About Us

Amigos Finserv is an independent, 'fee-only' financial services firm based in Mumbai, specializing in the field of personal Financial Planning, Investment Advisory & Wealth Management services with a deep commitment to fulfilling our client's financial advisory needs.

We do not represent, hold any affiliation, or are linked to any financial institutions like banks, insurance companies, asset management companies, NBFCs, etc. for any kind of selling or marketing of their financial products. We do not receive any remuneration, brokerage, incentives, commissions, or any consideration of such types from any financial product providers on the advised financial products/transactions that may result from the implementation of our suggested financial plan, investment advisory & management services.

  • Our remuneration: It is the fees paid by the clients for the services rendered to them.
  • We cater to: Families, single persons, retired senior citizens, people on the verge of retirement, small business owners and Non-Resident Indians/ Overseas Citizens of India.
  • Our approach: It can help client invest appropriately to increase the probability of reaching financial goals, reduce tax exposure, analyse insurance needs and help to plan successfully the transfer of wealth to next generation or as per wish.

Atul Mishra - Founder

Atul Mishra is the founder and proprietor of Amigos Finserv with over 20 years of rich experience in the financial services industry. He is practising as a SEBI Registered Investment Advisor (RIA) - registration no. INA000004245 and Certified Financial Planner (CFP) - FPSB Number: IN149995 (previous 18782).

He is a graduate and holder of Diploma in Business Management from Narsee Monjee Institute of Management Studies, Mumbai and also holds an Advance Diploma in Business Management from ICFAI University.

He completed the following professional certifications:

  • CFP - Certified Financial Planner - Financial Planning Standards Board, India.
  • CWM - Chartered Wealth Manager - American Academy of Financial Management
  • MFP - Master Financial Professional - American Academy of Financial Management
  • Award in Financial Planning - Chartered Insurance Institute
  • Investment Advice Diploma (PCA) - Chartered Institute for Securities and Investment
  • UK Regulation & Professional Integrity - QCF Level 4
  • Investment, Risk & Taxation - QCF Level 4
  • Private Client Advice - QCF Level 5
  • NISM X-A, Investment Adviser (Level 1)
  • NISM X-B, Investment Adviser (Level 2)