Our services – SUMAN SHANDIL

As a registered Investment Advisor (RIA), we are committed to providing excellent Investment services to our clients. We offer independent investment advisory service to our clients. We have no affiliation with any fund or investment institution and do not accept commissions directly or indirectly from any firm. This helps our clients receive unbiased advice. Our commitment is to our clients and there is a fixed fee received directly from our clients for providing them our services.

We know that every individual has specific and unique needs to manage their financial lives. We develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. After the response received from risk profiling questionnaire and subsequent discussion with the client, we look at the options across the market to determine what is best for our clients. We suggest asset allocation as well as risk mitigation strategies for achieving their financial goals.