- SEBI-Registered Investment Adviser
Pooja Iyer
Independent advice with no product agenda for doctors in Nagpur.
Registry checkedINA-683635 · Checked 9 Apr 2026
- Practice since
- 2020
- Clients
- 101
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Pooja the right person for you?
- Who it’s for
- Doctors · Families nearing retirement · High-earning professionals
- How they’re paid
- A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
Services
What Pooja helps with
- Goal & cash-flow planning
- Comprehensive financial planning
- Retirement
In Pooja’s own words
Pooja, unedited
With 17 years in the field, Pooja works with a focused set of clients in Nagpur and is known for a patient, no-pressure style.
Pooja IyerSupplied by the professional
On the record
Record and credentials
- Platform checked
- INA-683635 · Registration checked · No flags found in the recorded check · Last checked 9 Apr 2026 · EUIN BASL-377075
- Own account
- Kannada, Marathi · WhatsApp or video call · Nagpur & nearby
- Qualifications
- NISM-Series-XB (supplied by the professional)
- Memberships
- BASL member
Professional experience
Self
2020 – presentFounder & Principal Adviser (SEBI RIA)
HDFC Bank
2016 – 2020VP, Private Wealth
Citibank
2012 – 2016Wealth Manager
Ready to talk to Pooja?
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