The trend is our FRIEND

Financial Friend is a startup venture by Mrs. Gunjan Kataria, an experienced and certified financial planner. Established in January 2019, our personal financial management service works on the principle of “Client first, always and every time”. Here, we provide the bedrock for our clients’ financial prosperity and stability that will help him to achieve his financial objectives at various stages of his life.

VISION

Our vision is to evolve as India’s leading financial advisory firm that will help its clients to lucratively manage their corporate and personal wealth and investments.

MISSION

Our mission is to develop into a high-performance organisation by 2021.

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 7- 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.

FINANCIAL FRIEND

SERVICES

Financial Planning

We help our clients to meet their life goals through professional management of their finances. To achieve this, we comprehensively evaluate our clients’ current and future financial state, gather relevant financial information, set life goals for him, if he has not done it himself, and then strategies/plan for meeting these goals through regulating future cash flows, asset values and withdrawal plans. Our financial plans are flexible and we provide regular updates for our clients.

Wealth Management

In this high-level professional and single-point contact service, we provide our clients a holistic approach to manage their money and plan for their current and future financial needs. Our personalised solutions and product-neutral recommendations encompass a wide variety of products that include mutual funds, equities, debt instruments, government and corporate bonds, insurance and other structured products.

Retirement Planning

Our retirement planning assumes significance given the increased longevity and its associated financial woes. In this, we assist you to avoid old age impoverishment through our meticulous financial planning during your investment, accumulation and retirement phases of life.

Goal Based Planning

We judiciously assist you to identify your short, medium and long-term financial goals based on your risk-taking ability and cash flow. Having defined the financial goals, we identify available financial resources to determine the investment strategy. Post implementation of the plan, we regularly review the progress to stay abreast and make mid-course corrections, where necessary.

Insurance Planning

Our insurance planning for our clients identifies and analyses the risk factors in life and determine means to mitigate those risks through proper coverage. In personal insurance, we deal with life, disability and health insurances and in property we deal in home, personal articles, automobiles and natural disasters.

Tax Planning

We help our clients to grow their money through our permissive tax planning. Our tax planning ensures tax efficiency through reduction of tax liability, selection of productive investments, minimising litigations and planning tax-friendly expenditures.

Investment Planning

Through our investment planning, we help our clients to optimally match their financial objectives and resources. We first work out the client’s investment profile and then help them to identify the most appropriate portfolio mix from a wide variety of investment options that include mutual funds, bonds, shares, bank deposits and structured products.

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

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.

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

Financial Friend

The trend is our FRIEND

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