"Navigate the ups and downs of your life with a robust financial plan"

Team Horus strongly believes that their approach would eventually play a vital role in creating a financially aware society by helping it develop a HEALTHY ATTITUDE towards MONEY! i.e. To treat money as a tool to create peace of mind rather than being enslaved by it.

Currently, Horus has moved ahead of the times and is not just a training centre for CERTIFIED FINANCIAL PLANNER program but has been conceived as a finishing school i.e. an end to end coaching organization for for aspiring financial planning practitioners.

This is a conducive ecosystem for new financial planners who would be supported and guided by senior financial planners to set up their clientele for financial planning by offering a well established, scientific and structured financial planning process. They are also exposed to on going training programs through which their knowledge levels are updated and made relevant. Further they get to participate in a lot of corporate interventions through which they come across the appropriate target clients. This approach of coaching which involves the domain as well as professional aspects and continuing guidance by senior financial planners enables the associates of Horus to provide a high quality, unbiased financial planning service to their clients, instead of just being another insurance/ mutual fund agent or a product seller!

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You Don’t Have To Be An Expert.

We Help

To create and sustain awareness about the need of comprehensive financial planning to a large cross section of the society, through coaching aspiring
financial planning practicioners who would inturn help people to evaluate and
select the various investment tools as per their needs, and protect them from making irrational financial decisions.

Testimonials

About Founder

Horus Founder

Chenthil Iyer

Academic & Professional:
  • SEBI Registered Investment Advisor - INA000008905
  • Certified Financial Planner CFPCM, Financial Planning Standards Board, India – Feb 2008 (Topper)
  • Licentiate Certification, Insurance Institute of India
  • B. Tech.(Mech.), University of Kerala

I have, through the last decade and a half, worked with different companies like ICICI prudential, Tata AIG etc. in sales and training.

From 2007 to 2013, I was coaching individuals for the internationally recognized Certified Financial Planner certification, in association with Indian School Of Business & Finance, an approved education provider with Financial Planning Standards Board, India. During this period I have trained various individuals occupying high end positions in various AMCs and Banks on the finer concepts of Investment Planning and the bouquet of financial products at our disposal.

Unlike other financial intermediaries I work on a fee based model with my clients and provide unbiased financial advice to them instead of engaging with them in the regular commission based model. This has helped me to gain a deeper understanding of human behaviour and responses when it comes to taking financial decisions and also about their ignorance with regard to managing their money. I have recently authored a book titled “Everyone Has an Eye on Your Wallet! Do You?” which is being published by Embassy Books, Mumbai.

My company Horus Financial Consultants was founded in 2009 as a finishing school for aspiring financial planners and I have coached and helped many of them to set up their own practice. Currently we are foraying into the FinTech space - more specifically the Hybrid Financial Advisory space which is a beautiful combination of aggressive expansion through AI based Robot Advisory and consolidation through creating an army of unbiased financial planners. We have already developed a technology platform which is currently being used by our associate consultants and our unique philosophy and process have helped us to have a retention rate of 80% with our clients.

My corporate interventions include awareness programs and training assignments conducted in various organizations such as Infosys, Cognizant Technologies, Tech Mahindra, Thermax, Fundtech, Clarion Technologies, Persistent Systems, KPIT, Piaggio Vehicles, Oracle Financial Services etc.

The topics in these sessions range from Basic Financial Planning Process to Wealth Creation and Behavioral Finance.

Teaching being a natural passion for me, in addition to all of the above, I have done a few guest-lectures in management schools such as MIT school of management, Symbiosis, Times Pro-Learning etc. However due to paucity of time these interventions have been limited so far, which I would like to increase in future.

I have also been featured in various news papers and magazines such as Economic Times, Hindustan Times, Outlook Money & Financial Planning Journal

Connect with me:
+91 8007480300
ceo@horusfinancials.com
4th Floor, Monoplex Plaza,
Above More Supermarket,
Deep Bungalow Chowk,
Model Colony, Pune – 411016

Our Team

Abhishek Agarwal
  • Abhishek Agarwal
  • Sr. Strategist
  • SEBI RIA – INA000004047

Abhishek commenced his carrier in Financial Planning during the final year of his financial management degree at the Pune University in 2009. For deeper knowledge, later he went for his post graduate studies in Financial Planning and completed the program designed for Certified Financial Planner (CFP) in 2010.

Abhishek is a part of SEBI Registered Investment Advisors (RIA) fraternity. Currently, it is a very small community in India. He is also a fellow practising financial planner. He is setting up his fee based Financial Planning and Investment Advisory practice in his individual capacity along with propagating financial awareness among the larger public through the various education programs initiated by Horus Financial Consultants Pvt. Ltd

Apart from helping his clients to achieve financial goals through comprehensive financial planning, he also helps aspiring financial planners to setup their practise.

Away from work, Abhishek enjoys cooking food, exploring natures wonder and keeping up with his family & friends.

Paresh Shetiya
  • Paresh Shetiya
  • Sr. Strategist
  • SEBI RIA – INA000001746

Paresh is a Chartered Accountant with extensive experience of 24 years in Corporate Finance & Accounts as well as Personal Finance. He has served in varied roles such as Partner in CA Firm Kirtane and Pandit Chartered Accountants and as Finance Controller for 10 years in the IT industry.

Apart from Controllership, his industry experience includes exposure to Individual taxation and Payroll & Benefits Administration. He is also a Certified Financial Planner (CFP) and was in Personal Finance practice for 4 years prior to teaming up with Horus Financial Consultants Pvt. Ltd in January 2017. He is setting up his fee based Financial Planning and Investment Advisory practice in his individual capacity along with propagating financial awareness among the larger public through the various education programs initiated by Horus Financial Consultants Pvt. Ltd.

Founder’s Note to Aspiring Planners

Horus was founded in the year 2009, with the sole intention of being a finishing school for aspiring financial planners, who wish to set up their practise and deliver unbiased advice to their clients. In my experience of close to a decade and a half, I have noticed that there is a pent up demand for unbiased advisors who can grow to become a trusted family friend of their clients and can act without any hidden monetary motivation. This is because most of the financial intermediaries work on a commission basis and have a tendency to sell the product that gives them the maximum remuneration.

That does not mean that the advisor shouldn’t be paid! The only way out of this situation is to create a new league of financial planners who work on a fee based model. In my view, the advisor, or in Horus parlance the Strategist, should have a well rounded philosophy and process which can command the respect of prospective clients and in turn be in a position to charge a suitable fee directly from them for the value delivered. Creating these strategists and providing them with the required infrastructure and support is the sole idea for which Horus exists.

The Strategists should be focusing on two things;
  • Setting up the practise
  • Scaling up the practise

Setting up one’s practise is solely based on one’s passion and knowledge. To address this we have created a comprehensive training module which covers not only the core concepts but also the practical application of these concepts through exposure to actual case studies and mini projects. The scope of the training extends to include development of interpersonal skills and overall personality which is vital to thrive in this industry.

However, scaling up is completely about leveraging technology. Keeping this in mind we have created our own financial planning software. This would help the strategists to complete the financial planning process within a small time frame, thereby helping them to accommodate more number of clients within the limited time available.

One message I wish to give all aspiring Financial Strategists is to NOT believe the cliché “Financial planning is at a nascent stage in India”. Raise your self- image and believe that if there is enough value on the table, the client will pay the adequate fee for your services! A lot of quality thought has gone into designing the Horus platform to ensure that you are able to put that value on the table and I would sincerely advice you to check out this opportunity fully.

Careers

Opportunities at Horus are as limitless as the boundaries of your imagination. We're growing all the time and wherever we go and whatever we do, our people grow with us. We give talented and innovative individuals the chance to explore varied career paths in a challenging and rewarding professional environment.

To contribute and be a part of our Growth Plan, drop in your CV with a letter for the position you are applying for at careers@horusfinancials.com

Register with us as an associate

For any query call +91 8007480300
Email us info@horusfinancials.com