MAPIO Financial Competitors

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Wealth Planning Associates provide tailored solutions covering all aspects areas of financial planning, from investments and pension advice to mortgages and related protection policies. Our advice is impartial and we focus on offering our clients a superior service.

Navigators Financial Services AMFI-registered Mutual Fund Distributor (ARN-253063) · IRDAI-licensed We help salaried professionals, women, business owners and families invest for their goals, protect their family with the right insurance, and keep tax and compliance in order. Navigators was founded in Jaipur in 2022 by Shalini Raj, after seeing how often people are sold products that don't fit their goals. Today we serve 100+ clients across India and abroad. What we do - Goal-based mutual fund investing (SIPs and lump sums) - Insurance: term, health and accident cover - ITR and GST filing, PAN–Aadhaar linking, EPF and NPS services, NRO and NRE accounts, nomination changes, will writing and business registrations - Investor awareness sessions for companies, colleges and hospitals in Jaipur and NCR: practical, 45 minutes, no selling How we work - We work with 15+ AMCs and all insurance companies in India, so recommendations are not tied to one company - We start with your goals and budget, then match the right options - Our team includes CFP-certified professionals - Regular reviews after you start Want a session for your team, or an introductory goal conversation? Message us or book at navigatorsfs.com/contact-us Mutual fund investments are subject to market risks; read all scheme-related documents carefully.