Ravi Connet is one of the leading comprehensive financial investment solutions advisory with specialization and expertise in financial sector. We are AMFI qualified and IRDA approved distributors. We are SEBI registered Sub-Broker and BSE Star Mutual Fund registered BSE members as well. We have more than 15 year’s experience in Financial Planning, Retirement Planning, Tax Planning, Mutual Funds, Life Insurance, General Insurance, Health Insurance, Accidental Insurance, Loans, and Demat Accounts etc. We have been serving and helping our Retail, HNI and NRI customers and investors in achieving their financial goals which leads to their financial freedom. We firmly believe that “Once Journey to financial freedom is through Financial Literacy only”.
We are associated with SBI, UTI, HDFC, ICICIPru, Birla, Kotak Mahindra, DSP Black Rock, Franklin Templeton, Axis, Reliance, L&T, MotilalOswal, Tata Mutual Fund Houses, SEBI Sub-Broker with Nirmal Bang Securities, Star Health Insurance, Religare Health Insurance, National& Reliance General Insurance.
What We Do:
1. Analyzing Customer’s Financial Health& Risk.
2.Helping the Customers to identify their real financial needs, goals and targets and risks.
3. Making them understand all financial products so that they could choose right financial product,
plan/scheme which exactly matches with their financial goals and targetsand achieve them well in time
with keeping in mind Return, Inflation and Taxation.
4. Helping them to manage financial risksoccurreddue tounforeseen and unfortunateevents like death
andillness.
Our Approach
Our approach involves researching the available products and analyzes the existing financial investments of the clients before arriving at a solution that matches the current and the future requirements. We take both short and long term objectives into account.
Our Objectives
We align ourselves with the objectives of our client and provide tailor made solutions to fit every business and industry. This has helped us to gain the trust and loyalty of many consumers across different industries.
Our Vision
We see ourselves taking the ownership for fulfilling the dreams and aspirations of our customers. We want to provide the best investment sources and better options for our clients. It is our vision to get ranked on top for customer satisfaction in financial advisory industry.