Vikram Krishnamoorthy

Insightful

Registered Investment Advisor

Service Location

Coimbatore

Professional Licenses

SEBI RIA

#INA200015732

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

29A, North End Road, Krishnaswamy Nagar 2, Ramanathapuram, COIMBATORE, TAMIL NADU, 641045

Website

https://insightful.in/

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 Vikram Krishnamoorthy

Vikram's commitment to the financial planning field began in 2006, and his dedication led to the establishment of INSIGHTFUL in 2014. His journey commenced with a keen awareness of the immense value that could be harnessed for individuals through the provision of impartial financial guidance and comprehensive wealth management services.

An academic achiever, Vikram possesses an 'MBA in Finance' and a 'Post Graduate in Financial Planning' earned in Canada. During his time in Canada, he also held the prestigious title of 'Certified Financial Planner' (CFP) for a remarkable eight years. This rigorous certification reflects his extensive knowledge and expertise in financial planning.

Vikram's professional background is nothing short of diverse. He has garnered experience by working for international banks and governmental bodies, affording him a profound understanding of both Indian and international financial markets and products. This wide-ranging experience equips him with a holistic perspective on the financial landscape.

What sets Vikram apart is his unwavering passion for personal financial management and financial literacy. He is a strong advocate for financial advice that centers exclusively on the individual, prioritizing their unique financial aspirations and objectives.

Vikram's career represents a decade of dedication and proficiency in the financial planning arena. His commitment to unbiased financial advice and a client-centric approach underscores his mission to create financial well-being and security for those he serves. With a foundation built on solid education, a global perspective, and a deep passion for financial empowerment, Vikram is a trusted partner for those seeking personalized and effective financial guidance.

Back to All Advisors