Sanjeev Kumar G

Founder & Managing Director at PrognoAdvisor

Sanjeev Kumar G, an IBS Alumni, is a Certified Financial Planner (CFP) from India, since 2005. He has 22 years of experience and is an expert in various areas of personal finance like portfolio construction, investment research, life insurance and financial planning. Sanjeev Kumar's financial planning process integrates goal planning into cash flow planning. His clinical approach helps clients to identify their financial issues and set up plans to resolve them.

Apart from writing in the finance columns of leading newspapers and magazines, Sanjeev has also penned a book named 'Dhanikanakan Oru Margarekha' (Guide to become rich), the first book in Malayalam on Financial Planning. His research article “A framework for Debt Management” was published in Financial Planning Journal, May 2010 issue.

Sanjeev Kumar is an ardent proponent and a pioneer in FEE ONLY FINANCIAL PLANNING and is an International Affiliate member of the National Association of Personal Financial Advisors (NAPFA), USA and a member of the Financial Planners Association (FPA).

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Timeline

  • Founder & Managing Director

    Current role