About UsSykes & Ray Financial Planners (SRE FP) has pioneered fee-based Professional Financial Planning Services in India and is now one of the leading Financial Planning companies guiding its clients to fulfill their dreams and achieve financial goals. Sykes & Ray Financial Planners is a division of Sykes & Ray Equities (SRE), a pan-India based equity broking house with over 350 branches in India covering 80 cities and servicing thousands of investors. Started in 1990, SRE Group today is one of the foremost retail stock broking service entities on NSE & BSE with a combined turnover of more than Rs 50,000 crores.
Sykes & Ray Financial Planners with a professional team of dedicated, experienced and highly skilled Certified Financial Planners (CFPCM Certificants) is spearheading the Financial Planning movement in India. As professionals our Financial Planners are committed to the professional practice standards and code of ethics laid down by Financial Planning Standards Board India.
The client-centric Financial Planners are committed to help our clients with diverse backgrounds achieve their financial & life goals through proper management of various components of personal finances. They are dedicated to provide competent Financial Planning services and maintain the necessary knowledge and skill and advice based on established Body of Knowledge and client requirements.
Financial Planning Academy (FPA), a sister concern of SRE FP and a division of SRE Group is committed to provide quality training and nurture aspiring Financial Planners and is involved in research activities. Working closely with FPA, SRE FP ensures transfer and use of knowledge between advisory practice and training & research.
