Hi,

I am Brijesh Vappala. Founder of BVare  Financial Planners. I am a Certified Financial Planner and a SEBI Registered Investment Advisor.

I was an employee for 19 years, 90% of which was in financial services. Some of my employers were TeamLease, ICICI Prudential Life, Allianz India. As an employee, I have worked across cities within Kerala, in Bhubaneswar, Bangalore and Mumbai and also in Leeds, Bristol and Guildford (UK).

My visiting cards read designations like General Manager – Regulatory Compliance, State Head – Customer Service & Operations, Senior Authority Holder – Personal Lines Underwriting etc

My life in the financial services industry made me realize that most people in our country get personal finance advice from either of the following two categories :

(a) Family members – who may be well-intentioned but lacking the required subject knowledge or

(b) A salesman who may have the knowledge but is likely to be more interested in his sale than the product’s suitability for the customer.

There is a severe shortage of people with a combination of Integrity, Subject knowledge and Professionalism in this space.

It was to address this gap that, in 2017, BVare Financial Planners was born as a Fee-only financial planning and investment advisory service. Fee-Only model was beneficial for the clients because it provided them conflict-free unbiased advice. And it was beneficial for me because it helped me stay true to my core values.

Physically I am based out of my home town, Palakkad, a small town in Central Kerala where reaching any part of the town is a 5-minute drive. A lot of my clients are not based in my city, state or country and with these clients I work over web conference. The bigger chunks of my clientele are from Bangalore, Chennai, Hyderabad and Middle East. Occupation wise split in clientele will be heavier towards IT Professionals, Doctors and Marine Engineers. My youngest client is 23 years old and the oldest client is 67 years old.

I speak Malayalam and English.

My linkedin profile is :

https://www.linkedin.com/in/brijeshvappalacfp/

If you would like to know why I have named my firm “BVare”, please click here.