SEBI REGISTERED INVESTMENT ADVISOR
Ethical Investments is a financial advisory service provide with an aim to meet our clients life goals by providing unbiased investment advise.
– Dave Ramsey
Most people don’t plan to fail
they fail to plan
– Jhon L.Beckley
– Benjamin Franklin
– Charles A. Jaffe
– Alan Lakein
Why Financial Planning Is Important
Key Elements of Sound Financial Plan
Strategies to help you reach your goals
Financial Planning leads to Financial Security
How Ethical Investment Can Help?
Financial Planning & Goal Setting
- Define Major Life Goals
- Desired Rate Of Return
- Conduct Risk Profiling
- Evolve An Asset Allocation
- Implement An Asset Allocation
- Portfolio Updates
- Monitor Progress
- New Goals Or Priorities
Financial Consultant & Advisor
B.E, PGDBM, CWM®
Founder / Chief Investment Advisor
Hi, I am an investment adviser and founder at Ethical Investments, living and practicing in Mumbai. I have worked with organisations like IL&FS Investsmart ( HSBC Investdirect) , Way2Wealth , BITS Portfilio Advisors as wealth manager . I like reading and listening to views on economics, money and financial markets. I help my clients make sound money decisions to achieve their financial life goals.
SEBI Registration Number: INA000007474
To be recognized as one of the most ethical and trusted investment adviser.
Continually engage with clients through the investment life cycle and maintain tranquility.
Ensure optimum client servicing leading to excellent customer experience.
Continually acquire knowledge that helps clients mitigate risk and achieve superior returns.