Financial Planning Service

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• Mostly when people think of Financial Planning, they think about investments. Some of them also feel it has to do with mutual funds and insurance. Honestly neither of its true.“Financial planning is all about channelizing your financial resources (income and Balaji - Investments) towards your financial goals.
Financial planning is the disciplined process through which an individual can make roadmap to meet expected and unforeseen needs in his life.
• How is it different from Balaji - Investments management Balaji - Investments management means taking care of the needs of affluent clients, their families and their businesses as part of a long-term, consultative relationship."
While this sounds similar to Financial Planning (FP), it differs in the sense that Financial Planning is for one and all while Balaji - Investments Management (WM) is only for a select few.

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Balaji Investments

Amravati, Maharashtra
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Product Description

Mostly when people think of Financial Planning, they think about investments. Some of them also feel it has to do with mutual funds and insurance. Honestly neither of its true.“Financial planning is all about channelizing your financial resources (income and Balaji - Investments) towards your financial goals”.

Financial planning is the disciplined process through which an individual can make roadmap to meet expected and unforeseen needs in his life.

• How is it different from Balaji - Investments management? Balaji - Investments management means taking care of the needs of affluent clients, their families and their businesses as part of a long-term, consultative relationship."

While this sounds similar to Financial Planning (FP), it differs in the sense that Financial Planning is for one and all while Balaji - Investments Management (WM) is only for a select few.


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Financial Planning Service

About the Company

Year of Establishment1996
Legal Status of FirmLimited Company (Ltd./Pvt.Ltd.)
Nature of BusinessService Provider
IndiaMART Member SinceFeb 2014
Mr. Mahesh Gattani started his carrier in the year 1994. A small venture was branded as Balaji Investments in the year 1996. Our expertise contains Mutual Fund Advisory, Equity Broking and insurance. Mr.Gattani is based out of Amravati and manages assets of 30crs in Mutual Funds; 25crs in Direct Equity Portfolio and till date have assured life worth 90crs. Apart from this also has significant presence in Fixed Deposite Space.
Our work was appreciated by CNBC-TV 18 in the year 2010. Balaji Investments was awarded Best Financial Advisor in up country location category. Up country locations consists of Maharashtra-Gujarat & GOA.
Besides being based out of a small place like Amravati, Our office infrastructure and well trained staff are the key ingredients for our success.
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Seller Contact Details

Mahesh Kumar

No. 27, Ambapeth, Amravati
Amravati - 444601, Maharashtra, India

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