Escalated Wealth Distributors LLP
Financial Services - Kolkata, West Bengal, India
Escalated Wealth Distributors LLP Employees
Escalated Wealth Distributors LLP Details
We help clients take Informed Decisions for Life. We believe that electronic media is the strongest platform to interact with clients. We had started eWealth in 2012 in order to help our customers meet their Financial Goals by suggesting various financial products available in India like Mutual Funds, Insurance, Loans, and also structuring specific products using bonds, stocks, or derivatives. We are a team of professionals who have spent more than 15 years each in different Financial Advisory roles. We are in the process of building a team of well-trained Relationship managers who will be needed to clear all regulatory certifications plus and the CPFA (Certified Personal Financial Advisor) certification of the National Institute of Securities Market.Thus we would like to follow a diligent Financial Planning process with each and every customer before recommending a product. Financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.Our Mission:• Create Best in Class Customer Experience, where every transaction will be recorded and archived for a decade.• Follow the process of NRPR diligently for each and every Client. (Need Analysis > Risk Profiling > Product > Review)• Create an environment friendly business. Try our best to avoid use of papers is just one of our first targe
