Mansi Doshi's Contact Details

Mansi Doshi's Company Details

Kongruent Wealth Management Services LLP

Mumbai, Maharashtra, India • 6 Employees
Financial Services

Kongruent,Where your financial goals are oursKongruent Wealth Management Services LLP is a financial advisory firm that offers to manage your financial future. Committed to our core belief that says - ‘Your financial goals are ours', we offer an array of Wealth Management Services including Growth, Preservation and Transmission. Our endeavor is to be with you at every stage of your life: - Early earning years were buying a house, prepaying debt, protecting young family and beginning wealth management are your top most priories - High Earning Years, where significant capital accumulation, financing your children's higher education, saving for your own retirement or providing financial support to old parents is paramount, or - Pre-retirement & Retirement Years where providing adequate funds for retirement and transmission of assets to the beneficiary in a tax efficient model takes centre stage. As a Registered Investment Advisor under SEBI Regulations, 2013, our expertise is always in line with the latest developments in the financial world.Where your finances meet our expertise Our process takes an end-to-end route to ensure you and your finances remain one step ahead. At the outset, we identify and clarify the current situation and assess the on-going dynamics of the financial markets. This is followed by developing a deep understanding of your specific financial goals. There on, we analyze the opportunities at hand and develop a unique and targeted solution that meets your objectives. We implement the initiatives with integrity and adhere to a constant monitoring and review framework to ensure your finances are secure and scalable at the same time.Where we excel, when YOU excel. The pathway to your success is the path to our success. Working towards your financial goals and strengthening your portfolio while leveraging our years of experience forms the core of our existence.