About Me
We, at Fincare Services, facilitate our client to channelise their investments to help them grow their wealth since year 1990. With experience of more than 30 years, we are committed to build strong and sustainable relationships with clients. Commitment, passion and integrity combined with the highest professional standards form the cornerstone of planning done by Fincare Services..
Based on client’s requirement and life goals, we make financial plans for individuals so as to provide them security and prosperity. We believe, investment into one asset class is risky, but combination of all is what helps create wealth. Our operations are spread across geographies with base in Mumbai. Our clients are spread across India and outside India.
We believe in quality output, and hence, our experts are qualified investment professionals. Our professionals are Chartered Accountant, Certified Financial Planner and Registered Financial Consultant. It gives us strength by relying on experience and market expertise to assist our clients builds their wealth.
Our services spectrum includes Mutual Funds, Insurance and Fixed Income securities. We work with Public as well as Private Sector entities to provide our clients best opportunities for investment and insurance.
About Work Experience
Romil Lakhani CFP, has experience of research in an Broking Firm and personal Financing and other financial services industry. He has cleared several NCFM modules & is also AMFI Certified. His previous experience has been mainly in broking in an research department. His expertise is in Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management, Tax Planning. He is presently working with Fincare Services as a Financial Planner & making comprehensive Financial Plans for many clients.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Portfolio Management Schemes
Fixed Deposits