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Celeb financial planners global
Financial Planning

Contact Information:

Noida, Uttar Pradesh 201301
T: 9811536424

Years in Business:



Clients I'm Seeking:


Iam seeking clients for financial planning and advice.My target segment includes individuals earning more than 5 lacs p.a and self employed earning more than 8 lacs pa.

About My Business:


The company is responsible for designing financial plans that will take the client from where he is now to where he wants to be in the future, i.e. a plan that satisfies his needs and objectives. • We analyze his needs and objectives • Match these with appropriate products and services. • Work out a financial plan • Implement the plan • Provide ongoing review to ensure the chosen investment strategies continue to match his changing objectives • Modify the investment solutions as required. As we have the required technical and an intuitive skill sets which is enforced because of the theory behind investing, economics and strategies we have, we can create a practical plan for you. We will be implementers, a make-it- happen professionals. We give you recommendations and then educate and advise to take actions. Every financial planning we do is supported by research and training

Years in business:
Member since:
Clients I'm looking for: