AssuredGain provides financial planning, portfolio management and wealth management services for individuals and their families. We offer unbiased fee based financial advice across all financial products and goals. The advice is customized to each client’s goals and risk appetite.
AssuredGain is promoted by Mr. Narendar Kumar who has over 10 years experience in various areas encompassing financial markets, products, advice and training. Narendar is Certified Personal Financial Advisor (CPFA) . He is also NSE Certified Market Professional(NCMP). Narendar also regularly writes guest post for Marketcalls.
I am an Independent Financial Adviser with over 10 years’ experience in Financial Services. I am based in Chennai – my office is based in the City, I live in South Chennai & I serve clients from all over Chennai. I am a Certified Personal Financial Advisor which is a widely accepted “gold standard” for financial advisers in the India. I give advice on all aspects of financial planning,insurance planning focusing mainly on investment planning & retirement planning.
My clients include working professionals that want to delegate their investment management, retired or semi-retired individuals who want to enjoy financial freedom with an income-focused portfolio or who want help with pension drawdown.
Top desires of my clients include wanting to feel more confident, in control of their investments & retirement plans. Also, to delegate the management of their finances to a professional, so they can spend more time focusing on their job and family.
Since I specialize in ethical investing, some client’s primary motivation is to build an investment portfolio in line with their core values. I enjoy listening wholeheartedly to what is important to my clients so I can help design a solution to meet their deeper (financial) needs – be it financial independence, integrity, safety & security or any other.
A successful financial plan helps you live your values. Besides investment advice, I care deeply about liberating people to have clarity & freedom in their relationship with money (and life).
Why are we different?
We would never act as sales agents for any financial institution and recommend unwanted products for getting higher commissions/brokerages.
Our investment advisory philosophy is built on maintaining long term relationships – not only between us and our clients, but also between our clients and the financial markets.
Our approach is based on identifying the key financial issues that concern you most. With several years experience of financial services and tax planning we can provide the most appropriate financial solution to need your specific requirements.
Being your trusted wealth advisor, Assuredgain assist you in understanding and choosing need-based financial products and effectively manage your money to accomplish targeted wealth and financial independence.
It is important to have a goal based financial plan in one’s life and the goal can be a wedding, higher education of children, buying a property, retirement planning etc. Apart from the above one should also plan for protecting one’s family from unforeseen risks resulting in economic or monetary loss or distress etc.
What you get:
- A candid assessment of your financial situation
- Goal setting guidance
- A customized cash-flow money map based on your goals, priorities, and resources
- Banking, cash management, and emergency fund recommendations
- Debt, savings, and/or spending recommendations
- Insurance and risk management advice
- Specific investing instructions that you can easily follow using low-cost, no-load index funds
- Access to financial advice or counseling appointments, as-needed, via Skype or telephone
- Email reminders to schedule annual checkups.
What I don’t do:
- Solve all of your financial concerns in a single meeting
- Predict the future or beat the market
- Mass-produce huge, multi-page, multi-section, bound and tabbed financial plans
- Manage accounts for you
- Provide legal advice
- Judge or berate you for any of your financial decisions.
Whether it’s to ask for more information about our service or just to say hi, we love to hear from people so please get in touch! Contact us for any queries!!
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