ABOUT

After working in the financial markets with an AMC and a bank, I realized the inherent problem that exists in this segment.

Product specific push is extremely high and the more uninformed a customer is, the greater chance of them being treated as 'low hanging fruits' to sell products which generate high brokerages for the advisory bank/nbfc.

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Moreover there is very low level of formal education in financial planning imparted to these 'advisors', and they are picked mainly on sales skill.

Some of the individuals working as stand alone financial planners are better in terms of integrity, but still plagued by lack of adequate knowledge or skill

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This is where we come in-

Comprehensive knowledge put to use in order to design a personal financial plan tailored specifically to the client's requirement. The plan will include all segments and not limited to just investment opportunities. 

We really feel there is a big gap to be filled in India wherein financial planning is not given the respect as a profession which it deserves. A respect that we feel will come in time when clients are able to achieve their financial objectives with complete peace of mind.

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Mittal Finance is the website of Ravi Mittal, who is a registered Investment Adviser by SEBI.