Richmond private wealth india

Financial Services - New Delhi, Delhi, India

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Puneet Kakkar

Chief Financial planner

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Richmond private wealth india Details

Richmond Private Wealth was established to address a systemic problem that has plagued investors for Years : Big Banks, Horizontally integrated brokerage firms claiming to be financial advisors, when in reality they are manufacturers and salesmen of financial products. Even Private Banks play a leading role in mis-selling to their customers because of creating high revenues.At Richmond Private Wealth, We are Experts In – Wealth Advisor , Strategic Planning, Tax consultant, financial Security, Succession planning – but we are never proprietary salesmen.Richmond Private Wealth is unique: Independently owned, registered investment advisory firm that has proved performance based Relationships with client, Expertise in Research & integrate comprehensive tax planning with our investment advice, Managing a unique business model that incorporate legal and investment expertise integrated sophisticated process planning, while fully retaining our sovereignty. Pilot by a partnership of experienced investment professionals with their own established practices, Richmond is in an ideal position to meet client demand for more Investment Expertise, transparency and independent thought at a time when confidence is shaken and trust in the Private Banks & traditional brokerage system has been lost.

Employees: 1
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Location: New Delhi, Delhi, India
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