About UsSre financial planners (sre fp) is promoted by sykes & ray equities
group,a renowned business house in the field of financial services in
india, since 1990. Sre fp has been established to initiate an
entirely new platform for disseminating financial planning services in its true sense.
As professionals it committed to the highest standards in the financial services industry. The teams of certified financial planners(cfp)are dedicated to help our clients achieve great results through strict quality and service codes
It focus on unbiased strategies and advice the clients to best meet their objectives, without any conflict of interest. |
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 | Fact Sheet | | | Year of Establishment | : | 1990 | | Legal Status of Firm | : | Limited Liability/Corporation (Privately Held) | | Nature of Business | : | Service Provider | | Number of Employees | : | 101 to 500 People | | Turnover | : | More than US$ 100 Million (or > Rs. 400 Crore Approx.) | | Major Markets | : | Indian Subcontinent |
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QualitySre Financial Planners fosters the long-term relationship with its
clients based on 4 fundamental pillars of financial services:
- Integrity
- Competence
- Discipline
- Professionalism
It follow a highly personalised approach and give tailored advice to our clients according to their life''''s goals and objectives.
Company take the clients through the 6-Step process of Financial Planning which helps us maintain life long relationships:
Step 1 - Establishing the Client-SRE FP relationship: It explain the services it provide and define the deliverables from both sides, yours and ours.
Step 2 - Collecting Data: Based on a specially drafted ''''Client Fact Finder'''' it gather the relevant data that will help us prepare your roadmap to financial freedom.
Step 3 - Analyzing the data: The Certified Financial Planners, backed with our solid research, study and evaluate all your information and documents to prepare the right financial plan for you.
Step 4 - Giving recommendations: Your Financial Plan is presented and explained to you thoroughly. It go over the recommendations to help understand them so you can make informed decisions.
Contact Details| | Company Name:
| Sykes & Ray Equities | | Contact Person: | Mr. Jaishank Gupta | | Telephone: | +(91)-(22)-22797300
| | Mobile / Cell Phone: | +(91)-9870213489 | | Fax No: | +(91)-(22)-22883564 | | Address: | 1st Floor, Doulatram Mansion, Kitridge Road, Colaba, Next To Colaba Fire Brigade, To Colaba Fire Brigade, Mumbai, Maharashtra - 400 005 (India) |
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