ConfianceCap was incorporated in the year 2014 and at present having more than 200 satisfied clientsacross all major cities of India like Delhi-NCR, Mumbai, Bangalore, Hyderabad, Pune, Chandigarh, Ludhiana, Jalandhar etc. Our basic approach is to first understand the current financial situation of our clients and then preparing a detailed financial plan taking all the financial goals (as discussed and agreed upon by clients) in consideration. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team in support. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, depending on their long-term and short-term goals. We focus on preparing a detailed Financial Plan and calculate client’s Human Life Value to rightly identify the goals and obligations of our clients. Our core purpose is to provide fast track financial solutions, manage client’s risk (both life and non-life), thereby make people enjoy a secured and stress free pre/post retirement life
I founded WeCare Solutions in August 2014 after gaining experience of working with leading corporates for 5 years. Before that I have done MBA from International Management Institute, New Delhi, a top ranked B-School in India. I am a dedicated and hardworking professional, believing in making people financially more literate and helping them achieve their financial goals. I have got deep understanding of financial planning, retirement planning, portfolio management services and have a passion towards client delight and strive to work towards client satisfaction.
It is pleasure, but because those who do not know how to pursue pleasure rationally encounter consequences that are extremely painful. Nor again is there anyone who loves or pursues or desires to obtain pain of itself.
Why should we be your financial advisor/product distributors ? Below mentioned our core strength will surely help you get this answer.