WHAT IS FINANCIAL CONSULTANCY?

A FINANCIAL ADVISER IS A PROFESSIONAL WHO SUGGESTS AND RENDER FINANCIAL SERVICES TO CLIENTS BASED ON THEIR FINANCIAL SITUATION. IN MANY COUNTRIES FINANCIAL ADVISER HAVE TO COMPLETE SPECIFIC TRAINING AND HOLD A LICENSE TO PROVIDE ADVICE.

WHAT WE DO?

WE PROVIDE FINANCIAL CONSULTANCY TO CLIENTS WHERE FINANCIAL PLANNING , PERSONAL FINANCIAL AND PERSONAL BUDGETING IS DONE. ALSO INVESTMENT PLANNING IS MADE FOR INDIVIDUAL RETAIL CLIENTS AND INSTITUTIONAL CLIENTS,

AFTER THE AGREEMENT WE MAKE RISK PROFILE FOR THE CLIENTS AND MAKE HIM SIGN THE RISK DISCLAIMER FUTURE LOSS OF CAPITAL.

WHAT WE PROVIDE?

1. VIRTUAL MEETINGS

2. FINANCIAL ADVISES AND PLANNING

3. RISK PROFILING

4. PASSIVE INCOME ADVISE

5. BUDGET PLANNING

PRICE & COSTING

 SINGLE PLAN

($100/-)