An independent financial services firm, with access to different products suitable to your risk appetite & investment objectives.We help clients prepare for the unknown while meeting their financial goals.Ask us about Financial Planning, Investment Solutions, Wealth Management, Mutual Funds, Global Investments, Equity Baskets, PMS, AIF, Bonds, Fixed Deposits & Insurance.
We help create programs and portfolios to meet long-term financial goals. Have questions about retirement planing, education planing, protection planing, home financing? Please book an appointment, we would be glad to help.
We start by understaning your needs and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Service Committment Every successful financial strategy starts with an excellent client relationship.Our mission includes exceeding our client's every expectation. Call us today to find out how we can suggest long & short term strategies that will help you realize your financial dreams.
We bring the expertise of knowledge & experience to help you build a sound investment portfolio & align the same with your needs, risk tolerance & market dynamics, but we have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Mr. Aniruddha Mishra is an experienced & dynamic banking & financial professional with over 15 years of work experience.He completed his primary education from Glen Hill Public school in Varanasi & St. John's Academy in Allahabad.He holds a BBA degree from Devi Ahilya University, Indore & a PGDM degree from IILM University Gurgaon.He has rich knowledge & expertise in financial planing, investment solutions, wealth management,
mutual funds, global investments, equity baskets, PMS, AIF, fixed income, insurance, trusts, forex & mortgage.He has worked with few prestigious private & MNC companies like Mahindra Holidays, HSBC Bank, L&T Financial Services & HDFC Bank before starting as an AMFI Registered Mutual Fund Distributor, having an individual ARN ( AMFI Registration Number ) in his name.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Ghodbunder Road, Kavesar, Thane West, Maharashtra, India
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Fidelis Finserv - AMFI Registered Mutual Fund Distributor
B2-2705, Parkwoods, Ghodbunder Road, Kasarvadavali, Thane West, Thane, Maharashtra, India
Copyright © 2024 Fidelis Finserv - AMFI Registered Mutual Fund Distributor - All Rights Reserved.
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