Financial Services - Noida, Uttar Pradesh, India
We are a bunch of finance experts, seriously a bunch, with combined experience of 30 years in the financial sector. On every other occasion, friends and family used to approach us for financial advice. And well, we could not help them without knowing their entire financial circumstances and aspirations. So, we did a little bit of research and found out there are only about 350 registered financial advisors in India. That further raised a question. Where do middle-class people like us (minus financial expertise) go for financial advice? How do they plan, save and invest? What could be the reason for this huge gap in aspirations and plans? The answer was easy! Private wealth management is quite expensive for the majority. That's where we stepped in.
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