Procyon Financial Planners Pvt Ltd (Procyon Financial) is a pioneer Financial Planning, Investment Advisory and Wealth Management solutions provider in Bangalore and promoted by CERTIFIED FINANCIAL PLANNERCM.
At Procyon Financial, we offer Financial Planning, Investment Advisory and Wealth Management solutions to Resident and Non Resident Indians. In a short span of 6 years, we are providing our services to 308 families comprising 378+ individuals in Bangalore and other cities in India and outside India.
The financial plan we create is the beginning of a long term relationship that is based on trust and transparency. The plan would offer you true and realistic solutions and is never a preface to sell you a product. Our proprietary 3-stage Financial Planning Process, an outcome of our pioneering work and years of experience in the practice, is designed to know your particular situation and need, based on several parameters such as your existing assets and liabilities, cash flows, your ability and willingness to take risks, your past behavior and emotions in relation to money and finance, your implicit and explicit needs and goals across the time horizon. Ultimate aim of any financial planning process is to give you clarity about your finances and peace of mind. If that is what you are looking for then you are at the right place. Our proprietary 3-stage Financial Planning Process lays strong foundation for a durable financial future, transforms your dreams and goals in to reality and gives you the road map for long term wealth creation and financial freedom.
Why Financial Planning?
What’s the best investment you can make? Is it Share & Stock or Mutual Fund or Property or Gold or Fixed Deposit or even Insurance? At Procyon Financial, we think, the best investment you can make is your financial plan itself. CERTIFIED FINANCIAL PLANNERCM is the peak professional qualification and gold standard in personal financial planning and we believe it is important to understand you and your needs well before we make any recommendations. It is important to establish a relationship with your financial planner that is based on trust and confidence. This will help you stick to your plans in the future, or, should the circumstances change, ensure you have someone you can trust to assist you and help map out your future direction. Our vision is to create that trust through financial planning process. We are committed to provide comprehensive training to all our planners, to ensure that you receive well-considered and professional advice. We are also committed to provide you the solutions to cover your diverse needs – from investment and risk management, retirement planning and tax planning to comprehensive financial planning. Our CERTIFIED FINANCIAL PLANNERCM analyses your current financial situation, future financial needs and aspirations, before giving any advice. We focus on providing advice first and only then seeking out the appropriate products to ensure your financial pathway to success.
Upgrade Your Investment Plan to Wealth Management Process
You may need caring people to conserve and enhance your wealth, create tax efficient cash flows for your current needs and a plan to transfer the wealth to your legatees. You will find our path-breaking 5-stage Private Wealth Management Process the right solution. Your singular need for quality Wealth Management is met through our fine-tuned and customised process where your needs score over all other issues. The transparency and details that we provide would make your decision making an easy and rewarding task.
Advise First Products Next
Trust our experience to advise you first before offering any products and solutions. This step is very important to ensure that you do not commit a blunder of getting tied to a product that you do not even understand how it works. Whether you are a young earner or retiree or someone who wants to establish an investment portfolio or are concerned by the fact that you don’t have time to assess new investment opportunities, we have the expertise to help you. Whatever is your life stage, our CFPs would be able to add value to your decision making process.