- SEBI-Registered Investment Adviser
Manish Banerjee
Comprehensive, commission-free planning for doctors.
Registry checkedINA-120700 · Checked 27 Jun 2026
- Practice since
- 2022
- Clients
- 164
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Manish the right person for you?
- Who it’s for
- Families nearing retirement · High-earning professionals · Doctors
- How they’re paid
- A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
Services
What Manish helps with
- Retirement
- Comprehensive financial planning
In Manish’s own words
Manish, unedited
With 9 years in the field, Manish works with a focused set of clients in Surat and is known for a patient, no-pressure style.
Manish BanerjeeSupplied by the professional
On the record
Record and credentials
- Platform checked
- INA-120700 · Registration checked · No flags found in the recorded check · Last checked 27 Jun 2026 · EUIN BASL-150578
- Own account
- Punjabi, Marathi, Urdu, Hindi · WhatsApp or video call or in person · Nationwide (video)
- Qualifications
- CFP® · NISM-Series-XB (supplied by the professional)
- Memberships
- BASL member
Professional experience
Self
2022 – presentFounder & Principal Adviser (SEBI RIA)
Kotak Mahindra Bank
2018 – 2022VP, Private Wealth
Citibank
2015 – 2018Wealth Manager
Ready to talk to Manish?
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