Orbit is an independent, unbiased financial advisory company with a client base of over 3000 investors. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and general insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy we give equal importance to all our clients irrespective of their investment value.
We are today serving all types of clients – right from “Do it yourself” investors who know what they want, to investors who are looking for a second opinion on their selection, to investors who want to rely on an Expert Financial Planner who will be their ‘Financial Doctor’ and will work with them towards achieving their life time financial goals.
- To understand client’s needs, objectives and available resources evaluating the same and then suggesting the best available investment products.
- To make best suitable decisions in order to manage your investment saving.
- To rightly choose the products in order to protect and create wealth.
- To review the financial situation on a regular basis and revise the plan as required.
- To ensure meeting your life goals and through proper management of your finances. Life goals can include buying a home, saving for your children’s education, planning for retirement and many more
The first step in developing your financial plan is to meet with an advisor. At Orbit, we use our unique discovery and assessment processes. This complimentary process begins with a review of your current financial circumstances, anticipated changes, future goals, and results in your customized plan. Call us today to book your assessment.