By A Certified Financial Planner Unbiased Financial Planning Service

12 Aug 2013 - Services - Pune

Ads Details

Hello,


We are a corporate entity based in Pune, formed in Feb 2009 by a group of financial planning professionals dedicated to creating awareness in the society about developing a healthy attitude towards money. We have strength of 15 financial planning consultants as on date with a collective experience of 100+ years. 

This organization has its foundation built on the core principle of ‘fee based’ financial planning service. This style of professional engagement allows the planner to have an ‘Unbiased’ approach towards his clients, since his income does not depend on promoting/selling a specific product. Also this allows the planner to spend enough time with the clients to understand his needs, patiently take him through the entire planning process and thoughtfully recommend solutions.

If you would like to more in detail kindly call and fix up an appoitment with our Financial Strategist.