Your Financial Success is Our Priority
We help in setting up your financial goals, actions to remove obstructions and find out means to achieve them on given timelines.
We help in setting up your financial goals, actions to remove obstructions and find out means to achieve them on given timelines.
A fiduciary responsibility, a thorough review of your current financial situation which involves and understanding of your financial goals and then development of a plans to achieve them.
We cater tax consultation on various complex direct tax spectrum with diligently following the norms laid by Income Tax Dept. it covers, guidance on various tax saving strategies and help in implementing them with proper legitimate way.
Our Investment advisory help investor to meet their objectives with all due diligence. It does not restrict only one asset class but ensure all suitable assets are taking in account while preparing portfolio.
We believe the best way to fulfil the responsibility as an advisor is to be Fee-Only. This removes as many conflicts as possible and puts us firmly on your side. So is the reason, we are neither associated with any third party to sell/promote financial product nor agents of mutual fund, insurance etc.
We are targeting to ensure everyone have access to financial wellness in India and each individual have their goal and objective met with robust financial planning.
Our vision is to be Trusted, Reputed and Successful advisory company primarily in fee-only space where client’s interest come first. We also want to focus on financial education which reaches to the right people in right time.
We pursue Fee-Only Financial Planning & Advisory model in India. When we say Fee-Only, this means we only charge fees for our advice, preparation of financial plan, recommendation on investments, computation of income, filing of income tax returns.
Having high level credentials/qualifications, experience, client-centric & conflict-free. Also recognised by SEBI as Investment Adviser.
No matter what, we protect clients Confidentiality because keeping up the Trust is our backbone.
This is another reason why we put your interest ahead and on top priority. Safeguarding your interest is our prime objective.
We work for you only & not influenced by third party. Fee-only approach is the way to be unbiased.
We believe the best way to fulfil the responsibility as an advisor is to be Fee-Only
“Investments in securities market are subject to market risks. Read all the related documents carefully before investing.”
“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”
Details about Complaints – February 2024 | ||||
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At the beginning of the Month | Received During the Month | Resolved During the Month | Pending at the end of the Month | Reasons of Pendency |
0 | 0 | 0 | 0 | NA |