About Me
We fully realize that ultra-busy lifestyle of present times leave you with very little time to plan wealth and that is where we at Nawanidhi Financial Services come into play. Our customized services includes Wealth Management and Financial Planning.
We make wealth planning easier and simpler by conducting extensive research and thorough in-depth analysis of the market. This enables us to make practical and potent strategies that help you achieve your goals. We believe in highest level of ethics and close customer connect.
We help our clients in nurturing and multiplying their wealth and assist them in realizing their financial goals. Analyzing & Creating wealth, though look simple but is a specialist’s domain. It is here that we come into play and help our clients in the efficient management of their investments through a range of wealth management services.We guarantee Honesty, Transparency and Fairness imbibed in all our dealings.
We offer a range of wealth management investment products such as mutual funds, debt, stocks. We cater to a wide spectrum of society which includes corporate professionals ,self-employed, businessmen, NRIs, retired individuals
Advantages of NFS Wealth Management Services
1.Unbiased and Neutral Suggestions: We are proud of the fact that our recommendations are unbiased; we have no interest in any particular company or organization.
2.Personalized Solutions: We give our clients one-on-one attention and help them set up customized investment plan that takes into account a variety of objectives and risks. We devise an exhaustive solution after careful evaluation of various pros and cons. Our aim is to provide you with different investment options that can keep your capital protected as well as bring returns for the future.
3.Exhaustive Research That Keeps You Ahead: Our detailed and comprehensive research has always found an enthusiastic response from the clients. Our delivery and support modules are updated over time. Our clients get access to online portfolio information with real-time updates as well as value-added advice on portfolio churning
We are Certified Financial Planners with offices in Bangalore & Mumbai
About Work Experience
A qualified Certified Financial Planner, MBA in Finance with 15+ years of work experience in the areas of financial planning & wealth management.
Experience & Qualification
Qualification
MBA-Finance,CFP
Experience as an Advisor
20 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs