Tejas Consultancy

User TypeAdvisor
Entity NameTejas Consultancy
Member since03/13/2013
SEC Registration #0209
Minimum Investment Required$ 100K
Assets Under Managment$ 100M

Summary

The Tejas Consultancy is dedicated to the highest ethical standards and has been providing comprehensive financial services to clients. We help clients attain their goals of financial security and independence by focusing on building long-term relationships founded on mutual trust and respect,that result in success and growth for the client and The Tejas Consultancy. The Tejas Consultancy is an a...gency Founded in 1980. By Mr. Deepak Sheth & Mrs. Kalpana Sheth The Tejas Consultancy producers are highly motivated individuals who market a wide- range of investment and insurance products specifically for small business owners, professionals, affluent individuals, and families in need of financial planning* assistance. We Provide Estate Planning, Business Planning, Pension Plans, along with Investment & Insurance Planning * Our in-house staff provides expert service and support.

Contact Details

 
LocationMumbai, OTHER
AddressAllaudin bldg,Shop no 1,Manchhubhai Road,Malad East
Postal Code400097
CountryIndia
Phone(022) 2889-1775
Fax(022) 2882-3279
Web Sitehttp://www.tejasconsultancy.in

Fee Structure

Annual fees : INR Rs.36000 payable Monthly.

 

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Other resources

IARDInvestment Adviser Registration Depository
FINRAFinancial Industry Regulatory Authority
AAFMAmerican Academy of Financial Management
CFPCertified Financial Planner Board of Standards
FPAFinancial Planning Association