Trusted Financial Advisor

Xpert Financial Planners is a leading insurance & wealth management service provider located at Sasthamcotta, Kollam Dist. Kerala with over 25 years of expertise. We strongly follow the motto of exceeding the expectations of our customers through transparent and trusted methodology.

We have an established portfolio in investment and Insurance. Allied with LIC OF INDIA , UTI MF, SBI MF, LIC MF, SUNDARAM MF, RELIANCE MF,INDIA INFOLINE, UTI TSL, General Insurance Services & Brokers Pvt. Ltd .

Now we are seeking an assignment in a stimulating work environment that encourages continuous learning and provide exposure to new ideas, personnel and professional growth.

Sreejith R Pillai

Mr. Sreejith R Pillai, is the cornerstone of Xpert Financial Planners with over 25 years of experience in Corporate Financial Planner for leading institutions and firms across India and abroad. His expertise is also expanded in the field of insurance, tax solutions including corporate and individual taxation, stock trading, mutual fund investment and banking.