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Our commitment is to deliver insurance plans that not only safeguard your present but fortify your future. IRDA No.- IMF07490120240649 || ARN- 282372 Mumbai BTW Financial Services & IMF Pvt Ltd, Office No 402, 4th Floor, Marathon Icon, Marathon Nextgen Campus, Ganpat Rao Kadam Marg, Opposite Peninsula Corporate Park, Lower Parel , Mumbai - 400013 Pune BTW Financial Services & IMF Pvt Ltd, 33/15, Prashant Bunglow, Opp Garware College, Karve Road, Pune - 411004
One of the things I love most about my job is the opportunity to help people navigate their financial journey and achieve their goals. Whether it's providing guidance on investment strategies, offering advice on insurance options, or assisting with financial planning, being able to make a positive impact on someone's life is incredibly rewarding. Additionally, I enjoy the continuous learning and growth that comes with staying updated on the latest trends and developments in the financial industry. Overall, the satisfaction of knowing that I've played a part in helping someone secure their financial future is what motivates me every day.
We are AMFI authorized Mutual Fund distributor with ARN Number 282372, and we are also an IRDA approved license holder with IRDA Number IMF07490120240649
We offer our services online and remotely for your convenience. Whether you need assistance with mutual fund investments, insurance products, or financial planning, we're here to help. You can reach out to us through our website, email, or phone, and we'll provide personalized assistance tailored to your needs. Feel free to contact us for further details or to schedule a virtual consultation.
To ensure the safety of our customers during the COVID-19 pandemic, we have implemented several changes:
Virtual Consultations: We have shifted to virtual consultations to minimize in-person contact. Clients can schedule appointments for video calls or phone discussions to receive personalized assistance from the comfort of their homes.
Online Transactions: Our online platform allows customers to complete transactions, submit documents, and access account information without visiting our physical office. This reduces the need for face-to-face interactions and helps maintain social distancing.
Enhanced Sanitization: For clients who prefer in-person meetings, we have implemented strict sanitization protocols in our office space. High-touch surfaces are regularly cleaned and sanitized to minimize the risk of transmission.
Safety Measures: We have implemented safety measures such as temperature checks, mandatory mask-wearing, and hand sanitization stations in our physical office space to protect both customers and staff members.
Flexible Options: We understand that circumstances may vary for each client, so we offer flexible options for conducting business. Whether it's through virtual consultations, phone calls, or in-person meetings with safety precautions in place, we accommodate our customers' preferences while prioritizing their safety.
4.81/5.00
based on 6,774 reviews
He has explained properly my financial planning , investment and guided how to invest in schemes with guaranteed return.
17 Nov 2024
I had consulted Mr. Sugumar for tax and investment consultancy. He was very patient in listening to our requirements and explain the possible options to go about. He is very knowledgeable and has lots of practical experience in the field of investment
11 Nov 2024
I am an NRI living in US. Recently had a tax situation in India and my friend referred Mr. Sugumar. Mr. Sugumar is knowledgeable, prompt and very professional. He answered all my questions and gave me good advice on future tax planning. I highly recommend Mr. Sugumar and CSS FINANCIAL SOLUTIONS.
10 Nov 2024
