Asset Management Business Investment Opportunity in Chennai, India
|Run Rate Sales||Nil|
|Industries||Asset Management + 2 more|
|Local Time||5:29 PM Chennai|
|Listed By||Business Owner / Director|
- Business will have robo: a computer-generated process where after inputting the data, the financial planning information will be given.
- Individuals can have access to financial advisory: will help in investment, and in general financial planning.
- Promoter has about 12 years of experience in the financial advisory services.
- Qualified CFA and CFP.
1. Online financial planning and advisory on investments (risk planning, retirement planning, risk profile based asset allocation and investments)
2. Tax planning.
3. Documents storage system.
4. Budget planning and execution tool. Related to set financial goals.
5. Evaluating liabilities and restructuring if needed.
6. Online income tax filing for individuals.
Earlier than 15 daysDirector, Business Consultancy, Bangalore, Individual Investor / Buyer connected with this business
Earlier than 15 daysHead Of Corporate Finance, IT, Shah Alam, Corporate Investor / Buyer connected with this business
Earlier than 15 daysFounder & CEO, Chennai, M&A Advisor connected with this business