“What is good for the client is also good for the firm” T Rowe Price Jr. This is the philosophy on which Nico Wealth’s Financial Advisory Services is founded.
We intend to bring in professional attitude and ethics in a field marred by short sighted unprofessional advice and mis-selling by agents, brokers and bankers who are often found short on knowledge and high on commission driven sales rather than client requirement oriented knowledgeable planned sales. This is the USP of our venture. This is what it separates us from the herd. Our approach is simply that we advise only those actions which we implement for our own portfolio. Our recommendations are purely for what will be best for our investors.
If you win, we win too.
We firmly believe that “every client is unique & every plan has to be unique”. We strive to be the client’s most trusted adviser with their transparent dealings, focused on client’s primary interests.
Nico Wealth (Personal Advisory) is one stop solution for all your investments, insurance and wealth matters. We are professional to the core and are interested in long-term client relationship building, which clearly sets us apart from the herd.
|Portfolio Health Check Up||Mutual Funds Investment Planning|
|Financial Goal Planning||Corporate FDs / Bonds / NCDs|
|Equity Consulting||Tax / Retirement Planning|
We hope you give us a chance to serve you!
Helpline: +91 9831044668