COMPANY PROFILE

AMFI-Registered Mutual Fund Distributor

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Company Profile

Yogita Dand is a practising Certified Financial Planner since 2011 and a Registered Life Planner with the Kinder Institute of Life Planning, USA since 2014. She has been a taskforce member with Network FP in the year 2019 and has also been on the committee of the Financial Planning Study group in Mumbai as well as a founding member. Currently she is serving as a committee member to the advisory board of 1Finance.

She heads a boutique financial advisory firm, providing clients with unbiased and unrestricted advice with the primary aim of ensuring client goals are met and therefore striving to maintain excellent service standards and building long lasting relationships.

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Some Of Our Focus Areas Are :

  1. Spreading awareness on the finer nuances of personal finance through investor awareness programs / financial well being camps.
  2. Helping clients achieve their unique financial goals.
  3. Freeing clients from the day-to-day worries of managing money.
  4. Ensuring that our clients have the appropriate financial strategy implemented.

We have conducted over 100 Investor Awareness programs for corporates across the country and over 50-60 Financial Training Sessions for Distributors across the country for Aditya Birla Sunlife Capital Ltd.

Our Mission

Our focus is to streamline and simplify the investment process by de-jargonising and providing transparency. Great care is taken to ensure that our solutions match the risk tolerance levels of our clients.

Our Vision

“Let your dreams soar high – we shall help you to make them a reality or fine tune them into achievable dreams”.