Fidelfolio
Principal Advisor: Kislay Upadhyay
SEBI RIA REG NO: INA000016056
Kislay Upadhyay is a CERTIFIED FINANCIAL PLANNERCM focused on comprehensive Financial Planning, Tax Planning, Insurance Planning and Investment Planning issues for private clients and HNI. He has earned the CFPCM designation from the Financial Planning Standard Board, India
Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and more.
Services Offered
Comprehensive Financial Planning
Complete financial roadmap covering investments, insurance, tax planning, and retirement goals.
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Retirement Corpus Building
Systematic approach to building retirement wealth through SIPs, EPF optimization, and smart investments.
Portfolio Review & Rebalancing
Regular portfolio analysis and rebalancing to ensure optimal asset allocation and risk management.
About Fidelfolio
FidelFolio Investments is an Equity Advisory Firm that invests in equity strategies devised by the powerful combination of machine learning and human oversight. We create long-term fundamental investment strategies scientifically, using proprietary Machine Learning (ML) algorithm
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Fidelfolio different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
