This post is quite close to our hearts. Because in many ways, it defines who we are.
Let us talk about two recent examples.
The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to better use, but who has the time with a 12-hour job! While we were discussing his financial goals, he gave us a pile of 5 booklets (call them policies). And he smiled and said – “Can you please go through them and tell me what to do?”
And so we did. We not only analyzed the policies for him, we ended up giving him some useful advice, based on our expertise.
So, trust us when we say we go beyond our job description, to help clear those small doubts in your head, which you never ask or share with others!
A month back, we met a 22-year-old female who wanted to start saving. It was a usual savings-discussion we were having when she mentioned, how she had no idea about what her tax liability would be that year.
This was of concern because she had just received her salary slip where tax had been deducted for the very first time. She asked if we could help her. And there we were, helping her calculate her tax.
The point we are trying to make is – we are always there for you.
We can never promise to do just everything for you, but if it is within our realm of possibility and knowledge, then we go all out to help you.
You must be thinking why on Earth do we do it? Well, we believe in getting married to our clients. We are not just a platform where you can begin investing or a set of people who will list out 3 funds to invest in.
We are a bunch of financial experts who treat our clients like family. And we do that in our style!
Did a financial query just pop up in your mind? Do not hesitate to call / Whatsapp us on +91 97693 56440. You can also comment on this post or email us on firstname.lastname@example.org