About Me
7elevenmoney is wealth management firm that adopts a client centric approach towards working on financial solutions by advising several senior govt. and pvt. sector executives, businessmen and HNIs on their personal wealth. We aim to simplify your investment planning process by integrating all aspects of your financial life - Tax, Estate Planning, Investments, Insurance and Liabilities. To fulfil this aim, 7elevenmoney is guided and mentored by a few corporate executives having international exposure from the corporate world.
Our clientele includes MDs, CEOs, CFOs, Directors, Senior VPs, National Sales Heads, International Pilots apart from several govt. and pvt. sector officials. We have not lost a single client since the start of our operations.
About Work Experience
7elevenmoney has a total of over 10 years of experience towards managing the wealth of over 85 families.
Experience & Qualification
Qualification
M Com
Experience as an Advisor
19 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
Housing Loans
Financial Education Providers
Will Writing Services
Fixed Deposits