Mr. Chetan Shah is working as a financial consultant for the past 30 years. He started as a life insurance agent and from there on added one by one all the aspects related to Financial planning to his kitty. Today we can proudly say that we provide all the services under one roof related to financial planning
Currently, in our organization, we have a team of 12 elite professionals who are capable to handle all the queries and provide solutions to more than 5000 clients. Equipped with all the latest tools we try to provide the best of the best service to our clients. We believe in the systematic approach and all the work is done systematically in our organization. This insures almost zero errors while providing services to our clients. We believe a referral is the best marketing policy and hence our best services make our clients recommend us to others
In testing times, often the ugly face of many in the financial industry comes out. A surprising number of agents resort to mis-selling of products for personal gains at the cost of clients. We believe that integrity is not just morally important, but also essential for long term relationship with client.
Financial needs go well beyond investing – loans, wedding finance, rent vs buy, etc. and so should the advice. Finwisor shall endeavour to assist in all these important financial decisions.
Financial matters are sensitive and need to be kept confidential. This applies even to close friends and relatives. We are committed to maintain utmost levels of confidentiality
We conduct regular independent research, especially on unexplored topics of customer interest, to give cutting edge solutions.
We are transparent about all costs.
We endeavour to help people achieve the state where finances are no more a limiting factor. They should be free to pursue their goals rather than being dictated by finances.
502, 5th floor, M L SPACE, OPP. McDonald,
ABOVE BANK OF BARODA, D. J. ROAD,
VILE PARLE (WEST) Mumbai – 400056.
02246073030 | 9324273030 | 9324273232