Amit Rathi - Your Preferred Wealth Planner
Many people associate financial planning with retirement – but it is much more than that. Financial Planning involves planning and managing the financial impact of whatever challenges life throws at you in exchange of a fair and transparent fee for our expert advice and services.
We provide financial planning services for individual clients, the self-employed and SME’s. We maintain a strong relationship of trust with our clients and dedicate our time towards providing quality service and advice while helping clients to invest by helping them understand the actions that matter the most for your wealth and which actions are best ignored. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service that is always in the best interest of our client.
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