Our financial advisory journey started from 2004, with focus on HNIs & NRI individuals for specialized services like investment, tax planning, insurance & legal advice. Our corpus then gradually grew to 50Cr+ within a span of 2-3 years.
We then opened our Services to Retail Investors by investing their hard-earned money into Mutual Funds via SIPs & STPs. By this our investor base grew to many thousands of individuals.
As moving further on the growth path we got into Corporate funding, Project finance & Home loans to become good retail players in the financial hub of India, Mumbai city, by delivering almost 550-600Cr funding facilities, in various forms, to our clients.
Recently we’ve formed a ‘One-Stop-Shop’ Firm in the name & style “FINANCIAL ABCD” for all class / group of clients catering Wealth & Tax Advisory Services, including HNIs & NRIs with a large product base of:
To enable our clients to define and achieve their financial dreams and goals while building relationships that last a lifetime.
To be the premier financial planning company in India by providing professional advice, quality products, and excellent service.
The core values that guide us to achieve our higher calling of serving our clients are integrity, trust, and mutual respect.
Ahemdabad
418, Shreya Amalga. Croma Building, Opp Avalon Hotel, Off Gurudwara, Thaltej, Ahemdabad-380054
Gandhinagar
316, Satyam-1, Amba Business Park, Amba Township, Trimandir, Adalaj, Gandhinagar- 382421
+91 8488880131
+91 9228452668
Financial ABCD © 2013
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