myfin advisor - aboutus

About us

ONLINE FINANCIAL ADVISORY

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PHONE & EMAIL ONLY

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ORGANIZATION 4

Retail Investment

Corporate Investment

Non-Resident

Investment

Finance

Marketing

Human Resource

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Financial Advisory Services Insurance – Life & General Loans – Housing, Loan against Property Mutual Fund Investments Equity Share Investments PAN Card Creation Income Tax Returns filing Balance Sheet preparation Tax-Free and other Bonds Fixed Deposits

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Funding via Secured or Unsecured Loans

Funding via Venture Capitalists

Investment Advisory Services for corpus funds

Bonds and Fixed Deposits

Insurance – Group and General

Tax Returns

Company/LLP Formation

Audits, ….

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Investments in India – Mutual Funds, Shares

Housing Loans

Loan Against Property

PAN card creation

Finding Indian Partners for overseas Corporate Entities

For Expatriates, NRIs, PIOs

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AGENCIES & PARTNERS

Insurance – Corporate & Retail ◦ Aviva India Insurance

◦ Life Insurance Corporation of India – LIC

◦ SBI Life

◦ Bajaj Allianz

◦ Max Life Insurance

Loans – Retail and Corporate ◦ Indiabulls Housing Finance Corporation Limited

◦ Tata Capital Housing Finance Corporation Limited

◦ Tata Capital Financial Services Limited

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Fixed Deposits and Bonds ◦ Any and All through SBI Capital Securities

Mutual Funds ◦ Any and All through CAMS and Karvy

Equity Shares ◦ through Anand Rathi & Company

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Expat Group

Vigneshwara Developers

Cosmic Group

Earth Infrastructures Limited

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CLIENTELE

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Corporate Customers

Spread of Retail Customers

Across India from Shillong to Mumbai, Delhi to Chennai – more than one thousand customers consulted so far First NRI customer based out of Dubai and still counting

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MILESTONES

November 09, 2011 Incorporation with “Retail” vertical

September 01, 2012 Start of “Corporate” Vertical

September 01, 2012 First Client of “Corporate” Vertical

November 01, 2012 Start of “Non-Resident” Vertical

November 08, 2012 First Client of “Non-Resident” Vertical

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CONSULTATION FEE

Comprehensive Financial Planning - ₹6,000 ◦ Life Insurance Consultancy ◦ Medical Insurance Consultancy ◦ Income Tax Saving Consultancy ◦ Financial Goal Setting Consultancy ◦ Financial Goal Achieving Consultancy ◦ Retirement Planning Consultancy ◦ Investment (Mutual Fund and Equity) Consultancy

Child Future Planning Or any Goal - ₹1,250 Retirement Planning, Income Tax Planning,

Insurance Planning - ₹1,250

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Income Tax Returns Individual/HUF - ₹350

PAN Card Creation - ₹200.00

Balance Sheet Preparation - ₹2,000 + efforts

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Please contact customer care at wecare@myfinadvisor.com

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CO-ORDINATES

Registered office: A-603, Park View City 2

Sector 49, Sohna Road

Gurgaon – 122018 (Haryana) - India

+91.987.100.myFA (6932)

wecare@myfinadvisor.com

http://www.myfinadvisor.com

http://www.facebook.com/myfinadvisor

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