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Catalyst Financial Planning

Mangalore, Dakshina Kannada, Karnataka

| GST  29AOVPS2472K1ZY

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Catalyst Financial Planning

Catalyst Financial Planning understands and brings values, clarity and peace of mind to the challenges you face. We assist you in reaching your life's goals and dreams through a structured wealth management process that includes financial planning, investment management and financial education services to high-net-worth individuals, NRI's, Corporate, families, trusts, institutions, retirement plans, and non-profit organizations who want to control their financial future.

Company Album

  • our-founders

Factsheet

Basic Information

Nature of BusinessService Provider
Company CEOAtul Omprakash Surana
Legal Status of FirmIndividual - Proprietor

Statutory Profile

GST No.29AOVPS2472K1ZY

About The Company

Catalyst Financial Planning is a privately held financial services consulting company serving in wealth creation and growth with core competencies in wealth management and asset management of high net-worth individuals, Non-resident Indians, Indian Corporate bodies, Financial Institutions, Charitable and Religious trusts.
Catalyst Financial Planning is located at Inland Ornate in Mangalore, India and is working in partnership with clients to meet their needs with customized professional services. We provide our clients with advice and solutions that bring positive change and help them take advantage of opportunities. We use a sound, holistic planning process based on macroeconomic approach to personal financial engineering.

Commitment To Quality

We believe in one word i.e. excellence. We think this commitment shows in all our services. Through this commitment to uncompromising ethics and attentive service, Catalyst Financial Planning continuously receives referrals from satisfied clients.
We need details of your existing portfolio to start value addition to it.

Our Strengths

Our primary guiding principle is a commitment to high ethics. Our success is tied to our client's success with their variety of age, occupation and income group by identifying and understanding the needs. Our personalized service and structured processes along with simplified and impartial advice helps us to build long-term relationships with clients and their families.

Our Founders

Our Founders
Atul Surana B.E., Certified Financial Planner CM, (Membership. No.: 336) Practitioner and a registered investment advisor founded Catalyst Financial Planning-a financial advisory firm in the year 2005 to help clients reach their goals by providing objective financial guidance. Atul is a member of Financial Planning Standards Board of India.
Atul has earned his Bachelors Degree in Engineering from the Shivaji University in the year 1997. Later in the year 2006 he completed his CFP Program from FPSB, India. He is extremely driven and very passionate about his specialty - helping clients build wealth, protect assets and develop tax efficient succession plans.

Clients / Customers

  • Corporate
  • Individual & Corporate
  • NRI
  • Individual
  • Institutions & Trust

Our Core Values

We believe that it's important that you know what we value so that you'll understand what lies at the heart of everything we do to satisfy our mission for your growth. These are the values that are the bedrock of our business.
  • We provide superior value for our customers and stakeholders
  • We recognize and treat our people as our most important resource.
  • Our actions demonstrate integrity, ethics and responsiveness.
  • Professional commitment to provide excellence, innovation, leadership and transparency.
  • We encourage and reward creativity and innovation to achieve our shared vision.

Our Mission

To provide high quality financial advice to maximize and protect our client's wealth.

Our Vision

We believe that the financial planning process is the most effective catalyst for change in a person’s financial life. Even though we work with a selected group of clients, we are recognized as the leading financial planning firms in Mangalore. Most of our clients come from referrals from existing clients. Amongst our most valuable services it’s our ability to provide financial planning strategies to develop a unified plan driven by wisdom and knowledge.

Why Us?

Catalyst Financial Planning (CFP) is one among the 9 full time independent CFP Practitioners in India and has built reputation on three core strengths: trust, quality and ease (in terms of customer experience). As we live by each of these principles day after day, eight out of ten people to whom we have given financial advice say that they would recommend us as a financial planning company. The proprietary CFP process empowers its clients to take control and keep control of their financial future. Our clients are informed and confident because they are made aware of all the resources available to them to make the right financial decisions.
Most financial planners, executive coaches, bankers, attorneys and accountants think there is only one financial approach to financial planning and that is their own. A one size fits all approach is what they are most comfortable offering because it benefits their business first. This is not the way most clients want to work with financial advisors and it is the reason Catalyst Financial Planning Service continues to have client satisfaction referrals that are the envy of the industry. Catalyst Finacial PlanningOur approach is simple and works with limited number of clients. We listen to each client individually and customize the plan in such a way that benefits the client first. In short no one can begin to compare the unique approaches of Catalyst Financial Planning because we empower our clients with financial knowledge and resources.
Benefits to clients are many and varied but all are implemented to ensure that clients can gain control and peace of mind over their financial future. We can help clients focus on eliminating dangers and capturing opportunities.
We are always happy to share the customer's risk with a performance related remuneration structure.+ Read More

Get in touch with us

Reach Us

Catalyst Financial Planning3RD FLOOR,13-12-1395/41 1,NAVABHARATH CIRCLE,,INLAND ORNATE,MANGALORE,,,Karnata, Mangalore, Dakshina Kannada-575003, Karnataka, India

Atul Surana

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