Edelweiss Financial Planning is an advisory service that helps clients to take control of their finances to achieve their life goals. Edelweiss brings its expertise in the field to provide them with a financial plan that is best addresses their needs, goals and aspirations.
Edelweiss is committed to upholding the best interests of the investors and it understands the difference between true financial planning and using it as a ruse to sell financial products. Hence we follow a structured process that helps us understand the client’s profile better to recommend a solution that works best for them.
Edelweiss Financial Planning helps clients take control of their life, not just the finances. We first define their goals and aspirations and link their investments to each of these objectives followed by advice on asset allocations, income and expenditure plans and a financial plan that is specifically designed keeping the client’s goals foremost.
Edelweiss will help you define your goals and offer you a detailed plan to achieve them. We will also assist you in easy execution of the plan. You will benefit from the easy and insightful monitoring of your financial goals and investments through our technology platform. Through periodic reviews we will ensure you are on track in achieving your goals.
Every client of Edelweiss Financial Planning Services will get:
- A complete financial plan
- A qualified team of experts
- Periodical review process
- Secured information channel
- Insightful Monthly Newsletter
For more information on Financial Planning, email us at email@example.com
or call on + 91 22 4079 5191.
Financial planning services offered by Edelweiss Investment Adviser Limited.