Our Vision
To be a partner of choice that people trust for all their financial needs.
We believe in the following key principles:
- Efficient People and Processes to offer world-class services.
- Strong client relationships as the basis of growth and potential.
- Reliable client service based on state-of-the-art research and technology.
Values
In our Responsibilities and Delivery, we would like to be looked upon as a company with the following Traits:
- Ethical, Trustworthy, and Respectful
- Client Focused and Goal Oriented
- Performance Driven and Team Oriented
- Integrity, Quality, and Passionate
Our Purpose
To spread Financial Literacy and structure a plan for the client to achieve his financial goals.
ABOUT US
Who we are?
We look upon ourselves as an ecoBLISS company.
Eco is the short form of ecoNOMICAL.
BLISS means perfect happiness and great joy.
Our goal is to achieve happiness and joy for the client for the services offered.
As an ecoBLISS Company, we provide an optimum solution for the services being offered and our motto is to drive our clients towards Financial Freedom.
We offer a unique combination of experience and expertise across various asset classes so that client can enjoy a wide range of solutions for financial goal achievement.
We work along with our clients holistically. This encompasses a sound understanding of the current position of our clients as to where they stand today and where they would like to be in the years to come.
We ensure a solid relationship with each client and provide optimum solutions that work in their best interest in achieving their short-term, long-term financial goals.
While looking into the long-term financial goals of our clients, we begin with first understanding their needs then educating the client about the various asset classes.
We would then hand-hold this relationship by offering the best products in the markets, easy-to-understand product reports, and reviews on regular basis.
It is through this partnership that are we able to help the client secure a journey of financial freedom.
Process Flow:
We follow a very simple and effective process when we onboard clients and discuss their financial goals.
Steps we follow:
- A detailed discussion with clients to ascertain their financial goals.
- Prioritize client financial goals based upon their needs.
- Carry out risk profile to ascertain the client’s risk appetite.
- Decide an asset allocation based on the client’s risk appetite.
- Decide the type of assets for the client’s short-term and long-term goals.
- Set the return expectation.
- Monitor the performance and rebalance the portfolio as and when required.
Why You Should Hire Us?
Professional Services at an affordable cost
Our services are based on the latest research and market development. We shortlist the best products available in the financial market and carefully analyse the product risks and gains.
In addition to risk and performance parameters, the quality and service aspects of the investment along with its past and future performance will be considered.
We tend to offer a diversified portfolio that has the potential to offer better returns to suit client’s financial goals.
Sound Advice Across a Wide Range of Asset Classes
Our experts aim to cover a wide range of asset classes that prove to be beneficial for our clients.
Along with our partners, we offer best-in-class services to ensure our client’s meet their financial goals.
Personalised Financial Solutions and client Reporting
We create a personalised financial solution as one size does not suit all to ensure your personal financial goals are met.
We offer financial reports on a time-to-time basis which are customised as per the client’s requirements. This would be easy and simple to understand which would help the client to keep track of their financial goals.