Kanchan Maurya

Kanchn Maurryya Financial Consultant & Planner
KM Financial Services

Vision:

To Bring security and prosperity to people’s lives by providing financial peace of mind.

Mission:

Our Mission is to help our clients to reach their financial goals through financial planning. Provide transparency in investment valuation, empower to educate people by evaluating their risk taking capability, risk analysis and need analysis.

Our Values:

• Integrity
• Honesty
• Clarity
• Commitment
• Consistent
• Ethics

Who We are:

We are financial consultant and Planner, serving more than 300 individuals in investment planning.

We understand the mind-set of clients to determine their goals, objectives, risk taking capacity, time horizon and help them to create their journey of reaching their financial goals.

We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own passion, dreams and talents.

We aspire to become the most admired and trusted financial service provider by 2025 with satisfied 50,000 client base.

 

Products:

Life Insurance – Endowment, Money Back, Whole Life, Term plans etc.

General Insurance – Mediclaim /GMC, Fire, Indemnity, WC, etc.

Mutual Funds – SIP, ELSS, SWP, STP etc.

Demat Accounts

Equity

Bond

NCD

Fixed Deposit

Loans 

 

Service Areas:

Insurance planning 

Financial Planning 

Investment Planning 

Retirement Planning 

Children Education Planning 

Financial Planning for Marriage of Children 

Portfolio Management (PMS) 

Tax / Estate Planning

To know more or avail any of my services you can contact me at 9594370010 / 9773460540 or write to me at Kanchan0384@gmail.com/ kanchanmry33@gmail.com