdays only with prior appointment.

Our services are limited to Resident Indians, NRIs and PIOs.

Procyon Financial Planners Pvt Ltd

No.2, II Floor, 10th Cross, Opp. CBI Office

Ganganagar

Bengaluru 560024

Karnataka, India