Where do you need Investment Advisors?
You can find the best Investment Advisors on Bark. Start your search and get free quotes now!
First time looking for an Investment Advisor and not sure where to start? Tell us about your project and we’ll send you a list of Investment Advisors to review. There’s no pressure to hire, so you can compare profiles, read previous reviews and ask for more information before you make your decision.
Best of all - it’s completely free!
We’ll help you find Investment Advisors. Help us refine your search by telling us your requirements and we’ll contact service providers in your area to help you.
You’ll receive free quotes from professionals and get quick notifications via our website or app. We make sure we do the leg work for you!
Pick from some of the best providers in your area. With easy access to reviews and direct contact with Investment Advisors, you can be confident with your choice.
Andhra Pradesh
Arunachal Pradesh
Assam
Bihar
Chandigarh
Chhattisgarh
Dadra and Nagar Haveli and Daman and Diu
Delhi
Goa
Gujarat
Haryana
Himachal Pradesh
Jammu and Kashmir
Jharkhand
Karnataka
Kerala
Madhya Pradesh
Maharashtra
Manipur
Meghalaya
Mizoram
Nagaland
Odisha
Puducherry
Punjab
Rajasthan
Sikkim
Tamil Nadu
Telangana
Tripura
Uttar Pradesh
Uttarakhand
West Bengal
Our commitment is to deliver insurance plans that not only safeguard your present but fortify your future. IRDA No.- IMF07490120240649 || ARN- 282372 Mumbai BTW Financial Services & IMF Pvt Ltd, Office No 402, 4th Floor, Marathon Icon, Marathon Nextgen Campus, Ganpat Rao Kadam Marg, Opposite Peninsula Corporate Park, Lower Parel , Mumbai - 400013 Pune BTW Financial Services & IMF Pvt Ltd, 33/15, Prashant Bunglow, Opp Garware College, Karve Road, Pune - 411004
One of the things I love most about my job is the opportunity to help people navigate their financial journey and achieve their goals. Whether it's providing guidance on investment strategies, offering advice on insurance options, or assisting with financial planning, being able to make a positive impact on someone's life is incredibly rewarding. Additionally, I enjoy the continuous learning and growth that comes with staying updated on the latest trends and developments in the financial industry. Overall, the satisfaction of knowing that I've played a part in helping someone secure their financial future is what motivates me every day.
We are AMFI authorized Mutual Fund distributor with ARN Number 282372, and we are also an IRDA approved license holder with IRDA Number IMF07490120240649
We offer our services online and remotely for your convenience. Whether you need assistance with mutual fund investments, insurance products, or financial planning, we're here to help. You can reach out to us through our website, email, or phone, and we'll provide personalized assistance tailored to your needs. Feel free to contact us for further details or to schedule a virtual consultation.
To ensure the safety of our customers during the COVID-19 pandemic, we have implemented several changes:
Virtual Consultations: We have shifted to virtual consultations to minimize in-person contact. Clients can schedule appointments for video calls or phone discussions to receive personalized assistance from the comfort of their homes.
Online Transactions: Our online platform allows customers to complete transactions, submit documents, and access account information without visiting our physical office. This reduces the need for face-to-face interactions and helps maintain social distancing.
Enhanced Sanitization: For clients who prefer in-person meetings, we have implemented strict sanitization protocols in our office space. High-touch surfaces are regularly cleaned and sanitized to minimize the risk of transmission.
Safety Measures: We have implemented safety measures such as temperature checks, mandatory mask-wearing, and hand sanitization stations in our physical office space to protect both customers and staff members.
Flexible Options: We understand that circumstances may vary for each client, so we offer flexible options for conducting business. Whether it's through virtual consultations, phone calls, or in-person meetings with safety precautions in place, we accommodate our customers' preferences while prioritizing their safety.
4.79/5.00
based on 4,859 reviews
My name is Vadivelan and recently I had contacted Mr. Sukumar for taking some advice on Tax filing. He is a very kind person and spent almost 3 hours with me to explain all my basic questions about the tax calculation, what are options for savings tax, how to create wealth for your retirement and also for senior citizens. Not only about the investment he also take cares of Term insurances and Health insurance. I am fully satisfied with the meeting and I will say it is worth for money. I will definitely take Mr. Sugumar support for filing my yearly tax returns Thank you sir for your valuable time and in depth knowledge about all the things. Looking forward to keep the relationship for longer term. Thanks and Regards R. Vadivelan
13 May 2024
I've been a client for 4 years, and I couldn't be more pleased with the level of service and expertise they provide. The professionalism and attention to detail demonstrated by their team are unmatched. Every interaction, whether it's a routine tax filing or a complex financial matter, is handled with precision and efficiency. I also appreciate the accessibility and responsiveness of their team. Whenever I have a question or need assistance, they are quick to respond and provide clear, concise guidance.
04 May 2024
Quick and easy resolution to my LLP filing problems.
03 May 2024
