We are a boutique firm dedicated to providing tailored financial advisory solutions.
At our company, we offer bespoke solutions for all aspects of financial planning and wealth management. From 𝒎𝒖𝒕𝒖𝒂𝒍 𝒇𝒖𝒏𝒅𝒔 𝒂𝒏𝒅 𝒆𝒒𝒖𝒊𝒕𝒊𝒆𝒔 𝒕𝒐 𝑷𝑴𝑺, 𝒊𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆, 𝒓𝒆𝒕𝒊𝒓𝒆𝒎𝒆𝒏𝒕 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒂𝒏𝒅 𝒕𝒂𝒙 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒆𝒔, we personalise our services to meet the unique needs of each client.
Consider us as your Personal CFO as we strive to make your personal finance management easy.
Practice at a glance
5
Years of Experience
0
Families Served
₹0
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Gourav SANCHETI.