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BeaconFinSer profile image
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BeaconFinSer

BeaconFinSer is an Investment & Allied Service Providing Entity. We assist investors with money management and related affairs. We deal in Investment product like Mutual Fund, Portfolio Management Services, Alternate Products, Debt, Structured Ideas etc). We assist in Investment Planning, Investing and Monitoring of Money. We can also assist in financial structuring both current and future. We are equipped with servicing investors with spectrum of options. The choice solely depends on the needs and The Investor Type ( Individual/Company).

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a professional

What do you love most about your job?

My services are not generic neither it is static. Every investor is unique and so is the need of his/her money. I tailored solution to one's objective. Handling unique needs/ behavior is the one thing I love about my business.

What inspired you to start your own business?

I hold more than 25 years of work experience out of which I have spent 17 years as an employee. I have worked with banks, NBFS and have assisted investors from various walks of life.

Employers have targeted agenda and they shy to go beyond it, they therefore stick with being a product marketer on the shadow of being a financial advisor. I however belief that a service provider must be a holistic one where products are mere act as a tool to reach the goal and not the other way around.

With this though and determination started on my own.

Why should our clients choose you?

I am a holistic practitioner. To me investment products are mere a tool. I have dealt with almost all service providers & possess skills to handle almost all aspects of one's financial life. My deep experience is an additional advantage. My investors can relax that all those actions or decisions which is required would be brough to the notice proactively.

This is a great comfort for which I think I should be chosen.

Can you provide your services online or remotely? If so, please add details.

I can do it both personally and remotely. There are few ideas that can be done online and few which needs physical paperwork.

What changes have you made to keep your customers safe from Covid-19?

I couldn't have helped much on this. Before Covid, most of the transactions were done physically with frequent meetings. However, i have tired to reduce their touch points by organizing most all the financial related liabilities digitally and increase online meetings. Financial fraternity too have moved on the digital platforms and helped sailed through the difficult times..

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