Finance made better by our team of experts
What our Clients have said
Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools.
Mr. K.P. SINGH
Mother Dairy
I cannot recommend talking to Broker highly enough about planning for your life goals. The process involves a thorough examination of your finances which allows them discuss the art of the possible for the future.
Mr. Ashish Kumar
Gupta VIVA Advisory private ltd.)
Broker’s service is excellent, I am very satisfied that I received the best advice. They takes the stress out of financial planning and assurance shopping by providing independent, honest, competitive quotes in a clear manner.
Mr. RISHI PRATAP SHAHI
Advocate
Broker is professional, friendly, efficient, pay attention to detail and is always there to assist me. I have full confidence in Broker and have recommended them on numerous occasions to clients and business partners.
Mr. P.K. SAINI
FCA, LLB
I have used the services of Broker Financial Planning on a number of occasions and found them to be trustworthy and knowledgeable in all financial matters including investments, savings and insurance.
Mr. Arjun Pundir
Digital Marketing Associate
Broker did a risk assessment of potential future needs and how we could plan for those eventualities. They bring a wealth of knowledge as well as a personal touch so often missing from the larger institutions.
Mr. Himanshu Chhabra
Software Developer
We are delighted with where our finances are to date and would recommend Broker to anyone seeking financial planning. They are a pleasure to deal with, and will provide you with a solution.