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FINSHERPA INVESTMENT PRIVATE LIMITED

Finsherpa is coined from a combination of “Finance” and “Sherpa”. Ever tried


climbing a big mountain aka Everest ?.. you will need a SHERPA to help you
reach the  Summit. We are inspired by these tribe of Mountain Climbers who
put their life at risk to ensure that the individual reaches his aspiration of
summitting

At Finsherpa Investments Private Limited, we work with the holistic needs of


our clients in ensuring that they receive the best possible advice and efficient
execution, HELPING YOU REACH  YOUR FINANCIAL PEAK. 

With a well-experienced and qualified team of professionals and an experience


of 80 years we are the partner that you need to navigate these uncertain times
to deliver the value you seek.

Finsherpa with its customized Financial Planning tools is well poised to help
you plan your finances … so that your short, medium and long-term needs for
money like your children’s college education or your retirement, etc are well
provided for.  

We would not just stop there but help you to take an informed decision on
your investments and help review them periodically as well. 

Babu Krishnamoorthy - Investment Consultant


Babu Krishnamoorthy is the founder & Chief Sherpa at Finsherpa Investments
Pvt Ltd., a boutique wealth management firm based in Chennai catering to
financial needs of High Networth Clients in India & abroad.
A fellow of the Institute of Chartered Accountants of India, Babu has over 25
years of expertise in areas related to finance and money management. Prior to
starting Finsherpa, Babu has co-founded Pelican Wealth and been associated
with Allegro Capital, a leading Investment banking and wealth management
house.
Apart from Finsherpa, Babu is also an advisor & co-founder at a revolutionary
Fintech Startup -“ROUNDUPS” . Roundups caters to millennials and Gen Z in
creating a unique method of saving & investing.
A passionate thought leader in the personal finance space, Babu has authored
the bestselling book “Unlock Secrets to a Wealthy Life” which helps young
adults to start their investing journey in a methodical manner. As a
professional speaker, Babu speaks on subjects relating to investment and
finance.
Babu is an avid reader of non-fiction books and is an amateur marathon
runner. Babu is an active Rotarian and is a part of the Rotary Club of Madras
East ( RCME) where he is involved various society uplifting projects.
A Past President of IFA GALAXY (one of India’s oldest and leading associations
for Mutual Fund Distributors ( MFDs) ), Babu has been at the forefront of
helping the MFDs navigate themselves to a better place. During his presidency,
he got 25 fellow distributors to co author a book called STAY HUNGRY, STAY
BULLISH, on how to build a Robust Mutual Fund Distribution Business.
Babu can be reached on email : Babu.k.moorthy@gmail.com, Handphone : 91 98402 69900

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