Company Information

Get to know Bhumit Financial Planning Advisory

Founded by Bhumit Shah, Bhumit Financial Planning Advisory is a professional financial advisory firm based in Ahmedabad, India. The company operates on a client-centric, fee-only model, ensuring that its advice is unbiased and free from conflicts of interest that can arise from commissions. Its mission is to help clients achieve their financial goals through structured and disciplined planning, covering all aspects of personal finance including retirement planning, investment management, insurance analysis, and goal-based investing. As a SEBI Registered Investment Adviser (RIA), the firm adheres to strict regulatory and fiduciary standards.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Bhumit Financial Planning Advisory

India

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.