Orbit Financial Services - Mutual Fund Advisor in Kandivali West, Mumbai

Orbit Financial Services - Mutual Fund Distributors

Member since Jul 5, 2019

9819504547

kshitij@orbitfin.com

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About Me

Begin your financial planning not by investing. That would mean cooking food without knowing how many people you’d be cooking for. Instead start financial planning by reviewing your overall financial profile. And when reviewing your financial profile, consider matters like: Insurance Investments Once you know your position with respect to each of these, you can start to build an investment portfolio.

About Work Experience

Orbit is an independent, unbiased financial advisory company with a client base of over 10000 investors. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and general insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy we give equal importance to all our clients irrespective of their investment value. We are today serving all types of clients – right from “Do it yourself” investors who know what they want, to investors who are looking for a second opinion on their selection, to investors who want to rely on an Expert Financial Planner who will be their ‘Financial Doctor’ and will work with them towards achieving their life time financial goals. Why Orbit? To understand client’s needs, objectives and available resources evaluating the same and then suggesting the best available investment products. To make best suitable decisions in order to manage your investment saving. To rightly choose the products in order to protect and create wealth. To review the financial situation on a regular basis and revise the plan as required. To ensure meeting your life goals and through proper management of your finances. Life goals can include buying a home, saving for your children’s education, planning for retirement and many more The first step in developing your financial plan is to meet with an advisor. At Orbit, we use our unique discovery and assessment processes. This complimentary process begins with a review of your current financial circumstances, anticipated changes, future goals, and results in your customized plan. Call us today to book your assessment.

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