Investment Advisory Services
Our investment advisory services have been designed for those clients who like to be actively involved in daily decision making.
We provide investment ideas, advice and guidance but the client retains ultimate investment control.
We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.
Clients work with us to select from wide range of investment options covering the entire asset spectrum—including cash, fixed income, equities and commodities.
We use advanced quantitative and qualitative fund selection tools so we can bring you the funds or combination of funds that will best meet your investment objectives and deliver long-term performance.
Milestone Financial Consultants
Product Description
Our investment advisory services have been designed for those clients who like to be actively involved in daily decision making.
We provide investment ideas, advice and guidance but the client retains ultimate investment control.
We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.
Clients work with us to select from wide range of investment options covering the entire asset spectrum—including cash, fixed income, equities and commodities.
We use advanced quantitative and qualitative fund selection tools so we can bring you the funds or combination of funds that will best meet your investment objectives and deliver long-term performance.
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About the Company
Milestone Financial Consultants, founded in the year 2005, is an independent wealth management and investment advisory firm built upon a foundation of professionalism, trust and integrity.
We provide objective, unbiased and rational financial advice to individuals, families and institutions. Working in partnership with you, we will help you preserve the value of your assets while simultaneously optimizing their performance through wise asset allocation, prudent risk management and effective investment strategies. We complement these services with robust execution capabilities and attentive client service.
Together with Milestone Financial Consultants, you can carefully define your financial goals and design a strategy to help achieve them. Your individual plan will be based on your unique goals and dreams taking into consideration your attitudes, preferences and present situation.
Seller Contact Details
S-23, 2nd Floor, Regency Plaza, Comba, Margao , Comba Goa - 403601, North Goa, India
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