Proficient Financial Planners
Offers transparent financial advice where fees are the only income, ensuring unbiased recommendations without commissions from product sales.
Utilizes a structured 6-step process defined by the FPSB to create tailored financial roadmaps for individuals and families to achieve their specific goals.
Operates as a well-regulated and licensed firm, adhering to stringent ethical practices and standards mandated by SEBI for investment advisors.
In this service we provide you complete management of investments in Mutual funds or Portfolio Management Services of stocks under Direct plans. Direct plans are zero commission and low-cost plans offered by mutual funds and PMS providers which removes the conflict of interest from the products advised.
Historically most companies have been conducting Tax planning sessions for their employees but with changing trends, they are today focusing on health and well being too. We live in an ever-changing environment which makes it necessary for employees to also learn Personal finance skills dealing with creating an Emergency fund, need to have adequate insurance, investing in the right assets etc.
We run monthly paid workshops on various topics scheduled on the 4th Saturday of each month at 7pm. The details of the various workshops are given below.
Most people confuse Financial Planning with investment management not knowing that it’s much more than that. Financial Planning is a process which helps in creating a roadmap to help you achieve your financial goals in a time bound and planned manner.
Financial planning is the process of creating a roadmap to achieve your financial goals, which is broader than just investment planning and follows a 6-step process stipulated by the FPSB.
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Kochar Bliss - 4th Floor, A8&A9, SIDCO Industrial Estate, Guindy, Chennai - 600 032.