While choosing a financial planner 4E’s play the most important role ie Education, Experience, Efficacy and Effectiveness. An individual’s level of education, training and experience will make a big difference in their ability to provide sound financial plan.
The financial planner needs to look at all the aspects of your life and the process remains as an ongoing one and changes as your life evolves..
KD Financial Services is founded by Ms. Kirandeep Kaur. She is a passionate Wealth Advisor & Financial Consultant, who has been associated with the Armed Forces for close to one and half decade. An Alumni of IIM-Calcutta, Post Graduate in Treasury & Forex Management and Certified Treasury Manager from the Association of Certified Treasury Managers (ACTM). The firm offers services for Financial Planning. Retirement Planning, Wealth Management, Estate Planning and Loan Facility for armed forces personnel. The firm follows the rule of SLR(Safety, Liquidity and Returns). The portfolio’s are build after the risk assessment of individual and their specific needs tax efficiently. The firm’s core expertise lies in creating customized strategies which accommodate customers’ investment goals with respect to wealth accumulation, preservation and liquidity. A one -stop shop for all your financial service requirements. The firm offers the understanding, the experience and most importantly the commitment to deliver pragmatic end- to- end solutions that truly work. KD Financial Services firmly invests in serving the financial services needs of customers.
“ Customised solutions offered for the corporate treasuries to individual people solutions-whether its for the requirement of the funds to investment of your funds, your entire requirement of financial services will be taken care of under one roof.”
Ms. Kirandeep Kaur
CEO, KD Financial services
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KD Financial Services having registered office in New Delhi is an integrated firm that specializes in offering a varied bouquet of customized financial services to Institutions. The firm today offers complete financial solutions including areas like corporate Finance, Equities, Mutual Funds, Wealth Management etcRead More