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First Source Financial

It is a specializes in offering Comprehensive Financial Planning services to our clients, across geographies with the help of technology. Ours is a fee model and distributor model for client convince, which ensures that our advice & recommendations are as per client need. We have an expert team consisting of qualified financial planners to create comprehensive financial plans for you. Our plans are constructed after incisive analysis & with the aid of strategic inputs from all planners involved, to ensure that we deliver clarity & outstanding value to you.

Factsheet

Basic Information

Nature of BusinessService Provider
Legal Status of FirmIndividual - Proprietor

Statutory Profile

GST No.27ALOPK9671J1ZA

Why Us?

When you have many goals and dreams, you need to first know if these are achievable & how to achieve them. One may not even be aware if they are going in the right direction. In a financial plan we put the goals in perspective, do a reality check about their achievability & come up with strategies and actionable recommendations. Now, this is required by everybody, isn't it?

Problems today - Today, many of us are in well-paying jobs and have fast-track careers. We earn well, but do not have the time to manage our finances. Money earned is invested without much thought; it's invested based on hear-say or some friend's advice.

Many times, money just lies in the bank. Worse still, it is frittered away in frivolous spending. Earning well is fine; but income is not wealth. We plan birthdays, holidays, but have no time to plan our finances, which impacts every other thing in life! A proper financial plan would give clarity & direction about what we need to do to achieve the goals.

The question is not whether you need a plan… it is whether you can do without one!

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