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DESCRIPTION
Proficient Financial Planners is a SEBI registered RIA firm and offers Fee based Financial Planning services operating from Thane and catering to clients all over the country and overseas too. Our forte is creating the Financial Plan as per the unique requirements of clients and helping them to achieve their financial goals in a time bound and focused manner. We have been helping people since 2009 and have a dedicated set of financial planners to interact and assist. We offer various services such as creating the Financial Plan, Investment portfolio review, Investment Management through direct plans, Retirement planning, Wills, Analysing insurance portfolio, etc.
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AMENITIES & SERVICE OPTIONS
Amenities and service options for this business are being updated. Contact them directly for details.
HIGHLIGHTS & FEATURES
Business Highlights
5 Rated149 verified reviews
Financial AdvisorsVerified category
SionMumbai
BUSINESS HOURS
MondayClosed
TuesdayClosed
WednesdayClosed
ThursdayClosed
FridayClosed
SaturdayClosed
SundayClosed
LOCATION & MAP
Omega Business Park, 620, Road No. 33, Ambica Nagar, Wagle Industrial Estate, Thane West, Thane, Maharashtra 400604
REVIEWS (149)
Write a Review5
★★★★★
149 reviews
J
Jaya Gomez
Sion · 4 months ago
It was a wonderful experience. Got updated on financial...
It was a wonderful experience. Got updated on financial investment matters,Gift deeds and making Will
a
abhishek meena
Sion · 7 months ago
I attended a financial planning class at the DGA Shipping...
I attended a financial planning class at the DGA Shipping (Mumbai) headquarters, which was highly informative. Sir provided comprehensive insights into insurance, mutual funds, and shares. His expertise in these areas was evident and exceptionally beneficial. 📈💰💼
C
Chinmayee Bagul
Sion · 7 months ago
Would highly recommend! The team has been very helpful in...
Would highly recommend! The team has been very helpful in planning and very patient with making sure I am able to understand the details.
M