FINANCIAL FRIEND

PLANNING DREAMS

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    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

    Mutual Funds

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    Life Insurance

    Life Insurance

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    Health Insurance

    Health Insurance

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    Bonds

    Bonds

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    PPF

    Gold

    RBI Bonds

    RBI Bonds

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    More Details

    More Details

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    Our AMC Partners

    See what our Clients have to say

    Bhavesh Kataria
    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
    Juhi Goel
    2024-04-30
    Great team, timely manages everything without much hasstle. great experience. Highly recommend!!
    Nikhil Vashishth
    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
    Preeti Yadav
    2024-04-30
    Awesome
    vijay singh
    vijay singh
    2024-04-30
    Always got good advice and guidance... Thank you Financial Friend
    neha gogia
    neha gogia
    2024-04-30
    Mayank Gaur
    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
    Hemant Kumar
    2023-07-31
    One stop solution for your financial queries and planning
    Basab Chatterjee
    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
    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

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    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
    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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