FINANCIAL FRIEND

PLANNING DREAMS

Start Safe Investment

To get started investing, we pick a strategy based on the amount you’ll invest, the timelines for your investment goals, and the amount of risk that makes sense for you.

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Mutual Funds

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Life Insurance

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Health Insurance

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Bonds

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PPF

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Gold

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RBI Bonds

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More Details

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Our AMC Partners

See what our Clients have to say

     Excellent  
     Based on 125 reviews 
    
 
 
   
 
 
        
   Bhavesh Kataria 
 2024-04-30
 
 
  A very professional and responsive, individual can believe for the better future. One will always find the quality solution in financial friend for secured life.
  
 
       
   Juhi Goel 
 2024-04-30
 
 
  Great team, timely manages everything without much hasstle. great experience. Highly recommend!!
  
 
       
   Nikhil Vashishth 
 2024-04-30
 
 
  I have a great experience with the team.
Getting all the benifits which I was not aware before.
  
 
       
   Preeti Yadav 
 2024-04-30
 
 
  Awesome
  
 
       
   vijay singh 
 2024-04-30
 
 
  Always got good advice and guidance... Thank you Financial Friend
  
 
       
   neha gogia 
 2024-04-30
 
 
  
  
 
       
   Mayank Gaur 
 2023-09-06
 
 
  Gunjan is a thorough professional. What makes her stand out is not just her knowledge of finance and investment practices, but her ability to understand client’s priorities and coming up with a tailored recommendation. She is prompt, responsive and goes to great lengths in ensuring that her clients invest consistently. She is ably supported by a wonderful team - Shivangi is one of them who is always around to help out with any and every detail.

All in all, I’ve had a great experience with FinancialFriend so far and looking forward to a fruitful partnership.
  
 
       
   Hemant Kumar 
 2023-07-31
 
 
  One stop solution for your financial queries and planning
  
 
       
   Basab Chatterjee 
 2023-07-30
 
 
  I am happy to have such a knowledgable financial advisor . Madam has very good behaviour and gives excellent financial investment solutions according to clients future goal and income profile. Keep investing with financial friend👍👍
  
 
       
   Sunny Khanduja 
 2023-07-30

Gunjan has made a real difference in our lives by providing advice to better understand our needs in retirement. We now have plan in place to have a secure financial future in retirement.

Shiv Kumar Jain, Owner - Everest Laboratories

I have been dealing with Ms Gunjan regarding Mutual Funds Investments for more than 1.5 years now and I must say it’s been a pleasure dealing with her. She is a thorough professional, knowledgeable and does thorough analysis on any investments before recommending. The good thing is that she automatically takes care when to exit, when to book profits and how much SIP should be initiated for a particular fund.

Mr Pawan Goel, Automobile Professional

I was introduced to them by my colleague, I have known her for last one year and I find him very competent and professional compared to my previous planner. Thanks to her I am more confident in Investing now.

Mr. Bhupesh Mathur, Director- PixelOmedia

Gunjan is my financial advisor from last 2 years. During this time I am most impressed by her foresight, attention to details and regular consultation with me on matters affecting the management of my investments. Must try from your financial planning.

Mr. Mayank Mathur, Sr. manager – TATA Motors Ltd.

FINANCIAL FRIEND

SERVICES

Financial Planning

Our financial planning service helps you create a clear roadmap for your financial future. We help to develop a personalized plan to achieve your goals.

Wealth Management

We provide tailored strategies to preserve and enhance your wealth, ensuring your financial legacy lasts for generations.

Retirement Planning

We help you set realistic goals, assess your retirement income needs, and create a comprehensive plan to secure your future.

Goal Based Planning

Our goal-based planning focuses on your personal objectives, whether it’s buying a home, funding education, or starting a business, and develops a strategy to make them a reality.

Insurance Planning

Protect what matters most with our insurance planning services. We analyze your needs and recommend coverage options accordingly.

Tax Planning

Our tax planning services aim to minimize your tax burden while maximizing your savings, allowing you to keep more of what you earn.

Investment Planning

Invest wisely with our investment planning services. We create a tailored investment strategy based on your risk tolerance and financial goals, helping you grow your wealth over time.

Estate Planning

Ensure your legacy is protected with our estate planning services. We guide you in organizing your assets and making decisions that reflect your wishes.

Click Here & Let us know which Services you need ?

Why Financial FRIEND?

When you come to us, you will enjoy the all-inclusive financial planning through our three-tier consultation process of Analysis >> Advice >> Execution. This will help you to systematically plan and execute your investments based upon your risk profile and financial goals. We unhesitatingly share our knowledge and experience to provide every client an unbiased advice and customised service.

Our Planner

Gunjan Kataria, our founder, is the Chief Financial Planner with 11- year experience in various financial services. She is a certified financial planner (CFP CM ) and MBA (Finance) from FMS-IIRM. Her in-depth knowledge and incisive reasoning ability help her to render rational and unambiguous financial advice to her clients.

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