Ravi Financial

IFA-Planet

About this app

Ravi Financial is one of the leading comprehensive financial investment solutions advisory with specialization and expertise in financial sector. We are AMFI qualified and IRDA approved distributors. We are SEBI registered Sub-Broker and BSE Star Mutual Fund registered BSE members as well. We have more than 15 year’s experience in Financial Planning, Retirement Planning, Tax Planning, Mutual Funds, Life Insurance, General Insurance, Health Insurance, Accidental Insurance, Loans, and Demat Accounts etc. We have been serving and helping our Retail, HNI and NRI customers and investors in achieving their financial goals which leads to their financial freedom. We firmly believe that “Once Journey to financial freedom is through Financial Literacy only”.

We are associated with SBI, UTI, HDFC, ICICIPru, Birla, Kotak Mahindra, DSP Black Rock, Franklin Templeton, Axis, Reliance, L&T, MotilalOswal, Tata Mutual Fund Houses, SEBI Sub-Broker with Nirmal Bang Securities, Star Health Insurance, Religare Health Insurance, National& Reliance General Insurance. What We Do:
1. Analyzing Customer’s Financial Health& Risk.
2.Helping the Customers to identify their real financial needs, goals and targets and risks.
3. Making them understand all financial products so that they could choose right financial product, plan/scheme which exactly matches with their financial goals and targetsand achieve them well in time with keeping in mind Return, Inflation and Taxation.
4. Helping them to manage financial risksoccurreddue tounforeseen and unfortunateevents like death andillness.