- Holistic Investment Planners
ABOUT US: We are Financial Planners and Investment Advisors to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.
Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions.
PRODUCTS/SERVICES: FINANCIAL PLANNING, WEALTH MANAGEMENT, INVESTMENT ADVISORY, MONEY MANAGEMENT COACHING, RETIREMENT PLANNING, SECOND OPINION, ONLINE MUTUAL FUND INVESTMENT
ADDRESS: 10 /15, Second Cross Street,
Seethammal Extn.,
Teynampet,
Chennai – 600 018,
INDIA.
+91-44-24313227, +91-44-42030722
+919840764541
WEBSITE:https://www.holisticinvestment.in
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- Chamomile Investment Consultants
ABOUT US: Chamomile Investment Consultants is focused on the business of Financial Planning, located at Adyar, Chennai. With us, you have a financial advisor over the life cycle, right through and we ensure you take the path designed to meet your goals. “Financial Planning” is not a commodity that can be bought over a retail counter. It is an agreement between a client and a Financial Planner to undergo a pre-defined process over a medium to long period of time. The process is oriented towards enabling clients to meet their goals in life. In this world of product pushers, a need-based approach sometimes is forgotten or given least importance. Just talk to us or make a visit to get an idea of how this service will be of use to you.
ADDRESS: 102 First Floor, No 1 Fourth Main Road
Kasturba Nagar, Adyar
Chennai 600020.
91-44-4305 7201
+91 98414 28055
ridevi@financialplanners.co.in
WEBSITE:http://www.financialplanners.co.in
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- Wealth Traits Financial Planners
ABOUT US: Wealth Traits grew out of the belief that Unbiased financial advice should be accessible to anyone who wants a trustful partner and empowerment in achieving their own unique goals. Our mission is to help individuals and families to make informed financial decisions. We provide tailored advisory, placing clients’ best interests first & keeping their core values in mind.
PRODUCTS/SERVICES: Retirement Planning, Wealth Advisory, Shariah Loan Advisory, Shariah Wealth Management
ADDRESS: No. 9, 3rd St, Dr Ambedkar Nagar, Tirumurthy Nagar, Nungambakkam, Chennai, Tamil Nadu 600034
+91 90030 55599
+91 94455 18009
info@wealthtraits.com
WEBSITE:https://www.wealthtraits.com
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- Finsherpa Investment Services
ABOUT US: Finsherpa Investment Services.. We work with the holistic needs of our clients in ensuring that they receive the best possible advice and efficient execution, HELPING YOU REACH YOUR FINANCIAL PEAK.
PRODUCTS/SERVICES: Investment Planning, Tax Planning, Financial Planning, Estate Planning
ADDRESS: 74, First Floor, Abhiramapuram 4th St, Abiramapuram, Chennai, Tamil Nadu 600018
098402 69900
info@finsherpa.com
WEBSITE:https://finsherpa.com
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- Vridhi Investment
ABOUT US: VRIDHI in Sanskrit means prosperity, growth, appreciation. If you are looking for prosperity in life, growth of your money and appreciation in your net-worth, then you are on the right page. The professionals at Vridhi Investment will help you with all fundamental knowledge so that you can choose the right investment path towards your financial freedom. Headquartered at Chennai, Vridhi Investment is among the top financial services company in India and the best in Chennai. We intend to be on ‘Top of the Mind’ among the investors for the personalized attention and reporting system on the various investments of the clients.
PRODUCTS/SERVICES: Share Market, Mutual Funds, Insurance, Peer-to-Peer Lending (P2P)
ADDRESS: New No.105, Old No.33/3
Bazullah Road, Facing Mambalam High Road
T.Nagar, Chennai – 600017, India
vk@vridhiinvestment.in
WEBSITE:https://vridhiinvestment.in
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- Fortune planners
ABOUT US: At Fortune Planners, we focus on our clients’ most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.
PRODUCTS/SERVICES: Financial Planning, Retirement Planning, Succession planning, Insurance Planning, Succession Planning, Estate Planning, Investment Planning, Tax Planning, Children Future Planning
ADDRESS: Shri Mahalakshmi, Ground Floor
New No. 6, Third Street Habibullah Road,
Near Nadigar Sangam, T. Nagar, Chennai – 600017
+91- 9884349173
service@fortuneplanners.com
WEBSITE:https://fortuneplanners.com
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- Khannan Fin Serv Private Limited
ABOUT US: KFSPL is a Finance Advisory company experienced more than a decade. We have developed due to the trust we have still in our clients. This trust is based upon an experienced, open and honest approach. KFSPL offers end-to-end life-cycle support for business portfolios. We bring smart strategies and hands-on execution to industries facing tough business challenges. Leaders rely on us to resolve issues and explore emerging opportunities with imaginative solutions. Our unique blend of experienced know-how and original thinking delivers great results.We help companies move past hype, make informed decisions, respond to change and prepare for the future. We bring together industry experience and technical skill to meet client objectives, boost investment in systems and data, and achieve fast, meaningful results that you can trust, with low risk. To achieve your financial goals, you will need to plan, and often you will need some means of finance. Our services are designed to aid the setting of financial objectives, and to help you monitor your finances and investments.
PRODUCTS/SERVICES: Business Loan, Home Loan, Mortgage Loan, Commercial Vehicle loan, Construction Equipment Loan, Loan Against Property, Project Loan, Infrastructure Loan, Agriculture Loan, Hospital Equipment Loan, Industrial Finance Loan, Educational Trust, Professional Loan, Corporate Loan Services, EDC / POS Machine Swipes Loan
ADDRESS: No 41/4, 1st Main Road,
Kalaimagal Nagar, Ekkatutangal,
Guindy, Chennai –32.
044 – 4332 3339
contact@khannanfinserv.com
WEBSITE:https://www.khannanfinserv.com
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- ithought Financial Consulting LLP
ABOUT US: Personal finance is the most important thing for every individual. It must be personalised, planned, prioritised, and perfected. Who is best placed to do this well? A financially savvy person is sure to help himself. But, what about everybody else? Surely, every one of us deserves to see our hard work show up as money. And, that money must be turned into sustainable wealth.
PRODUCTS/SERVICES: SEBI Registered Investment Adviser (RIA), Financial Consulting, Financial Planning Services, Portfolio Management Services
ADDRESS: # 554/555, Level 5, Capitale Towers, Anna Salai, Teynampet, Chennai 600018
044-42024276
+91-9500027285
info@ithought.co.in, feedback@ithought.co.in
WEBSITE:https://ithought.co.in
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- MM Financial Planners
ABOUT US: MM FINANCIAL PLANNERS is Chennai based group of young, dynamic and certified professionals with experience and expertise of several years providing service all over. We use up-to-date technologies and latest accounting and taxation computer software and our constant endeavors to upgrade our technology, skills, knowledge and procedures to deliver better performance. MM FINANCIAL PLANNERS is a one-stop solution platform to individuals, Startups and businesses to resolve their pain points with our unique and hassle-free services such as tax return filing, Company/ LLP/ Partnership Firm registration, accounting, company law compliances and such other day to day business maintenance services like VAT/Service Tax/ Excise/ Professional Tax/Income Tax/ TDS etc. MM FINANCIAL PLANNERS is managed by specialized team of Professionals committed to provide genuine quality experience to our clients in the widest spectrum of business needs. Our diversified team with extensive legal, financial and corporate knowledge enables us to cater to the stated and unstated needs of our clients. Our philosophy is that business owners should concentrate on what they do best – create their products or perform their services for their clients – and leave their non-core functions, such as accounting, to an accounting professional. Our teams are led by Chartered Accountants, who are well versed in the financial and accounting practices. The main features MM FINANCIAL PLANNERS is to be accessible at all times round the clock and also meet the demands of customers needs through a team of high caliber business development executives and -assessment experts, who are basically trouble ¬shooters and can solve your problems. MM FINANCIAL PLANNERS have established with a view to elaborate outsourcing services. Specialized to Design, Format and Present all un-structured data into structured data. We Offer a wide range of back office Services which match the high global standards in terms of efficiency and accuracy. With innovative and effective outsourcing solutions for clients we deliver higher quality, increased productivity at lower costs. Our services are divided into various wings. Mainly Book keeping, Payroll maintenance, Statutory Work like Periodical Returns, TDS, GST, Service Tax, Sales Tax, Excise etc. 100% accuracy, quality supremacy and prompt submission of any complicated task assigned to us have paved our way to success.
PRODUCTS/SERVICES: Accounts and Tax Services, Payroll Services, Income Tax, Sales Tax, Service Tax, Employees Provident Fund, Employee’s State Insurance, GST
ADDRESS: No:162/78, 2nd Floor, Arcot Road, Valasaravakkam
Chennai – 600087.
+91 – 9344474446
+91 – 44 – 43057555
admin@mmfinancialplanners.com / mmfinancialplanners@gmail.com
WEBSITE:http://www.mmfinancialplanners.com
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- Intelli360 Wealth
ABOUT US: Intelli360 Wealth is an independent, unbiased financial company that has a team of the best financial consultants in Chennai. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and health insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy, we give equal importance to all our clients irrespective of their investment value.
PRODUCTS/SERVICES: Mutual Fund, Goal Based Planning, Financial Calculator, Comprehensive Financial Planning, Couples Financial Planning, Financial Transition Planning, Portfolio Management Services, Life Insurance, Health Insurance, Perpetual Bonds, Unlisted Shares
ADDRESS: No.9, Annai Sathya Nagar, K.K.Nagar, Chennai, Tamil Nadu 600078
097914 04880
WEBSITE:https://www.intelli360.in
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