We as an independent investment adviser dedicated to delivering investment advice for the specific and unique needs of our Clients. We offer independent investment advisory service to our clients. We know that every individual has specific and unique needs to manage their financial lives. We also know that making the wrong decision can be very expensive. There are situations when you need to be speaking with some professionals who know the complex web of regulations, taxes, investments and retirement structures to help you get the most out of your investments. That is why we have tailored solutions wherever you come from.
Our service is independent– our investment license is as an independent investment adviser. This means we look at the options across the market to determine what is best for you. Importantly it also means we have no affiliation with any fund or investment institution and do not accept commissions directly or indirectly from any firm. This helps our clients receive unbiased advice. Our commitment is to our clients and there is a fixed fee received directly from our clients for their financial planning. After the response received from risk profiling questionnaire and subsequent discussion with the client, we suggest asset allocation as well as risk mitigation strategies for achieving their financial goals, without biased advice.
Our service is comprehensive- that means we look at your overall financial situation and focus on your goals.
Suman Shandil, based in Delhi India, is an Individual Investment Adviser (RIA) (License No: INA100013205 ) Registered with the ‘Securities and Exchange Board of India’ (SEBI). Personal Finance and Wealth Management has been her passion for years. She has been investing in direct equity and mutual funds for over 8 years. She is an investor who has independent, unbiased tools and approaches to manage her financial plan. She has a clear vision of her financial life and have SMART goals aligned to the vision. She develop a feasible plan to achieve her financial goals, implement the plan based on data.
Our aim is to help our clients realize their financial goals by understanding their unique needs, identifying and educating them on all the options available so they can make fully informed decisions. We develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. To help clients achieve their financial goals, we offer personalized financial advisory, Professional Financial Planning, Investments and a range of product solutions, to individuals and families.
To ensure our Clients truly receive the individual, independent, best suitable advice we believe they are entitled to, we have developed an approach that really works.
We work collaboratively with you, listening to your needs and aspirations and keeping you fully informed at all stages.
We will guide you through our process and ensure your financial plans suit your particular financial goals and objectives.
We always keep client interest ahead of our own and bring honest and transparent financial advice to our clients.
To be the number one advisor to investors.
To Grow as the most Reliable, Trusted and Respected Brand in Financial Planning in India and all over the world.
To be the most Diversified Brand in providing Investments Options.
To be a trusted partner for our clients and a respected leader in global asset management.
To Bring peace of mind to our clients, helping them to achieve their financial goals, understanding of their situation and enjoy their lives more happily and peacefully.
Our vision is to create a movement in our community that empowers people to protect their families and retire right.
Our Financial Planning vision is to meaningfully and positively affect people’s financial lives by growing, enhancing, and protecting assets while improving life outcomes.
To Know and clearly understand clients, individuals, families, and small businesses financial values, financial situation, goals, dreams and concerns, and helping them in achieving financial success, securing their goals and enhance the financial independence by designing, implementing, and monitoring financial strategies consistent with their core values. Providing quality information, powerful and professional guidance, excellent & time sensitive service, products to help our clients achieve their Financial goals and feel confident, connected and in control of their financial life.
Plan investments with the sole motive of helping clients move toward a secure and peaceful quality life they desire. To have a positive impact on the lives of our clients by creating strong relationships and commitment, maintaining the highest standards of integrity and professionalism with our client . We can do this by providing holistic fee-only financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values
We know that every individual has specific and unique needs to manage their financial lives We develop ongoing one-to-one relationships with our Clients and take time to understand what’s truly important to them and their families.
We have no affiliation with any fund or investment institution and do not accept commissions directly or indirectly from any firm. This helps our clients receive unbiased advice.