Introduction

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.