VIKAS WANI - Certified Financial Planner (CFP) Advisor in Ring Road, Surat

VIKAS WANI - Certified Financial Planner (CFP) Distributors

Member since Jun 18, 2013

9898391723

imvikas4uonly@gmail.com

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About Me

We have incorporated our firm in the year 2004; and at present having 800+families as satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Financial Planner(CFPCM) and Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

About Work Experience

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer... Client Centric Approach: All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process. Rich Product Basket: We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach. Focuss on Customer Satisfaction: We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints. Value Added Services: Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere. Right Experience & Skills: We have over 10 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals. Driven by Passion: Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.

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