SEBI has cautioned the public through a press release
(on 23rd September 2015, 9th June 2016 and 30th August 2016) to deal with
Registered Investment Advisers (RIAs) only i.e. the public should only deal with
those who possess RIA license.
A majority of the population not having access to Wealth Management and Financial Planning services and a low level of investment awareness over the years led to the setting up of Falcoy Financial. Mr.Nikhil Deshpande the founder, being Registered Investment Adviser (RIA) and MBA in Finance has a corporate experience in the areas of Wealth Management, Financial Planning, Equity Research, Debt Research, Franchising and Portfolio Management. He has successfully managed high net worth individual assets worth crores of rupees. Having an entrepreneurial mindset, he was instrumental in setting up the wealth management practice for a well-known consultancy. Mr.Nikhil was involved in advisory and research of broking companies for a leading global private equity company. He also has an experience in Family Governance wherein he was responsible for creating Family Constitutions for high net worth business families having a net worth of more than 100 crores. At Falcoy Financial, the founder, a Registered Investment Adviser, spearheads the Wealth Management and Financial Planning practice by advising and managing client portfolios through creation of a financial plan which is the best way for management of portfolios in addtion to overseeing the business operations and compliance. He is the driving force for business strategy and works as a catalyst for keeping the interests of Falcoy Financial in alignment with client's interests. He is well versed in creating sustainable investment strategies for clientele.
The founder has contributed in developing the business model, working on operational efficiency and delivering innovative ideas for growth of a Clinical Laboratory in the healthcare sector. He also has an experience with respect to leading brands in the healthcare sector.
Receiving guidance and coaching for investor's personal finances has become paramount in today's era due to the fact of availability of multiple options. This handholding provides the right direction to the investor's personal finances suitable to their life goals. Falcoy Financial is based in Mumbai, India.
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