Selecting your Financial Adviser

Getting to know your Financial Adviser is of prime importance in ensuring a successful Client-Adviser engagement. The Client has to evaluate key factors before he can finalize on his/her personal Financial Adviser. In addition to details like Qualification, Experience and Competence the client has to spend some time understanding the finer aspects of the way his/her Adviser functions. Attention should be given to the Adviser's problem solving and objection handling techniques. The Client and the Adviser have to invest time together over the years. Hence it will be a good idea to do a checklist of your Ideal Adviser

How 29k can Help

We have a team of Financial Advisers from various backgrounds covering different markets and regions. Each of our Advisers have been subject to rigorous training and development programs and are Qualified to peruse in different areas of Financial Planning and Advisory related business. Each Adviser possess a unique characteristic of their own. We will help identify the right adviser who will match up to your specific requirements, an Adviser with whom you can share your life goals and dreams.

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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