PrognoAdvisor.com is the online financial planning service from Progno Financial Planning Systems (P) Ltd. Currently it provides FREE Financial Diagnosis service. Financial Diagnosis is an analysis of the current financial situation of a person like you. It is the first step in financial planning. You will be able to identify the problem areas and also can see how your finances will change in the future if you continue like this.
Progno Financial Planning Systems (P) Ltd, incorporated in the year 2012, is the first independent FEE ONLY financial planning company in Kerala. The company received the Investment Adviser License from SEBI on April 2014. The company was founded by Sanjeev Kumar G, one of India’s top financial planners.
Progno believes in providing honest, unbiased, actionable financial advice at an affordable cost.
Sanjeev Kumar G,an IBS Alumni, is a Certified Financial Planner (CFP) from India, since 2005. He has 22 years of experience and is an expert in various personal finance areas like portfolio construction, investment research, life insurance and financial planning.
Sanjeev Kumar's financial planning process integrates goal planning into cash flow planning. His clinical approach helps clients identify their financial issue and set up plans to resolve them.
As a pro bono service, Sanjeev Kumar for the last 5 years is advising common people on their financial issues through his highly popular column 'Happy Life' in Malayala Manorama Sampadyam magazine. Apart from publishing articles in Journal of Financial Planning, he had written the first book in Malayalam on Financial Planning, called 'Dhanikanakan Oru Margarekha' (Guide to become rich).
Sanjeev Kumar an ardent proponent and a pioneer in FEE ONLY FINANCIAL PLANNING, is an International Affiliate member of the National Association of Personal Financial Advisors (NAPFA), USA and a member of the Financial Planners Association (FPA).
Sudhir Venugopal a seasoned entrepreneur, is a Mechanical Engineer and a qualified Management professional. He has over 20 years of experience in a Management role and has worked closely with experts in various domains.
He has been instrumental in creating a structured and focused approach to various businesses ranging from Automotive, Building materials, Telematics Solutions, Document Management Solutions, Management Consulting and now Financial Planning.
He is a strong believer in the power of technology and understands the importance of people driven growth in organizations. He is a hands on person who works to create synergies among people and progressively brings innovations to the business with tomorrow in mind.