Allworth Finserve Pvt. Ltd. - Certified Financial Planner (CFP) Distributors
Member since Jul 26, 2018
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About Me
The management team consists of Certified Financial Planners, Chartered Wealth Managers, Chartered Accountants, Investment Planning Specialists, Risk Management and Estate Planning Specialists, Retirement and Tax Planning specialists, Investment Bankers, NISM certificate holders and holds more than 22 years of experience in Financial sector. Through our services, we believe in building trust, honesty and transparent processes to cater every consumer needs.For the last 22 years we have been providing consultation and support to our clients in achieving the all aspects of Life Financial Goals through various Financial Planning Techniques. We also provide training to clients in financial sector. We have expertise in Financial Planning, Invetment Planning, Tax Planning, Retirement Planning, Risk Mitigation Planning, Estate Planning Mutual Fund Investments, Stock Broking services/ Stock investments, PMS, Bonds, NCDs, FDs Health Insurance, Life Insurance, General Insurance, Housing Loan, Loan Against Property, Personal Loan, Vehicle Loan, Private Loans, MSME Loans.
At Allworth Finserve, we understand clients' Risk Profile, Determine their various Financial Goals and fix Time Horizon to achieve those and help them to achive their goals by using various Financial Planning techniques. Having a sufficient product basket across different asset classes, risk profiles and by different companies is very crucial to offer universal, impartial and need-based well-thought-out solutions or strategies to clients. We provide our clients with a single point, unhindered access to a rich basket of growing financial products.
About Work Experience
For the last 22 years we have been providing consultation and support to our clients in achieving the Life Financial Goals. We also provide training to clients in financial sector. We have expertise in Financial Planning, Invetment Planning, Tax Planning, Retirement Planning, Risk Mitigation Planning, Estate Planning Mutual Fund Investments, Stock Broking services/ Stock investments, PMS, Bonds, NCDs, FDs Health Insurance, Life Insurance, General Insurance, Housing Loan, Loan Against Property, Personal Loan, Vehicle Loan, Private Loans, MSME Loans.
We take pride in calling ourselves “advisors to middle class Indians”. We are extremely conservative in our approach to investments. We know perfectly well that our 90% of retail investors lose money in stock markets. Promoters/management of Alfincorp has about 2 decades of experience and expertise in financial market. The forte of core group of AlFinCorp is portfolio management and optimization of investments. With this background in last 22 years not a single investor has lost money investing through us.
We take an extremely calibrated approach to investing. We will look at several subjective & objective parameters before recommending a scheme or a product.
Experience & Qualification
Qualification
CFP, CWM, PGDM, NISM, III..
Experience as an Advisor
22 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Share Trading & Demat
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Technical & Research Analysis
Share Tips & Trading Tools
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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Certified Financial Planner - FPSB US
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Chartered Wealth Manager - AAFM, US
Address
Allworth Finserve Pvt. Ltd.
4/338, Vivek Khand,
Gomti Nagar,
Gomtinagar,
Lucknow,
Uttar Pradesh, 226010
LICENSE
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Mutual Fund -
ARN No.
ARN-261883 - Validity -
11-01-2026
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