List of Insurance Planners as on Apr 21, 2024

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A
Uttam Nagar, Delhi, 110059 ( Also serves in Gurgaon )
Insurance Planning Services, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha score: 3Working hours: 10 AM to 7 PM
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M
Vasant Kunj, Delhi, 110070 ( Also serves in Gurgaon )
Insurance Planning Services, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha score: 5.6Working hours: 10 AM to 6 PM
+1 more
Years of Experience: 8

We at money matters help people from all sections of society, who belongs to economically stronger slab to remain strong and get stronger going forward. And weaker slab who aspire to get into stronger slab “Systematically “. Our core mission is to help and enable individuals and organizations with planning and managing their wealth because after all “Money Matters”! less

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A
Sector 37C, Gurgaon, 122001
Business ratings 5.0/5 Based on 3 reviews
Insurance Planning Services, CA for Audit & Assurance, CA for commercial taxation
+4 more
Response Time: Within 60 MinsSulekha score: 8Working hours: 10:00 AM to 06:00 PM
+1 more
Years of Experience: 6

Abhilasha Saraf & Co. is a Chartered Accountant firm rendering comprehensive professional services which includes audit, individual taxation, management consultancy, accounting services,secretarial and insurance advisory services. less

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Guest from Gurgaon

"Dear Abhilasha, I am writing to provide my enthusiastic recommendation for [Abhilasha Saraf & Co] for their exceptional tax services. I have had the pleasure of engaging their services for several years, and their expertise and professionalism have consistently exceeded my expectations. 1. The team at Abhilasha Saraf & Co comprises highly skilled tax professionals who possess extensive knowledge of tax laws and regulations. 2. They have saved me significant amounts of money by identifying deductions and credits that I would have otherwise overlooked. Their proactive approach demonstrates their commitment to their clients' financial well-being. 3. In conclusion, I wholeheartedly recommend Abhilasha Saraf & Co for their outstanding tax services. Their expertise, professionalism, and dedication to client satisfaction have consistently impressed me. With Abhilasha Saraf & Co, you can rest assured that your tax affairs will be handled with the utmost care and precision. Sincerely, Deepak"

Vikram Kakkar from Gurgaon

"I have been using services of CA Abhilasha Ji for quiet some time now and I must say every time I am amazed by her in-depth knowledge and expertise in finance and taxation. Whether it is ITR filing or tax savings or things like capital gain tax savings, she has given me very good advices and helped in saving taxes"

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M
Dilshad Garden, Delhi, 110096 ( Also serves in Gurgaon )
Business ratings 5.0/5 Based on 1 reviews
Insurance Planning Services, Health insurance, Investment consultancy service
+2 more
Response Time: Within 15 MinsSulekha score: 7.4Years of Experience: 8

We are a Registered Independent Financial Advisor. We help our clients in Financial Planning. Advise on Goal Based Investment Decisions. Take Proper Feedback from the clients with respect to understand the risk appetite. Advises on Proper Allocation. We also offer Medical Insurance,Medi Claim. Not only offer but stands with the customer at the time of medical emergency and Claims. less

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Anshu from Delhi

"Deligent and timely response "

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G
Delhi Cantt, Delhi, 110092 ( Also serves in Gurgaon )
Business ratings 4.4/5 Based on 5 reviews
Insurance Planning Services, Investment consultancy service, Certified financial planners consultancy
Response Time: More than 60 MinsSulekha score: 7.5Working hours: 9 AM to 6 PM
+1 more
Years of Experience: 39

GLOBE CAPITAL MARKET LTD. We deals in Equity,commodities and currency market. Handling the portfolio of the existing clients and also give the suggestions to new investors that where they invest their money and earn good monthly returns.   Welcome to Globe Capital Market Ltd, your trusted partner in the world of investments. With a decade of expertise in the financial markets, we have been committed to providing unparalleled investment consu ... less

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S
Paschim Vihar, Delhi, 110063 ( Also serves in Gurgaon )
Insurance Planning Services, Investment consultancy service
Response Time: Within 15 MinsSulekha score: 6.7

Synvestify: Your key to financial empowerment!🌈 Strategizing wealth creation is our forte.🌱Let's build, protect, and grow wealth together! #Synvestify less

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R
Sector-4, Greater Noida, 201009 ( Also serves in Gurgaon )
Business ratings 5.0/5 Based on 2 reviews
Insurance Planning Services, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha score: 6.1Years of Experience: 5

MUTUAL FUNDS , SIPS, BONDS, 54 EC BONDS, TAX SAVING, ELSS, STOCKS, DIRECT EQUITY,DEMAT A/C , LIFE INSURANCE, GENERAL INSURANCE, PMS, HEALTH INSURANCE, TERM INSURNACE, FINANCIAL PLANNING. less

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Mukku from Greater Noida

"Best service providers for investment consultancy ,earlier i was inverting my money without market research but when i met him the way he guide me and portfolio to invest is remarkable thanks Real india helping me for right investment "

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D
Jaitpur Baishpur, Greater Noida, 110044 ( Also serves in Gurgaon )
Insurance Planning Services, Life insurance, Investment consultancy service
+1 more
Response Time: Within 15 MinsSulekha score: 7.6Working hours: 9 AM to 9 PM
+2 more
Years of Experience: 18, Hired on Sulekha: 1 time

Doorstep service 8-10% guaranteed return(till 100years): short/long/ single/Regular/ child education and marriage, less

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A
Uttam Nagar, Delhi, 110059 ( Also serves in Gurgaon )
Insurance Planning Services, Investment consultancy service, Share Brokers
Response Time: Within 15 MinsSulekha score: 7.6

Angel Broking provides the best stock brokering solutions to clients located in the Delhi and NCR regions. We specialise in providing an online platform for trading stocks, equities, derivatives, and other financial instruments that are exchange-traded. We offer different trading products based on customer specifications. Contact us for further details. less

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J
Nirala Nagar, Lucknow, 226020 ( Also serves in Gurgaon )
Business ratings 4.6/5 Based on 30 reviews
Insurance Planning Services, Investment consultancy service, Certified financial planners consultancy
Response Time: Within 15 MinsSulekha score: 7.5Working hours: 09:00 AM to 04:00 PM
+1 more
Years of Experience: 29

Jayasha Financial Services is an AMFI registered Mutual Fund Distributor. The founder , Pallav Tewari , BTech , is a CERTIFIED FINANCIAL PLANNER CM professional & has more than 25 years experience in financial services. The founder has many other certificates in financial field like NISM certificates related to Risk Management ,Mutual funds , Futures & Options , cash mkt , Demat related, insurance etc. He also received a certificate o ... less

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Vivek Yadav from Lucknow

"Consulted this Consultant for the Mutual Fund Investment service. The service from this Mutual Fund Agency is good. No payment is done here for the consultation. Their service is very good as they are very prompt and responsive. They are quick in their work and completes the formalities instantly. they give advise how to get our expected returns. Convinced with the service from this Investment Consultant."

Arun from Lucknow

"This is truly the trust financial firm I have ever used. they are very professional and knowledgeable. They are also very nice. I felt comfortable asking the questions related to mutual fund and they answered them thoroughly. no charge was paid out. I am very happy with this consultant and highly recommend him to others."

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