About Us

Home > About us

About Us

Home > About us

Established in 2014, PurplePond has quickly emerged as a trusted name in the financial planning industry. Recognized for its excellence, PurplePond has been honored with “Best Performing Individual Financial Advisor (South)” award by CNBC TV18 and “Sanjeevani Impact Award” by Axis Mutual Fund and Cafemutual at the Sanjeevani MFD Awards among several others.
Our valued clients benefit from our client-centric approach that blends a deep understanding of their financial goals with a disciplined and systematic process to deliver tailored solutions. We are committed to helping our clients accelerate their journey towards financial abundance.
At PurplePond, we believe in building strong, long-lasting relationships.

Nature of Business

PurplePond offers comprehensive 360° financial planning solutions tailored to our clients’ unique needs. Our expertise in Insurance and Investments allows us to navigate a wide range of products and strategies to help our clients reach their goals and beyond.

Key Benefits :

a. Personalised financial planning:  Our team works closely with our clients to understand their specific needs and objectives.

b. Expert guidance:  Our clients benefit from our in-depth knowledge of the financial market.

c. Tailored solutions:  We develop customised plans that align with our clients’ financial goals.

d. Comprehensive coverage:  Our clients get access to a wide range of insurance and investment products.

Achievements & Milestones

Recognized and Honored with prestigious awards for our innovative and exceptional service.

Sanjeevani Awards, 2024 Under Impactful Category

CNBC Best Advisor Award, 2021

Best Performing Individual Financial Advisor (South) Award by CNBC TV18

Individual Financial Advisor

Best Performing Individual Financial Advisor (South) Award by CNBC TV18

Sanjeevani Impact Award

Sanjeevani Impact Award by Axis Mutual Fund at Sanjeevani MFD Awards

NSE Market Achievers Awards 2018

Regional Individual Financial Advisor – South by NSE Market Achievers Awards 2018

NSE Market Achievers Awards 2019

Regional Individual Financial Advisor – South by NSE Market Achievers Awards 2019

Select Honoured Award 2022

Select Honoured Award by Aditya Birla Capital 2022

Select Honoured Award 2023

Select Honoured Award by Aditya Birla Capital 2023

Highest Fresh SIP Nos Award

Highest Fresh SIP Nos Award by Kotak Mutual Funds

Top GWP Performer

Top GWP Performer for the year 2023-24 Award by Royal Sundaram General Insurance

Outstanding Performance in YTD

Outstanding Performance in YTD Dec 2022 by Max Life Insurance

We secure your future by offering
comprehensive financial plans

Vision

Mission

Purpose

Tagline

To be the most sought-after Financial Planning Company in India.

To touch 10,00,000 lives by 2030 to financial abundance through a process oriented, transparent, comprehensive and customized approach to financial planning.

To help people realize their dream of achieving financial abundance by guiding them through customized financial planning.

Plan | Protect | Plough | Prosper

Governing Values

Integrity in thoughts and action.

Respect for all.

Abundance mindset.

Putting the needs of clients, colleagues and society ahead of ours.

Equipping to adapt to evolving client needs and market dynamics.

Our Team

PurplePond’s growing team of over 40 dedicated professionals is focused and committed to achieving our objective through a structured and ethical approach. We are proud of our talented and diverse workforce, which includes 40% women.

Offices

Chennai

Coimbatore

Hyderabad

Kumbakonam

Salem

Trichy

Our strategically located offices enable us to serve a wider range of clients by offering personalised and reliable investment and insurance solutions in proximity.