ABOUT US

Babu Krishnamoorthy
Chief Sherpa

Chief Sherpa : Babu Krishnamoorthy

A fellow of the Institute of Chartered Accountants of India, Babu has over 24 years of experience across investment banking, wealth management, and financial consulting. A passionate advisor, Babu believes that  the PLAN together with disciplined Execution will enable everyone to live a complete and stress free life from monetary standpoint. He conducts regular workshops and is a speaker at various forums. 

Email: babu.k@finsherpa.com

He is assisted by a small team at Finsherpa comprising  of  individuals who are varied in their education but united in their passion for helping people plan and execute their financial goals.

JOBS  : Finsherpa continues to look for like minded individuals who believe that they can change the Financial world. If you are one of them please reach out to me at the above email ID.

Our Values

Even as  we strive for the  skies akin to a large tree, our values remain rooted. We remain committed  to our values that drive us

Objective

Investment advice provided is objective and transparent with intellectual honesty and impartiality.

 

Competence
Every individual possesses the knowledge and skill required to provide competent advice in their respective domains.

 

Confidentiality
The trust and confidence bestowed upon us by our clients in sharing their personal information is maintained confidentially.

 

Sensitivity
Finsherpa  is sensitive to the needs of  the client, understanding the unsaid and is proactive in anticipating Clients needs.

 

Profitable

We strive to run a profitable operation as we believe that our long term survival is important to the clients we serve.

 

Quality Policy
We, Finsherpa Investment Services, provide services that are available on time, efficient and acceptable to our clients. We are resourceful and reliable service providers to our clients and are responsive to the changing needs of our clients. Towards this, we constantly improve our processes and people skills.

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