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CUSTOMIZED FINANCIAL PLANNING

  • 9 Steps

About

BMFPA actively manages client portfolios based on the prevalent market conditions and available investment opportunities. We provide a state of the art, sophisticated, open architecture platform which allows us to deliver on the objectives. We follow the timeless principles of investing through asset allocation and diversification of our clients' portfolios to effectively help manage, preserve and grow their wealth and help them achieve their financial goals. BMFPA helps clients suitably diversify their investments in different asset classes based on their time horizon and risk return profile. BMFPA periodically does the rebalancing adjustments in the allocation of various asset classes based on the prevailing market conditions.

You can also join this program via the mobile app. Go to the app

Overview

Price

Free

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At BM Fiscal Pvt Ltd , we provide you with the most innovative and customized Wealth Management solutions. We have over 50 man years of experience in handling corporate, HNI, NRI's wealth diversified over various asset classes such as Indian equities, International equities etc.

Phone:  +91 93703 82425

Email: contactus@bmfpa.com

BM Fiscal Pvt Ltd, Gulmohar , Plot No. 5, S.No.15-A, Next toHotel Rajwada, Off Baner Road, Pashan,Pune - 411045, Maharashtra, India.

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