Amigos Finserv - Certified Financial Planner (CFP) Advisor in Borivali East, Mumbai

Amigos Finserv - Certified Financial Planner (CFP) Distributors

Member since May 9, 2013

9820798844

atul@amigosfinserv.com

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About Me

Fee only SEBI Registered Investment Adviser and Certified Financial Planner FINANCIAL PLANNING, INVESTMENT ADVISORY & MANAGEMENT, CONSULTING services. We are an independent, 'fee-only' financial services firm specializing in the field of personal Financial Planning, Investment Advisory & Management and Consulting services with a deep commitment to fulfilling our client's financial advisory needs. We do not represent, hold any affiliation or are linked to any financial institutions like banks, insurance companies, asset management companies, NBFCs, etc. for any kind of selling or marketing of their financial products. We do not receive any remuneration, brokerage, incentives, commissions or any consideration of such types from any financial product providers on the advised financial products/transactions that may result from the implementation of our suggested financial plan, investment advisory & management and/or consulting services. As an Independent Financial Planning firm, we help our clients through the process, or direct them where to go online to get competitive rates and do it themselves. Our remuneration is the fees agreed and paid by the clients for the services rendered to them. We charge a flat fee for providing financial planning and investment management services. It is not at all linked by way of any percentage or size of your income, quantum or class of assets under advice. We research whole of the market and as far as possible depending upon the product availability to suit your requirement, our advice can include investment portfolios that may consist low cost / zero commission products such as Mutual Funds (DIRECT plans), Stock portfolios, ETFs, PMS, AIF, PPF, NPS, Govt. small saving schemes, Bonds, Peer to Peer (P2P) Lending, etc. and financial risk management insurance products like pure term life insurance, health/medical insurance and other general insurances. We work closely with clients to ensure that their interests are at the absolute centre of everything we do.

About Work Experience

20 years

Experience & Qualification

Qualification