Abhilash Gopal

PROFUNDZ FINSMART LLP

Certified Financial Planner

Service Location

Kochi

Professional Licenses

FPSB

#IN150455

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

53, THAYAKAM, TRIKKAKARA NORTH, CHANGAMPUZHA NAGAR, P.O KOCHI, Ernakulam, Kerala - 682033, India.

Website

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Abhilash Gopal

With an extensive 23-year managerial career in the banking sector, Abhilash Gopal brings a wealth of experience from renowned private sector banks such as ING, AxisBank, and ICICI Bank. His diverse professional journey has encompassed key roles in NRI advisory, Wealth Management, Corporate and SME Banking, spanning a wide array of markets, from rural to metropolitan areas. Abhilash's expertise extends to various financial domains, including Credit, Forex Operations, Retail banking, and Wealth Management.

Abhilash Gopal is a Certified Financial Planner (CFP) accredited by the Financial Planning Standards Board, India (FPSB). He holds a professional degree and a Post-Graduation in Banking and Finance Management from the College of Co-operation, Banking, and Management at Kerala Agricultural University. In his current capacity at Progress Planners, Abhilash takes on pivotal responsibilities in areas such as Investment Advisory, Debt Syndication, Consulting, and Finance, contributing his seasoned expertise to enhance the firm's offerings.

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