Proficient Financial Planners

Proficient Financial Planners We are a Sebi Registered Investment Advisor and FEE ONLY "Financial Planning " firm based in Mumbai.

We offer services in drawing a roadmap to achieve your financial goals in a planned manner

Sharing our latest Video on Asset Allocation.
26/03/2025

Sharing our latest Video on Asset Allocation.

This Video provides details about how to diversify your investments across different assets based on your risk profile, financial goals and time horizon. It ...

02/10/2023

This Video explains the difference between traditional Financial Planning versus that required for families with Special kids. It also covers the challenges ...

On 23rd September 2023, we organised a Session on " Financial Planning for Special kids families conducted by Mr. Jiten...
02/10/2023

On 23rd September 2023, we organised a Session on " Financial Planning for Special kids families conducted by Mr. Jitendra Solanki, Founder Special needs Estate planners. Sharing the insightful video link below.

This Video explains the difference between traditional Financial Planning versus that required for families with Special kids. It also covers the challenges ...

02/10/2023

This video provides detailed information on how to make a simple WILL. It also explains the precautions that one needs to take to ensure that the beneficiari...

We did a session on " Creating a Simple will" with Advocate Sanjay Rego. Sharing the youtube link of the session below.
02/10/2023

We did a session on " Creating a Simple will" with Advocate Sanjay Rego. Sharing the youtube link of the session below.

This video provides detailed information on how to make a simple WILL. It also explains the precautions that one needs to take to ensure that the beneficiari...

Celebrate women's day on 8th March 2023 by empowering them through a workshop on Financial planning.
23/02/2023

Celebrate women's day on 8th March 2023 by empowering them through a workshop on Financial planning.

Simple video on understand Tax rules for Mutual fund investments
05/01/2023

Simple video on understand Tax rules for Mutual fund investments

This video provides details on how mutual funds are taxed.

05/01/2023

Our latest video on .

. Know the taxation of mutual funds through this informative video.
08/09/2022

. Know the taxation of mutual funds through this informative video.

This video provides details on how mutual funds are taxed.

Address

3B-37, HIGH Street MALL, SAINATH NAGAR, KAPURBAVDI, THANE-400607
Thane
400610

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9:30am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 6:30pm
Saturday 9:30am - 3pm

Telephone

+919821465874

Website

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