About the Company
Nature of BusinessService Provider
IndiaMART Member SinceJun 2016
As a Financial consultant we work with companies and individuals to plan for their financial futures by offering information and guidance on topics that include taxes, investments and insurance decisions. We work closely with clients to offer personalized financial advice.
We meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. As a consultant we help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. We assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan. In addition, we are licensed to sell financial products such as insurance policies, mutual funds, stocks and bonds.
We offers money management advice to people and businesses. We guide on how to reach long-term financial goals, which may include a debt management plan, investment advice, or developing a savings plan & help clients coordinate all of their financial goals.