|►||Authentic Financial Planning||►||Unbiased & Independent||►||Well Recognised|
|►||Everything you need||►||100% Performance Driven|
In India, Transcend is amongst the pioneers in financial planning and provides Authentic Financial Planning. Most importantly these service can be offered legally only by a qualified Certified Financial Planner or equivalent qualifications and not by any Broker, Agent, Chartered Accountant, etc. If you feel your friend, neighbour or CA is an expert on these and can guide you, then you are completely wrong because there is much more to it than what seems. Professionals working in Transcend carry the necessary license of Certified Financial Planner from FPSB (Financial Planning Standards Board, India) to practice it.
Transcend utilises scientific methods to arrive at a plan that will make your financial goals a reality. Today with changing taxation rules and availability of wide range of investment options like PPF, mutual funds, equity shares, commodities, insurance, debts, forex holding, bonds, overseas investments etc, planning needs to be extremely scientific and as a matter of utmost importance needs to be done meticulously.
|We do not represent any financial institution and hence are in a unique position to totally focus on our customers and provide them with expert & unbiased professional advice.|
|Transcend’s Financial Planning & Wealth Management services are well represented in the media via live personal finance shows on business channels like CNBC, CNBC Awaaz, Zee Buiseness, UTV Bloomberg, etc. Our articles are published in various publications, dailies & websites. We also conduct lecture series, counselling & seminars for individuals & NGO’s, training programs and intensive workshops for both individuals and companies.|
Transcend is a one stop shop for advisory services in every area of personal finance. With professional approach, wide & in-depth expertise, efficient processes and ethics, the plan is made with your life goals in perspective.
Once the plan is done we help our clients manage anything and everything as may be needed to implement the plan viz., investments, life & non-life insurance, health insurance, tax planning, book-keeping, Income tax return filing, preparing Will, preparing trusts, formation of company, negotiation with banks / institutions, managing loans, credit/debit cards, business consulting etc and any other matter where you may need assistance.
Everything we do is driven by performance.
In planning we ensure that your plan is always on track and thus your interests are always safeguarded.
In fund management / investment etc you only pay us when there is profit else you do not pay us anything.