About Fiduciaries
Fiduciaries: Your Trusted Partner for Financial Planning and Investment Advice
Are you looking for a reliable financial planner who can help you achieve your financial goals? Look no further than Fiduciaries, the leading provider of hourly-fee financial planning and investment advice in India. Led by Avinash Luthria, a SEBI registered investment adviser with over 21 years of experience in the industry, Fiduciaries is committed to helping individuals and families make informed decisions about their money.
At Fiduciaries, we understand that every client has unique needs and goals when it comes to their finances. That's why we offer personalized financial planning services that are tailored to your specific situation. Whether you're just starting out in your career or nearing retirement, our team of experts can help you create a comprehensive plan that takes into account all aspects of your financial life.
Our services include:
1. Financial Planning: We offer comprehensive financial planning services that cover everything from budgeting and saving to retirement planning and estate planning. Our team will work with you to create a customized plan that helps you achieve your short-term and long-term goals.
2. Investment Advice: As experienced investors ourselves, we know how important it is to have a well-diversified portfolio that aligns with your risk tolerance and investment objectives. We'll help you select the right mix of investments based on your individual needs.
3. Tax Planning: Taxes can be one of the biggest expenses in any investor's portfolio. That's why we offer tax planning services designed to minimize your tax liability while maximizing your returns.
4. Insurance Planning: Protecting yourself against unforeseen events is an essential part of any sound financial plan. We'll help you evaluate different insurance options so that you can choose the policies that best meet your needs.
5. Education Planning: If you have children or grandchildren who will be attending college in the future, we can help you create a plan to save for their education expenses.
At Fiduciaries, we believe in transparency and honesty when it comes to our fees. That's why we charge an hourly rate for our services rather than a percentage of your assets under management. This ensures that you only pay for the advice you receive, and not for any unnecessary products or services.
In addition to our financial planning and investment advice services, we also offer educational resources on our website to help you stay informed about the latest trends and developments in the industry. From blog posts to webinars, we're committed to providing you with the knowledge you need to make informed decisions about your money.
So why choose Fiduciaries as your trusted partner for financial planning and investment advice? Here are just a few reasons:
1. Experience: With over 21 years of experience in the industry, Avinash Luthria has seen it all when it comes to investing. He brings this wealth of knowledge and expertise to every client engagement.
2. Personalized Service: We understand that every client is unique, which is why we offer personalized financial planning services tailored specifically to your needs.
3. Transparency: We believe in being transparent about our fees so that you know exactly what you're paying for.
4. Education: We're committed to providing educational resources so that you can stay informed about the latest trends and developments in the industry.
5. Results: Our goal is simple - helping clients achieve their financial goals through sound investment strategies and comprehensive financial planning.
In conclusion, if you're looking for a trusted partner who can help guide you through all aspects of your financial life, look no further than Fiduciaries. With personalized service, transparent fees, and a commitment to education and results-driven strategies, we're here to help ensure that your money works as hard as possible for you!