Are you taken for a ride in your personal finances?
We have always believed the quality of financial advice received by an investor is dependent on the expertise, experience, regulatory compliance, compensation model and the level of disclosures done by the advisor. Without understanding the same and trusting someone blindly can put your personal finances at greater risk then the financial product itself.
Our approach has always been to put client’s interest first by designing a portfolio based on the client’s goals/risk profile and not depending on the compensation received from the companies. We are also the only SEBI Registered Investment Advisors in the Mangalore region which makes us accountable, qualified and transparent in our advisory process.
We request you to have a no obligation meeting with us (phone, in person, skype, whatsapp) at a mutually convenient time to know what difference we can bring to your financial life.
We are reachable at 9845557582/9741157582 (phone/whatsapp) or firstname.lastname@example.org. Do visit us at www.naveenrego.com and read our thoughts in the blog section.
Note: If you are getting free financial advice then rest be assured that your finances are at risk because there is nothing called free lunch.
Naveen Julian Rego-CFP
SEBI Registered Investment Advisor
First Floor, NJ Arcade, Ladyhil, Mangalore-6