Arrange for a complimentary discussion meeting

The first meeting with your Financial Adviser is complimentary and non obligatory. This meeting should give yourself and your Adviser some quality time to discuss on the scope, range and/or any limitation on our service offerings. Our Financial Adviser will brief you on the financial planning process and set expectations for the future meetings. Upon request your Adviser shall share some sample financial plans and review reports. The client shall also be briefed on the tools the Adviser will use to perform the financial analysis. Our compensation shall be explained and sample fee calculation file can be shared upon request. Finally the Client may use this opportunity to gather any professional references/testimonials to help make the decision.

How 29k can help

Please fill in the enquiry form. Our representative will get in touch with you to arrange a suitable time and place for the discussion meeting. Alternately you may email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Vision

Our Vision is to become a provider of superlative financial advisory services by redefining service delivery through constant innovation. We see ourselves hand holding our Clientele through their life stages enabling them to fulfill their dreams and achieve financial freedom.

Mission

Our Mission is to provide the ultimate in quality service to our clientele. We are committed to help our clientele achieve financial success through holistic advice and professional guidance. We strive to empower our clientele in making well informed decisions that are in consonance with their goals.

Online Advice

We value the essence of time. To many of our Clients and Advisers, time is of utmost value.We understand this and therefore have the Online Advice platform.

 

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Speak to a Financial Adviser

Call
+91 90 19 110 110
or
have one of our Advisers
contact you