TBNG Capital Advisors Pvt Ltd
NAMAN MIDTOWN, Babasaheb Ambedkar Nagar, Mumbai, Maharashtra
(1)
NAMAN MIDTOWN, Babasaheb Ambedkar Nagar, Mumbai, Maharashtra
(1)
We are TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades.
We have mentored a myriad of entrepreneurs, professionals, business heads and families.
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1 customer review
Elizabeth Easo
Financial Advisors
As IT professional it's very hard to manage your finances and plan your financial goals. There are thousands of plans to study and understand and see what fits the best in your situation. So far in my conversations the TBNG team was kind enough to show me what my worth will in the future and what are the money wise disciplines to be followed. So far it's been educational and enlightening. More...
What do you love most about your job?
We love to help families to become financially stable and be a part of their journey in achieving their financial goals.
Why should our clients choose you?
Our Unique Selling Propositions are:
1. SEBI registered Investment Advisors : There are 1300+ SEBI RIAs and we are one among the niche investment advisors.
2. Unbiased Fee-only advisor : We as advisors do not earn commissions from the investment products what we recommend. So, our recommendations are unbiased and client-centric and we get our advisory fee directly from clients.
Can you provide your services online or remotely? If so, please add details.
Yes, we can provide our services online or remotely. Majority of the prospects and clients meetings are currently done using Zoom.
What changes have you made to keep your customers safe from Covid-19?
We have adopted technology and processes in a manner that has helped us to have online meetings with clients. This has helped us to keep our customers safe from Covid-19.
Financial Planning
Financial planning is the foundation of life planning, it involves taking a look at ‘where you are’ to determine ‘where you want to go.’
A financial plan needs constant scrutiny, from drafting a plan to ensuring it is right on track. From evaluating your net worth to predicting future cash flow, each step is essential in achieving financial freedom.
Through our expert portfolio management and risk diversification capabilities, we assist you in identifying, prioritizing and planning for the future.
Thus, empowering you to do what you want based on the analysis and process of financial well-being that we take you through.
Wealth Management
Wealth management is a broader concept which involves managing an investor’s portfolio, taking into account their aversion and comfort with risks along with their existing and future acquisition of financial assets and its alignment with their financial goals.
Focused on your objectives we manage your investment by adopting a variety of investment strategies that simultaneously work towards achieving your goals. Our independent and impartial advice is the key to our high-principled organization. This ensures the best tailor-made solutions for your specific needs.
At TBNG Capital we work together with you providing confidence and security as we grow and protect your wealth in various stages of life mentioned below. Our services in the Wealth Management spectrum include managing, protecting and diversifying your investments for better gains.
NRI Investment Services
TBNG offers its expertise in global investment solutions helping you diversify your investments. Our suite of NRI Investment Services offered extends from investing to advisory, assisting you to grow and preserve your wealth every step of the way.
Be it investing for specific goals, asset allocation, building a robust investment portfolio, or finding the right investment instruments that suit your unique goals and financial requirements, we at TBNG are here to guide you every step of the way with our NRI Investment Services.
