Company

PROFICIENT FINANCIAL PLANNERS

Financial Services In 3 employees

Employees: 3

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PROFICIENT FINANCIAL PLANNERS Overview

Headquarters: In
Website: proficientplanners.in
Industry: Financial Services
Employees: 3
Founded: 2010
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment advice Tax planning Capital gains planning Investor Workshops Employees Financial literacy workshops

About PROFICIENT FINANCIAL PLANNERS

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.