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We are a Team Of Qualified Professionals. Well Established Wealth Management (Investment / Insurance / PMS) firm since 2008.
Our Vision:
Wealth Creation & Protection Of Our Clients
Our Mission:
Providing Client Centric Solutions by using latest modes of financial planning.
At our company, we strive to provide our clients with quality investment options that align with their financial goals. We believe in transparency and open communication, keeping our clients informed about their investments and any changes to their portfolios. We maintain a rigorous investment selection process, utilizing our team's expertise and research to identify top-performing assets.
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Mutual Fund is a link between the capital market and the Investors that invests with the aims to provide the benefit of professional management and diversification to ordinary investors.
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Demat account provides a digitally secure and convenient way of holding shares and securities. It eliminates theft, forgery, loss and damage of physical certificates.
Life Insurance secures your life from financial losses, which occurred due to the unexpected death of the insurer.
It covers expense of hospitalization due to illness or accident. It can protect your family from financial hardship.
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It covers expense of hospitalization due to illness or accident. It can protect your family from financial hardship.
General insurance covers home, travel, vehicle etc from fire, floods, accidents, man-made disasters and theft. A general insurance policy pays for the losses that are incurred by the insured during the period of the policy.
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Loan against Securities helps customers avail a quick loan against the securities that they hold by merely pledging and not selling them.
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Plan the perfect wedding without breaking the bank, use our calculator today.
Turn your dream vacation into reality with our customized calculator.
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We've been helping businesses to do their best since 2003. If you need any solution we are available for you. Feel free to connect with us any time.
THANKS A LOT FOR THE RIGHT DIRECTION TO ACHIEVE MY LIFE GOALS THROUGH MUTUAL FUND AND PROTECTION PLANS. MOREOVER, THEY ALSO HELPED ME FROM PERSONAL LOAN TRAP.
I GOT EXCELLENT SERVICES FROM CLIENT FIRST AS I TRAPPED IN HOUSE LOAN DEBT. THEN, THEY ASSISTED ME TO THE RIGHT PATH OF GOAL ACHIEVEMENTS (OWN HOME, CHILDREN EDUCATION AND RETIREMENT FUNDS) THROUGH MUTUAL FUNDS.
HELPED ME TO ACHIEVE MY GOALS I.E. MARRIAGE EXPENSES, HONEYMOON TOUR BEFORE MARRIAGE AND AFTER MARRIAGE SAVINGS FOR CHILDREN'S EDUCATION AND MY RETIREMENT. THANKS A LOT
I GOT SCAMMED IN THE NAME OF MOBILE TOWER OFFER ON MY SITE BY FRAUDSTERS. DUE TO THIS SCAM, I WAS IN DEEP FINANCIAL CRISIS. LATER ON, WITH THE ASSISTANCE OF CLIENT FIRST FINSERV, I GOT MY MONEY BACK RS.2,60,000/-FROM SCAMMERS. LOTS OF BLESSING FOR HELPING ME.
THANKS FOR HELPING ME TO ACHIEVING THE ROAD MAP OF MY FINANCIAL GOALS FROM LAST 12 YEARS. I AM INVESTING THROUGH THEM AND ACHIEVED MY FIRST MILESTONE TO BECOME A CROREPATI.
EXCELLENT SERVICES TO GET BACK MY REFUND FROM MAX LIFE INSURANCE THAT WAS MIS-SOLD TO ME. NOW I AM INVESTING IN MY MUTUAL FUNDS THROUGH CLIENT FIRST FINSERV FROM LAST 10 YRS. AND NEAR TO MY GOAL ACHIEVEMENT OF LONG TERM IN NEXT 5 YRS.
They helped me to understand the basics of managing money, and I'm confident in my budget and investing choices. You're a wonderful advisor! Thank you for providing detailed information about the stocks and mutual fund I'm interested in. You've helped me greatly, and I appreciate your help in understanding the stock market and mutual fund .While I am thankful to be your youngest investor , I also learn new things every time we are together.
I have started my SIP Journey 2014 with the help of my financial advisor Mr Mohinder Jeet Singh ( Client First ) Now, I am financially free and resigned from job. Currently in the club of crorepati. My simple message - Don't panic with the market fluctuations strict with your goal and aim.
Association with Client First, specially with Sh. Mohinderjeet Singh, started with them for my financial stability. He knows where to invest, how much to invest, time period of investment linked to goal.Though I am miles away @ Rourkela from him but He is not only my Financial adviser but also a good friend.
The investment journey with Mr Mohinderjeet Singh (Client First) has been phenomenal so far. His personal attention to the customer requirements is applause worthy.
Mr Mohinderjit (client first) has helped me to establish a sound financial plan that is tailored to our specific goals and objectives. He continuously keeps up-to-date on how we are tracking towards our plan and makes consultative suggestions when needed.With his support and expertise, I am confident in my family's financial future. Thanks to Client first
We are a Team Of Qualified Professionals. Well Established Wealth Management (Investment / Insurance / PMS) firm since 2008.
