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- 079 40393693
info@milestonefinancial.in -
What is Wealth Management?
Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings.
Milestone Financial Distribution Pvt Ltd was established in 2007 with vision to create a Milestone in Financial Distribution Business. Milestone was Started by four friends who started their carriers as Relation ship Executives at financial Distribution firm.
Milestone Financial Distribution Pvt Ltd
A - 1003 -1004 Ratnakar Nine Square Opp Keshavbaug Party Plot,
Vastrapur, Ahmedabad, 380015
Office :(O) 079 40393693
(O) 079 35110341
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor | ARN- 50106 | Date of initial Registration: 23/05/2007 | Current validity of ARN-50106: 23/05/2027.
Grievance Officer: Harmik Singh Sachdeva| harmik@milestonefinancial.in | +91 9825445975
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