As SEBI Registered Investment Advisor in Kolkata, we bestow a significant responsibility we owe to our clients. We acknowledge the subtle subjective issues of our clients before we draw any financial road map. It’s our pleasure to make you aware of several parameters related to your personal finance so that you are capable of taking informed decisions.
We believe that you need to ask few questions before you enter into a relationship with your personal Financial Advisor. You must count their background, experience, education and whether he/she is a SEBI Registered Investment Advisor. They must take care of your personal factors as well as macroeconomic factors in order to cooperate you get your money in order and lead you towards peace of mind.
We have been experiencing too many visible and invisible unique concerns of our clients and resolving those issues professionally in a prudent manner through defined processes.
As Certified Financial Planner in Kolkata, we trust in our philosophy as professionals. We consider the association with our clients as a life-long journey where clarity of thought process plays a vital role. Both the Financial Adviser and the client should enjoy the journey together. Our structured processes are meant for your wellness.
Our core values are our fundamental beliefs, which include the following principles
Client first
We always place the client’s interest first because we feel this attitude is a hallmark of our professionalism.
Integrity
We extend professional services with integrity. Ethics is an integral part in all business or profession. The professional ethics is the ethics of responsibility. As professionals, we promise that we’ll not harm our clients knowingly for our own vested interest. Professional ethics is the study of professional activities, situations and decisions where issues of right and wrong are addressed rationally without any emotional attachment. We never allow our personal gain and/or advantage while advising our clients.
Objectivity
We maintain the quality to make a decision or recommendations in a fair way. We will take rational decisions for you that will not be influenced by personal feelings, beliefs or emotions. Mostly clients behave emotionally when it comes to handling their own finances. As your personal financial planner, we will navigate you rationally to arrive at required goals. Here management of emotional behavior of clients plays an indissoluble role. We’ll protect the integrity of our work and maintain objectivity.
Fairness
We are fair and reasonable in all professional relationships. We disclose and manage conflicts of interest. As professionals, we work impartially towards the interest of our clients. We believe that fairness is treating others in the same manner that you would want to be treated.
Professionalism
As professionals, we behave with dignity and show respect and courtesy to clients, fellow professionals, and others in business-related activities. We strictly comply with appropriate rules, regulations and professional requirements.
Competence
We believe in acquiring knowledge, skill and experience to render professional services without any obligation towards clients. Regularly we update ourselves by attending seminars and workshops. We believe that changes are the only constant. Competence also means the wisdom to recognize the limitations of knowledge. We consult with other professionals and update ourselves in the workshops or seminars. We also refer to other professionals wherever necessary.
Confidentiality
Being professionals, we don’t share confidential information of our clients with others. A relationship of trust and confidence with the client can only be built on the understanding that the client’s information will not be disclosed inappropriately. On this point, you may count on us.
Diligence
As Financial Advisor in Kolkata, we discharge our professional services and responsibilities carefully. Diligence requires fulfilling professional commitments in a timely and thorough manner, and taking due care in planning, supervising and delivering professional services.