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Naveen Rego CFP
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About Us  
   

Why are we different?

As we charge fees from clients, we are not dependent on commissions/ brokerages for our revenues unlike the agents and banks. We would never act as sales agents for any financial institution and recommend unwanted products for getting higher commissions/brokerages. The advice given is always documented for future reference and review. As we are SEBI Registered Investment Advisers, our process and systems are audited internally and by the regulator (SEBI) on a regular basis.

 
   
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Credible Financial Advice That Fits Your Needs
 
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