Investment Consultants in Deccan Gymkhana, Pune

In an era of constantly changing and volatile financial market, Investors need a qualified and unbiased professional to help them in achieving their short term and long term financial wishes. We are having more than two decades of experience in Mutual Fund Distribution. We offer technology-based services for our clients to effectively monitor their investments and help them make their dreams a reality. We focus at being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be a one stop financial supermarket and to be of immense help to our investors and provide help regarding goal-based investments, tax savings, retirement savings and insurance. Our main aim is to provide investment services keeping in mind clients short and long-term wishes.

Established in 2013 we started the firm with a single vision of helping people to get all financial services available under one roof. We at Golden Mean Financial Services believe in giving the best of financial services to our esteemed clients. We deal in all investment & Life & Health / General insurance avenues available in India. We have a range of services which will make your life easier. We are offering following Financial Services: - Investment Options:- Mutual Funds Company Fixed Deposits SIP Bonds Capital Gain Bonds Tax free Bonds. etc... Policies and Plans:- Life Health Group Vehicle Property Insurances Pension Plans. Our Philosophy: - Our mission at Golden Mean Financial Services has always been to equip self-directed investors with all the applications and services they need to make better investment decisions, and we have developed a reputation for doing just that over time. We understand the financial needs and risk appetite of a client. After understanding the requirements and risk tolerance levels of a client, we aim to provide unbiased various investment vehicles. We Are Leading Distributors for Mutual Funds, Life Insurance, Mediclaim-Health Insurance, NBFC Credit rated Fixed Deposits, RBI Floating Rate Saving Bonds 2020 Taxable, Govt. of India GOI Floating Rate Saving Bonds 2020 Taxable, NHAI-REC-PFC-IRFC Capital Gains Bonds and Other Financial Products. Add-on Services:- We are offering one-point solution / services for all your issues related to existing Mutual Funds, Pension Policies, insurance Policies, Fixed Deposits, or any Bank related documentation work etc

We are a wealth management and Financial Planning company with a vision. A vision with great perspective, knowledge, strategy and forecast. We provide genuine investment solutions and also guide you through the financial planning according to the risk appetite, age and investment horizon. We offer our clients unique, tailor–made strategies from the products available in the market to preserve and grow their wealth. We have designed some strategies that offer capital safety like Fixed Deposits and returns like aggressive mutual funds for long term investments. We give 80% focus in asset allocation, 19% in finding the right financial product, 1% on the market timing. We maintain the right mix of equity and debt in our clients portfolio.