SOLUFIN

Based in Mumbai, SOLUFIN provides financial counseling, legal services, training and consultancy services in the investment management industry. We follow a modern approach in implementing traditional principles of financial planning, ensuring that our clients are provided with a perfect blend of new age thinking and time-tested principles. Through a host of services that we provide, we aim to Enable Financial Empowerment….. OUR SERVICES: 1. Financial Planning: SOLUFIN follows a goal-based financial planning approach, where prime importance is given to identifying the clients’ current and desired financial position and all efforts are directed to bridge the gap between them with the resources available with the client.We believe in keeping the plan simple and the finances de-cluttered.Clients can opt for different types of plans to suit their requirements. We also provide optional assistance to clients in implementing the plans by directing them to suitable products that the client can choose from and also undertake the process of product purchase through our associates. 2. Education and Training: Lack of knowledge, misinformation, misrepresentation and lack of awareness are some of the top reasons for bad financial decisions. At SOLUFIN, we believe in helping clients make sound financial decisions and empowering them to reach a position to distinguish financial right from wrong,through our various financial education, training and awareness services and initiatives for students, housewives, salaried professionals, freelancing professionals, business owners, senior citizens, clubs, housing societies, and other social groups, etc. 3. Consultancy: For businesses that are on the lookout for dedicated services to handle aspects related to personal finance that affect their business (example-planning employee benefits, etc), we offer specialized consultancy services with the possibility of obtaining third party inputs on relevant issues.