We are Sebi registered Investment advisors and specialise in helping people draw their financial road map to achieve their financial goals. Our team consists of 3 Certified Financial planners who collectively have over 12 years of experience in Financial planning. We also conduct Financial literacy programmes for corporate employees to empower them in independently managing their finances.
Our Founder Mr. Steven Fernandes has also authored the book " There is always a financial solution" which consists of 10 real life financial case studies.
Company Details
- Employees
- 3
- Founded
- 2010
- Address
- Tulsidham Road, Surya Enclave,building No 3,flat No 101,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://proficientplanners.in/
- Keywords
- Financial Planning, Investment advice, Tax planning, Capital gains planning, Investor Workshops, Employees Financial literacy workshops.
- HQ
- Thane, Maharashtra
Proficient Financial Planners Questions
Proficient Financial Planners's website is http://proficientplanners.in/
Proficient Financial Planners's LinkedIn profile is https://in.linkedin.com/company/proficient-financial-planners
Proficient Financial Planners has
3 employees.
View email and phone details for 3
employees at Proficient Financial Planners.
Proficient Financial Planners's industry is
Financial Services
Proficient Financial Planners's top competitors are
Brew Wealth,
Capital Up,
Enrichwise Financial Services Pvt Ltd,
Vete Associates Group,
Pratham Services Fincorp Llp,
Value Wealth,
Plan Ahead Wealth Advisors,
Fingine,
Thiink,
Capitalnest Financial Services.
Proficient Financial Planners's categories are Financial Services
Proficient Financial Planners's founding year is 2010
