Manek Financial Advisors Pvt Ltd

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Manek Financial Advisors Pvt Ltd

Manek Financial Advisors Private Limited is a Qualified, Experienced and Expert Wealth Management & Financial Planning Company that helps Individuals, Businessmen, Families, Corporate, SME's, Society's and Trusts to manage their funds in a manner that serves individual end goals.

We are a Single Source Solution Provider and handle every type of investment from Insurance, Mutual Funds, Equities, Debt and other types of assets. We assimilate all investments of our clients to bring about a unified, 360 Degree view to their finances and apply sophisticated strategies to ensure fulfillment of their Financial Goals, in a manner that is tax friendly and efficient.

We offer both Fee and Commission based services that are unbiased, and we are very clear that we work for our clients and uphold high ethical standards in our conduct. All our advisory services are fee based and our advice is neutral and unbiased.

Headed by a Qualified and Experienced Certified Financial Planner

Manek Financial Advisors Private Limited is headed by Sonesh Dedhia, a Certified Financial Planner and an MBA in Finance. He has over a decade of experience in advising Individuals and Families about their investment requirements. A keen student of the markets he studies emerging new trends and lays great emphasis on research and development as a key function of the service delivery.

We are known for:

* Focus on Transparency and Compliance

* Increased reach through Partnering and Technology

* 360 degree view of Individual or Institutional Finance

* Investment in Advisor Technology to improve productivity and advisor retention

* Investor education programmes could deliver information pertaining to various asset classes and the associated risks, fees structures and benefits of each.

* Qualified advisors that offer a competitive edge against established players.

* Advisor platform that offers lead management, financial profiling, asset allocation and transaction management capabilities can integrate multiple touch points and improve user experience and performance.

* Transparency of portfolio performance and significant self-directed involvement with investment decisions.

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Manek Financial Advisors Pvt Ltd
C/2-3, Saidham Complex, P.K.Road, Mulund (West), , Mumbai (Bombay), Maharashtra, 400080, India
phone: 022-25625296 fax: 022-25625297

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Wealth Management - Financial Planning - Financial Consulting - Investments & Services - Learning Solutions - Research & Analysis