Upasana Mondal - Dream Blue Printz
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Upasana Mondal

Dream Blue Printz

Registered Investment Advisor

Service Location
Madgaon
Professional Licenses
SEBI RIA
#INA200011684
Fee Only Fiduciary Financial Advisor
No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address
CS 3, CD Zen Gardens, Benaulim - 403716, Madgaon, Goa.
Website
https://www.dreamblueprintz.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About 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.
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