Does your financial advise come from financial expert or ......??
Get life changing information about how to achieve financial freedom.
Right partnerships for Secured future
Build a complete financial plan such that your money works for you rather than you working for money
Do what you can, with what you have,
from where you are
People frequently require to be reminded rather than taught what to do, identify your financial goals and achieve your dreams.
The average person typically doesn’t think too much about financial planning. Many randomly choose investments and don’t think about it again until later in life, while others read a few articles or watch some videos and feel equipped to make their investment decisions on their own. We at the Right Partners with our vast experience in the field of wealth creation and management work closely with you to decide a clear road map and implement it over a period of time. As our name suggests our team works cohesively and is a Right Partner for our customers as well in achieving financial goals.
A team of Banking/capital market professionals with almost 15 years of experience in the fields of Banking, financial planning, wealth management, risk, taxation, loans and Financial Advisory. We believe in working closely with our customers and never lose sight of their specific financial goals behind the jiggery – pokery of numbers. Our team
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We in the first meeting sit to assess your current Income , Expenses, Investments , Savings , existing cover and Other Asset & Liabilities to fully Understand your Current Financial standing.
We would assess your risk appetite, your short & long term financial goals , objectives you have for protection, Investments , life milestone and challenges in Life , Retirement and Estate Planning.
Following our analysis , assessment and evaluation we deliver a unique and personal financial plan that bridges the gap between what you have and where do you want to be in terms of your financial goals.
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
The Right Partners has been involved in assisting us to take a decision regarding potential investments in bonds, equity and mutual funds for many years. Their understanding of the subject has been deep and beyond reproach. They have always given good advice in the subject and have been instrumental in shifting our developing requirements based on the emerging economic and financial scenario. I look forward to their continuous support in the future.
Parvindar Singh, Retd. IAS
Managing Director, CFC
Amsterdam
My busy doctor life never allowed me to identify and plan my financial goals. At TRP, I was able to prioritize my future goals , save for them and also assess my performance on each goal. With the help of TRP I was able to invest into multiple asset classes and save on taxes also. They carry out regular review and rebalance of my portfolio and advice accordingly. They also help in keeping a close track on my home loan. I personally recommend it to all working professionals.
Dr. Sandeep Attawar
HOD, Cardiac Surgery
Fortis, Gurgaon
+91- 9829064800
