About the Company
Year of Establishment2000
Legal Status of FirmLimited Company (Ltd./Pvt.Ltd.)
Nature of BusinessService Provider
Annual TurnoverRs. 1 - 2 Crore
IndiaMART Member SinceJan 2013
MyAdvisor is an Authorised Advisor regulated by the Financial Services Regulator/s. We offer independent fee based advisory services for financial planning, wealth generation & wealth management advice. We are paid by you for all advice work and that means you call the tune. A key benefit of our unique fee based process is that we can afford to heavily discount the cost of your pension, investment and other investment solutions. Our product basket also includes Life Insurance, Property Insurance and Health Insurance are along with support services like Tax planning & real Estate Services.
Being an Advisor means that unlike the vast majority of brokers, accountants, banks and other advisors, we offer the best advice having regard to all your financial needs and all the possible products or solutions of money management. We are not interested in selling you some product from a list you have choice to get them executed thru your preferred or existing known product dealer - we are interested in planning & preparing to meet your Life stage wise goals and building a life long relationship.
The insurance and broker business has always been very sales focused and we feel this approach has lead to many of the image problems the industry has. MyAdvisor along with other fee based advisors are trying to change that approach - with the focus on advice. When we help you deliver on your goals, then and only then have we succeeded.