Master Mind Financial Advisory

General information

Master Mind Financial Advisory is an investment consultancy concern offering a wide of range of financial products and services. Founded in 2005 by Mr. Varun Vaid, having goodwill & reputation among the organizations in its category.

The central focus of our philosophy is to provide long term value to our esteemed customers while maintaining the highest standards of integrity, ethics, professionalism and timely service. Over the years, the concern has been committed to nurturing a sense of savings amongst its investors for creating wealth through regular and long term investments. Our persistent drive to add more and more satisfied customers to the Master Mind Financial Advisory year-on-year has enabled us to improve our offerings and service standards.

We offer specialist services in - Tax Planning, Insurance Planning, Retirement Planning, Children’s Future Planning, Investment Planning, Risk Management, Income Protection, Debt Reduction, Wealth Management.

The six-step financial planning process has been adopted by the International Organization for Standardization (ISO) which is followed & it includes-

1) Setting goals with the client.
2) Gathering relevant information on the client.
3) Analyzing the information.
4) Constructing a financial plan.
5) Implementing the strategies in the plan.
6) Monitoring implementation and reviewing the plan.

The whole information is always kept highly confidential as per regulatory norms as prescribed by the regulator.