More about us

 

If you are looking for financial advisors who are certified and have the required licenses and regulations to offer financial decisions then you are at the right place. We are one of the well-known financial analyst companies and we help you in the different aspects of financial planning.

We offer our advice on flat pay structure and not on commission. This means we earn money at a flat rate and thus you rest assured that any financial instrument that we sell to you is not based on any commission. We have no intention to sell a product to you just so that we can earn a better commission.

We follow the code of ethics and we are there to take care of your best interests. We help our clients to save and invest and guide them in ways in which they can grow their money. We help them in achieving a particular financial goal that they may have. It could be a short-term or a long-term financial goal. We also have specialization in real estate as well as retirement planning.

When choosing a financial advisor, clients consider the cost that is involved as well as the complexity of the financial situation is. We help you and make sure that you do not end up spending money unnecessarily. We have tailor-made services to all our clients and thus you get what you pay for.

We also let you chose from a human advisor or a digital advisor. The digital advisors give you the same level of help and assistance as a human advisor does, but at a much lower cost. The digital advisors charge a very low amount as compared to human advisors.

A digital advisor could help you if you want guidance on what instrument you should be investing into and also in managing your portfolio. A human advisor is recommended if your financial situation is very complicated and you have some specific needs that you would want to discuss with someone.

We are well trained and not like any other financial advisor that you may meet. We have a license to sell the financial instrument to you.We have a fee-only system which means that our financial plan is very comprehensive and our aim is to give to the client the best possible solution. We do not receive any kind of commission and thus it is only through the fee paid by the client that lets our business run. And for that, we strive hard to give the best solution to our clients so that they keep coming back to us.