Health Insurance cover is a basic requirement of Financial Planning. One should take health cover for all the family members because accidents, disease, illness can occurs with anyone.
OUR MISSION is empowering our clients to reach their definition of success. To grow with our clients by helping them in their journey of wealth creation. We truly believe that wealth can be created by investing in businesses.
In India, people work hard, earns a lot and saves a lot but ends up living poor. This happens due to lack of awareness on investment products which create wealth in long term.
OUR VISION is to spread Financial Literacy among young generation by conducting workshops in offices, factories, colleges etc.
Investing regularly in good businesses with the help of professionals, creates good amount of wealth. Although when we stop earning, we are able to live a good quality life, beat inflation and also help the needy people of society.
OUR PHILOSOPHY that one size rarely fits all. Every client has specific goals, requirements and aspirations. At NM FINANCIAL SERVICES, we are dedicated to listen our clients in order to truly understand their unique circumstances and their definition of success.
OUR APPROACH is that all successful outcomes start with a plan.
Managing wealth can be a complex process including many variables that influence the ability to preserve and grow assets.
Emotional relationships with money, family dynamics and social influences contribute to financial decisions. Unique goals, cash flow needs and comfort with risk shape the investment process. Taxes, legal questions and the investment environment create additional restrictions.
The NM FINANCIAL team works with each client to understand what they have, what they need and what they want to achieve. We establish an investment plan designed to accomplish their goals.