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Our Company – Zen Forex & Management has two divisions: (1) Forex & (2) Mutual Fund Distribution. Our company made a modest beginning in Foreign Exchange business, licenced by RBI in 2006 and has grown to become formidable player in the foreign exchange and remittance market . We are associated with both the largest and well know companies – Western Union and Money Gram. We also provide Prepaid Travel Currency Cards. Our ethical business dealings, Compliance and commitment to business have earned us enormous good will and customer base thereby extending our services and expanding into other financial services.
Our other division is Wealth Management and Investment Advisory which is focused on wealth creation for our clients. Our team has proven track record in Financial Services and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate.
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
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Nature of Business
Service ProviderLegal Status of Firm
Limited Company (Ltd./Pvt.Ltd.)Annual Turnover
Rs. 1 - 2 CroreGST Number
36AAACZ2536R1ZQ
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Life Insurance
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| Life Insurance is a contract by which you can protect yourself against specific losses by paying a premium over a period of time. Since each one of us, during our lives are faced with numerous risks - failing health, financial losses, accidents and even fatalities, our instinct drives us to cover ourselves against those risks. Though an insurance cover can't protect you against the emotional losses arising out of these risks, it softens the economic crisis that usually accompanies these losses. |
| Simply put, life brings with it many surprises, both pleasant and unpleasant. By taking a Life Insurance Plan one can ensure that he / she is better prepared to face uncertainties in number of ways. |
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Equity Fund Service
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We are associated with HSE Securities, Member of NSE (Cash & Derivatives) BSE, and Interconnected Stock Exchange of India. We offer both On-line and Off-line Trading Services. Our equity advice is based on strong in-house research Capability. We have an open architecture model and spend much time on researching and selecting the best stocks for our investors, normally with a 1-3 year investment horizon. We study and select the best 15-25 companies and very closely monitor their fundamental parameters. These stocks are recommended to our investors based on their requirements and risk profile. We use a combination of top-down and bottom-up stock picking styles of investing.
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Tax Planning
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| There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less. You will also know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly. |
| We guide you in the Planning & managing your finances and achieving your financial goals. Basic planning starts with Tax planning as good tax planning can increase the take home salary. These investments can also cater to a few of your needs if this is well planned. Tax planning is not restricted only to tax savings investments (Section 80C). There are several other components E.g HRA, Home Loans, LTA, Re-imbursements, etc to reduce the taxable income. |
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Tax Calculator
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Comprehensive Financial Planning
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| We have partnered with 3rd Eye Financial Planners to offer Comprehensive Fee Based Financial Planning Services. 3rd EYE Financial Planners is one of the few Fee based Comprehensive Financial Planning company in Asia, having our first office in Hyderabad, India and is engaged in providing Financial Planning solutions to various individuals like Salaried Persons, Business Persons, Professionals, Retirees, NRI’s, Expats and other select individuals with diverse situations and background having various goals. |
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Systematic Investment Plan ( SIP )
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| No horse gets anywhere until he is harnessed. No stream or gas drives anything until it is confined. No river flow can be ever turned into light and power until it is tunneled. No life ever becomes great until it is focused, dedicated and disciplined." | |
| Self-discipline is the ability to get yourself to take action regardless of your emotional state. The pinnacle of self-discipline is when you reach the point after making a conscious decision; it's virtually guaranteed you'll follow through on it. It is rightly said that 'we are what we repeatedly do; excellence, then, is not an act, but a habit.' |
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Vision
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| To be the most reliable and trusted Financial Planner in the industry |
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