Certified Financial PlannerCM

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How to become Crorepati?
Systematic Investment Plan


Philosophy

We believe that effective solutions are quite simple & we just need to stick to the basics.

We believe in advising individuals and families based on their risk appetite & need based approach, an approach that looks at you before looking at markets, products & economic scenario.

An approach that believes that success in “Investments Advisory” business depends more on us than on markets.

We believe in long term relationships based on trust, quality & professional services. We look for clients who value professional services to achieve financials goals.

Our ultimate endeavor is to framework the right basket of products for you to meet all financial milestones like buying a home or car, children’s education, their marriage & retirement planning etc.

Testimonials

I have had never invested money in equity. However, I have been advised to start investing money in equities by Mutual Fund SIP. Now I know, how to take advantage from the equity as an asset class. Thanks for the great advice.

Rahul Saxena – MBA Marketing- IIM

“Thanks for the great service. I didn’t know anything about investing until I called Fcafe.You made it seem easy.”


Gaurav Mahtur- Head -IT

“I have been dealing with Financial Cafe for the last 3 years and I can vouch for professionalism and honesty in all their dealings. I have never had the need to look for another establishment for any of my financial requirements”

Dr. Rajeev Garg

“I used to lie awake nights worrying about how I was going to put two kids through MBA. Now I sleep like a baby. Thank you Financial Cafe”


Renu – Homemaker

I congratulate for good work and wish them best of luck for future.

Jasvinder Singh- Head- India & South-east Asia

Though my comfort in handling technicalities involved in financial domain has always been my forte in the past, Financial Café has helped me develop new insight about the financial planning. Indeed, Financial Café is perfectly suited for all individuals, who seriously believe in shaping the future.

Manoj Verma- Vice president- Sales

The simplicity & clarity in the approach adopted by financial café is remarkable. Their step-up approach is very pragmatic and easy to implement. I found portfolio rebalancing generating better returns as you put more money in equity when share market are lower level and withdraw money when markets are at their peak.

CA. Sachin Gupta

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