Best Wealth Management In Jaipur. Are you looking for a Professional, Experienced, Unbiased, Qualified & Service-Oriented partner for your Financial Planning, Financial Advisory & Wealth Management? Your search ends here.
We are the Socialkit Financial Planners & Advisors. A leading boutique firm to solve all your Personal Finance queries.
• Discussion on your requirement & explaining/solving any queries you have.
• Establishing your financial goals for you (in case you are not clear about them).
• Preparation on your Investment Plan.
• Defining the actions & documentation to be done to implement the plan.
• Helping you in taking the life and health insurance decision if required (Risk Protection)
• Set up your SIP and investments along with documentation process (if any)
• Complete Execution of your investment plan
• Reporting of Portfolio on Quarterly Basis.
• Semi-annual review of your investments done through our platform
• 365 days support on email / phone (for your investments done with our guidance)
• FREE Transaction platform (for mutual funds)
• FREE Mobile and web app to check your portfolio and financial goals
• Investment support for your parents/siblings (Anywhere in India Or abroad if they want to invest money with us)
• Newsletters/ebooks and other tools are shared with clients from from time to time through WhatsApp & Emails.
We deal in Portfolios, Wealth Management, Equities & Mutual Funds. We make Comprehensive Financial Plans. We implement Wealth Management Strategies. We create a Family office for you. We Are Advisors & Mangers for you.
We are SEBI Registered Investment Advisor. It takes lot of experience, commitment, expertise, process- orientation to register with SEBI. Know about SEBI RIA.
Products comes last… We deal in Solutions to reach your Investment Goals. Our entire phylosophy of advice is based on Value Investing & Financial Planning.
For your solutions we recommend all types of Mutual Funds, Equity, Small Savings Schemes, NPS, PPF, Insurance (Life & Health), PMS, AIF, Fixed Income Bonds/Preference Shares, Fixed Deposits, High-yield Structured Products, International Funds, Real Estate (selective & genuine), Tax Saving Schemes.