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Thane
Sage Capital aims to provide unbiased well-informed financial solutions to all our clients and the investor community. We have a proprietary investment process that helps investors plan their finances efficiently.
Prashant Pal
My experience with Sage Capital has been excellent till date. Especially with Mr. Nikhil Gupta who has guided, set up and have been handling all my investment with Sage Capital. He has been very patient and cordial in his approach be it my smallest doubts or unrealistic expectations from my investments. Investing is a subject which I do not understand but I am happy that I have him handling it for me and I am sure the same goes for all his other clients as well. I have so far loved the journey with Sage Capital and hope to do so for many years to come. Sage Capital has made investing very easy and personalized for me, almost like on autopilot. Thanks, especially to Nikhil and the whole Sage Capital team!
Thane
HP Private Wealth Advisory Services is a boutique wealth advisory firm that focuses on unbiased investment advice to its clients customized to their requirements. As SEBI-Registered Investment Advisor, we have relationships with over fifty families spread across four cities in India.
Thane
It's been said that no journey is long with good company, and the road to success is no exception. You're in good company with BAUVA & Co Collaboration just comes naturally here. Collaboration that is based on trust, continuity, prompt solutions from experienced professionals you know and can rely on. We identify problems and would provide solutions along with value add. We proudly state that we have come a long way since we commenced our practice in June 2014.
Thane
Investoplus led by Certified Financial Planner & AMFI Registered Mutual Fund Distributor helps individual and families in their personal finances by way a Goal Based Investing. Product Offering: 1. Direct Equity Advisory (In association with Purnartha Advisory Limited , SmallCase , JAMA Wealth ) 2. Mutual Funds : Well Researched Mutual Fund Portfolio fitting aspirations, goals, timeframe, situations of individual & families.
Thane
Pro-Capital has been specializing in personalized financial planning through financial health calculator throughout the Mumbai. In addition to our certified Financial consultants, we have the skills, knowledge and charisma to handle all of your financial needs. We are ready to tackle any financial challenges that you may have as your trusted tax planner and financial advisor
Thane
I AM ALSO MANAGEMENT CONSULTANT.AND CALCULATING PAYROLL AND MAINTAINING RECORDS SUCH AS ESIC,PF,P.TAX,BONUS,GRADUITY,LEAVE,ETC..
Thane
We are in Investment Planning for well being of our Clients. We do goal based planning which makes it easy to achieve targets in timely manner. We cater with regards to Retirement Planning , Insurance need based Analysis , Mutual funds.
Ketan Chothe
Nice place at outside the Growels mall …There are so many food stall ( Khau galli ) u can eat whatever u want… free parking space is there but every-time u have to wait for park ur vehicle & space is limited u can park ur vehicle in 1st row only..if u park ur vehicle in 2nd row then cops will tow ur vehicle
Thane
At S G M P & Associates, we provide wide range of valued professional services to our clients with an objective to enhance their productivity and leading them to the path of growth. We believe in providing personalized, result oriented and professional services to our valued clients while maintaining the highest level of professionalism. Our philosophy is of partnering with our clients and not being a distant service provider.
Thane
-Industry Experienced staff with big fund -Experience of Handling a diversified assets Equities, Government Bonds, Corporate Bonds, Infrastructure Bonds, PTCs, CDs, CPs, other Money Market Instruments, Derivatives, -Competent and reasonable Pricing -Portfolio Allocation based on the Customer profile and tracking -Investment Planning to met major Financials Decision (House, Vehicle, Holiday, Kids Education, Kids Marriage, Retirement Planning
Thane
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about: Financial Planning Investment advice Retirement Planning Education Planning Estate planning As an independent financial services firm, we can access many different products so you can get the right products and services for you
'Fee-only' SEBI Registered Investment Advisor (RIA) and Certified Financial Planner (CFP) providing personal Financial Planning, Investment Advisory & Wealth Management to clients across India and abroad. SEBI RIAs are bound by a fiduciary duty. Fiduciary duty means that they are required to act in the best interests of their clients. They shall not receive any consideration by way of remuneration or compensation or in any other form from any person other than the client being advised. Thus this helps them in providing independent unbiased advice.
The empowerment and control that the client experiences on their finances. As per their feedback, it is the positive transformation in their financial and personal lives.
Throughout my 20+ years career as a financial advisor, I discovered my passion for interacting with people, listening to their issues and doing my best to provide them with expert advice. Each new client involved different issues, but all of them represented opportunities for me to grow and develop in the role. Being challenged every day is one of my favorite parts about the job, and it helped me improve throughout my career.
Despite my rich experience in this role, I understand that this is a type of job where learning never ends and I must always try to improve my skills and expertise based on client demands and industry standards. I plan on using the experience I accumulated so far, and I am fully confident that I can add to my knowledge base every day. My biggest motivation is knowing that each client trusts me with their financial future and their family's well-being. It is a responsibility I cherish and that will keep me motivated over the long term.
I do not represent, hold any affiliation, or are linked to any financial institutions like banks, insurance companies, asset management companies, NBFCs, etc. for any kind of selling or marketing of their financial products. I do not receive any remuneration, brokerage, incentives, commissions, or any consideration of such types from any financial product providers on the advised financial products/transactions that may result from the implementation of suggested financial plan, investment advisory & management services.
This puts me in a unique position to provide completely independent, unbiased and conflict free financial advice to the clients.
Yes. I can take the entire process completely online through video calls, phone calls, emails, etc. starting from initial no-obligation meeting and introductory email. Subsequently with the client's consent next steps follow like sign-up, data collection, multiple discussions during financial plan/ portfolio construction till finalization. This is followed by implementation of suggestions, monitoring, ongoing advice, etc.
