“Empower your financial future with expert guidance.”

Suman Shandil, is a Registered Investment Adviser (RIA), operating in an individual capacity with License No: INA100013205, based in Delhi, India. She is registered with the ‘Securities and Exchange Board of India’ (SEBI). She is an MBA in Finance, and is proficient to provide top-notch financial advice and services to her clients with the necessary skills and expertise.

Personal Finance and Wealth Management has been her passion for years. She has been investing in direct equity and mutual funds for over 8 years. She is serving people in their personal finances and investments for over 4 years and has served 450+ satisfied clients so far.

We Take A Holistic Approach To Financial Planning And Advisory Services

Our services are independent– 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.

OUR PHILOSOPHY

To ensure our Clients truly receive the individual, independent, best suitable advice we believe they are entitled to, we have developed an approach that really works. 
We work collaboratively with you, listening to your needs and aspirations and keeping you fully informed at all stages.
We will guide you through our process and ensure your financial plans suit your particular financial goals and objectives.
We always keep client interest ahead of our own and bring honest and transparent financial advice to our clients.

VISION

Our vision is to empower individuals and families to achieve their financial dreams and create a brighter future. We do this by providing personalized and comprehensive financial planning services that prioritize our clients’ unique goals and values. With our expertise and guidance, we strive to make financial planning approachable, transparent, and enjoyable. We envision a world where everyone has the confidence and resources to live life on their own terms, and we are committed to being a trusted partner on that journey.

MISSION

Our mission is to help our clients build a secure financial future by providing them with the knowledge, tools, and guidance they need to make informed decisions. We believe that financial planning should be accessible and transparent, which is why we prioritize education and communication in all of our interactions. Our approach is holistic and customized, as we understand that everyone’s financial situation is unique. We are committed to acting in our clients’ best interests, upholding the highest ethical standards, and continuously improving our services. Our ultimate goal is to empower our clients to achieve financial freedom and live the life they’ve always envisioned.

VALUES

We know that every individual has specific and unique needs to manage their financial lives. We develop ongoing one-to-one relationships with our Clients and take time to understand what’s truly important to them and their families.
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.

  • Integrity: We adhere to the highest ethical standards, always acting in the best interests of our clients. Honesty, transparency, and trustworthiness are at the core of everything we do.
  • Client-Centric Approach: Our clients are at the heart of our business. We prioritize their goals, dreams, and financial well-being above all else. We listen attentively, understand their unique needs, and provide personalized solutions.
  • Knowledge and Expertise: We are committed to continuous learning and staying up-to-date with the latest financial trends, strategies, and regulations. We strive for excellence in our field, enabling us to offer our clients the best possible advice and solutions.
  • Education and Empowerment: We believe in empowering our clients through education. We provide them with the knowledge and resources to make informed financial decisions, enabling them to take control of their financial future.
  • Long-Term Relationships: We are committed to building long-term relationships with our clients, built on mutual trust and respect. We aim to be their lifelong financial partners, supporting them through various life stages and helping them adapt their financial plans as needed.
  • Social Responsibility: We recognize our responsibility to give back to society. We actively participate in philanthropic initiatives, contributing to the betterment of our community and society as a whole.

These values guide our actions and decisions, ensuring that we consistently provide exceptional service and deliver positive outcomes for our clients.