[email protected]

(+91) 98422 92339

About us

showcase image

Certified Financial Planner

This designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in United States , affiliated with Financial Planning Standards Board (FPSB India),the owner of the CFP mark in India

A Certified Financial Planner™ (CFP®) professional is a financial planner who has gone through rigorous education and testing and has pledged to conduct himself in an ethical manner that puts your interests first. CFP professionals know how to ask important questions about your goals, steer you away from financial hazards and suggest strategies for reaching your goals that you may not have considered.

We are committed towards providing timely, unbiased and expert guidance so that the best financial decisions can be possibly made. In support with our expert advisory team of professionals, one gets the opportunity to set the entire life goals especially those that can bestow fruitful out comings in the expected future. For the purpose of tracking the journey of financial freedom we take out our precious time to create the tailored financial strategies for our clients. Learn the smart way outs to build the strong foundation of your current lifestyles by joining us today!

On behalf of our rich advisory team, we seek to provide you with the returns that are aligned, competitive and reliable in nature. For the attainment of broad diversification and a well disciplined approach, consult us today!

Why Choose Us?

We as a variegated financial service company remains fully dedicated towards evolving and keeping clients abreast about all those financial professional tools, which in return provides them superior and everlasting support to potentially end up recurrent as well as upcoming financial worries.

On the basis of years of experience in the same field, My Financial Friend is committed towards providing comprehensive and complete planning services in order to eliminate all finance related worries from your lives.

How we are different from others?

Now you must be thinking what it that makes our services unforgettable and enriched all the times is! Paying individual attention towards the already existing condition and later the immediate study to step you out from unpleasant financial condition, differentiates us from our competitors.

  • Locate realistic financial and personal goals
  • Guarantees rolling your money till the period of retirement
  • Develop realistic plans by addressing financial weaknesses
  • Assess your current financial health through best examining your assets, liabilities, income, insurance, taxes, investments and estate plan
  • Put your plans into actions through monitoring its progress regularly

Our Products

We deal in Mutual Fund Advisory Services. Mutual Fund Advisory, offered by us, is inclusive of following. Read more..
The indian life insurance sector has grown to be the world's 11th largest in just 10 years. a younger workforce, a rise in personal incomes, market competition and regulatory initiatives make this a market to watch. Life Insurance is the key to good financial planning. Read more..
Medical care has become an expensive affair today. Instant catering to huge hospital bills may not be probable for all. With big diseases like cancer, cardiac problems, severe joint problems, etc. becoming common, Read more..
The Indian insurance sector is rapidly moving towards international standards of free (risk-based) market pricing and new/innovative product offerings. Big changes have occurred over the last seven years, during which the sector was opened to private participation, but with foreign direct investment (FDI) capped at 26%. Read more..