SHRI MONEY MATTERS

ABOUT ME

We have built a state-of-the-art technology and operations infrastructure so that we can serve you better. You can use our services both online and offline. We at Thefinancialplanners believe that understanding a client need is the first step to financial freedom. In this quest we hope to educate and provide research to our partners so that they can service there and our client jointly providing them with apt and up to date market information.

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Our Mission

"We help for insurance and investment need to crate wealth & financial indipendence"

In this word of multiple choices and selection a product best tailored made for you is our end ever. To provide you understanding of your finances so that a goal based financial planning can be done.

Understanding your current finances  Accessing your future financial goals  Advice  Buy products  Manage finances

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Education Service

Provide financial literacy amongst People  Research support to fellow financial product distributors  Help people take informed discussion

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Our Vision

We see our- self as facilitators and providers of financial literacy and a one stop shop where people find financial freedom, with the confidence that there is a team of Planners which will ensure providence of solution best suited to his need. Tailoring the product to the need and not the need to the Product.

We will follow the highest standard of service set by Financial Planning Standard board India for their CFPCM certificates

1.       Integrity

2.       Objectivity

3.       Confidentiality 

4.       Diligence

5.       Competence

6.       Fairness

7.       Professionalism