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Have you covered your liabilities sufficiently?   In case of unfortunate event, will your family be financially the same as it is today?   Do you have the best tax benefits available as per your gross income?   Are you getting the best returns on your invested money?   Have you ever discussed your investment planning with any professionals?   Is your post retirement life secure?   Will you be able to afford the educational cost of your child ten years from now?   What comes on your mind when you hear the words insurance? Death? Premiums? Tax Savings? Retirement? Child Education?   Can your insurance/ investments be suitable to your needs and risk profile?

Business Ethics

As a Personal Finance Professional, I shall follow & abide by the following Code of Ethics and Professional Conduct to live up to the trust endowed in me by my clients and to uphold the dignity of our profession.

Expertise

My clients trust me for being an expert in the field of personal finance. I shall keep myself updated with the required knowledge & skills to provide expert recommendations to my clients.

Transparency

My clients trust me for being transparent in all my dealings with them. I shall voluntarily disclose all material facts & conflicts of interest in a fair & transparent manner to my clients.

Holistic

My clients trust me for empathizing with their dreams, goals, aspirations & anxieties. I shall be mindful, compassionate and respectful of all their feelings around both money & life.

Integrity

My clients trust me for being honest in our relationship. I shall always maintain integrity of our professional relationship and never do anything which is a let-down to my clients.

ClientFirst

My clients trust me for providing truly unbiased & independent advice. I shall ensure that my clients' interest always comes before my personal gains and advice is void of any biases.

Solutions

My clients trust me for providing solutions to their problems, needs & requirements and not merely execute their transactions. I shall be diligent in offering the best possible solutions.