Financial Services - Mumbai, Maharashtra, India
We are one of the leading financial consultants in Mumbai and manage assets worth hundreds of crores. We provide financial planning, investment planning and income planning assistance to Corporations, Trusts and High Net worth Individuals. We offer an array of equity research and investment management and advisory services and cover all the financial products available.Born in 2005 we have evolved over a period. Taking baby steps and learning about various financial products we graduated to becoming a corporate entity in 2010. The journey has been exciting. Clients became friends, friends became families. We have Matured.We take a private banking approach to our advisory business. We provide full service to the extreme-helping clients with virtually any life challenge, negotiating a car loan to finding affordable home loans. We serve more than 250 clients and more than 100 families. Our favorite job is being able to give our clients a bigger picture of their financial lives and how our advice will make their lives simpler.For us, our clients are like family.Services we ProvideInvestment Consultancy Services - Finance is simple made complicated by products. We try to keep your financial life simple by recommending simple products that suit your needs. Based on client needs the available funds are allocated in various available financial products like Mutual Funds, Insurance or Fixed Deposits.Tax Consultancy Services - Complete consultancy on taxation, tax saving instruments, tax planning, etc Estate Consultancy Services - Our legal expert will take you through the process of creating a WILL. We also help our clients in creating Power of Attorney when need arises due to illness, disability or advanced age or a combination of multiple factors.
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