Financial Services - Mumbai, Maharashtra, India
Investor Shoppe Consultancy Pvt. Ltd is an independent firm of Financial Advisers; headquartered in Mumbai, however, we are in cyberspace and hence everywhere. As one of India's leading firms of independent financial advisors, we specialise in unravelling the financial industry's rules and regulations in order to benefit you, our client. Our aim is to provide advice on all aspects of Financial Planning in an easy to understand way and tailor the advice given to individual circumstances. We want our relationship with you to be on-going, and a positive & profitable experience for you. Situations in our life change dynamically:- the happy ones like getting married, additions in family, increments at work, desire to start a business and the not so happy ones like losing a job, losing a family member etc. And of course, the situations on which we do not have any control on: volatility in the stock markets, changes in taxation rules, regulatory changes, political events etc. To be able to take charge of all the changing circumstances in your lives, one of the most unique features that we offer is the real time on-going review of your income and expenses, your assets and liabilities, your goals & objectives, your risk profile as well as taxation, estate planning and a very essential investment documents wellness audit. We take great pride in being expert advisors and not sales people. Our view is to be ethical and transparent, and to work in your interests at all times.
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