Upasana Mondal

Upasana Mondal is an independent, SEBI-registered financial adviser with over 18 years of professional experience and more than a decade dedicated specifically to financial planning. Since 2011, she has worked on over 800 comprehensive financial plans, including plans for clients based in the United States. Her career spans reputed organizations such as Canara HSBC Life Insurance and Ameriprise, one of the leading financial planning firms in the US, giving her strong exposure to both Indian and international financial planning practices.

She is a Certified Financial Planner (CFP®), awarded by the Financial Planning Standards Board, India, and holds an MBA. In addition, she is a Fellow of the Insurance Institute of India (FIII), a credential recognized by the Government of India, IRDAI, and insurance institutions in India and abroad. Her qualifications reflect a deep technical grounding combined with practical, real-world advisory experience.

Upasana operates as a fixed fee-only, conflict-free financial adviser, ensuring that her advice remains unbiased and fully aligned with her clients’ best interests. She does not earn commissions from financial products, allowing her to focus solely on delivering objective, goal-oriented financial plans tailored to each client’s unique life situation. Her practice is built on transparency, clarity, and a strong fiduciary commitment to long-term financial well-being.