We are NOT EXPERTS in INSURANCE or MUTUAL FUND “SELLING”
BUT
we very well know how to do NEED ANALYSIS AND DESIGN A PERSONALIZED CASHFLOW PLAN ACCORDING TO OUR CLIENT NEEDS, RISK APPETITE, AND WITHIN THEIR BUDGET.
From planning to buy a car, International Vacation, Child's Education and Marriage, Retirement, or your dream home, we can build a customized plan just for you.
Others call themselves experts but we have full faith in our clients that they will call us experts while referring us to others, as we believe in providing the best-unbiased assistance to you for any of your financial needs and planning.
For us, the client's trust in us is over and above our commission and we can never missell any products just thinking about our commissions.
Anyone Trusting us with their life's savings is the BIGGEST AWARD for us and not breaking that trust is our BIGGEST RESPONSIBILITY.
All Leading Life Insurance And Mutual Fund Companies.
I am Akash D. Chindaliya, Born in Sardarshehr (Rajasthan), raised in Surat(Gujarat), and did my Graduation in B.C.A at Bengaluru in which I secured a University Rank and was awarded a GOLD MEDAL by the Governor of Karnataka.
I am the 7th generation in my family's Textile Business. Apart from continuing the tradition, I wanted to do something which I personally like, Financial Planning. So after 5 years of reading and informal helping in making financial plans, I finally took a formal step forward in this direction.
My investment principles are heavily inspired by Robert Kiyosaki, Peter Lynch, and Parag Parikh sir.
I very well understand that Rome was not built in a day but Hiroshima was destroyed in seconds. Hence, I will never suggest anything to my clients that I don't personally believe.