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The Financial friend Business Development

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.

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.

Services We Provide

Financial Planning

Wealth Management

Retirement Planning

Insurance Planning

Tax Planning

Investment Planning

Goal Based Planning

Our Happy Clients.

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

The Trend is Our Friend

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