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Financial Services

01 Aug, 2024

Financial Sketchers - Best Financial Planning Advisory Firm

Gautam Buddha Nagar, UP 201301Show Map

Description

We specialise in mapping your financial goals over your life stages, reviewing alignment of your existing investments these life-goals, weeding out any under-performing assets and recommend 100% customised investment strategy best suited specifically for your goals & capacity.


What Makes Us Unique:
1. Door-step service - anywhere in the world : We are head-quartered in Delhi NCR and function out of 4 cities in India, in addition to overseas presence in UAE, Kenya, UK, Singapore and Hong Kong. We prefer to meet all our clients in-person - anywhere in the world. This approach has helped us build long-term relationships with over 1200 Indian families across 15 countries who have trusted us with protecting their financial goals worth Rs. 1600 crores.


2. Product Agnostic : We are an independent financial advisory firm carrying over 300 investment products in our portfolio - carefully handpicked from leading Financial Institutions from India & overseas. This implies we are not obligated to recommend any specific products from a particular Company. Further, it allows us to blend multiple investment products to craft a unique investment strategy that is aligned to your specific goals, investment capacity & personal preferences.

LOCATION

Gautam Buddha Nagar, UP 201301

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