Financial Planning partnership is critical to taking the service to the masses. As there are very few SEBI registered investment advisory companies in India at the moment, partnership is the only way to bridge the gap. Moreover, even lesser number of companies are doing both – financial planning as well as execution. That is why, if you are a chartered accountant, a finance consultant or an investment company, and you want to use our expertise to help your clients, please get in touch with us.
We could be of much help to your clients. Kindly drop an email to “firstname.lastname@example.org”, and we shall get in touch with you. Or else, just pick up the phone and call us in the numbers mentioned above.