Procyon Financial Planners Pvt Ltd
The Process of Optimization

Investment Advisors, Certified Financial Planners and Wealth Managers in BangaloreOther Tangibles Available To Our Clients*

 

Experience our superior array of services attached to our products offering:

  • Regular recommendations on entire range of product offerings
  • Operational support to handle life cycle events related to your investments
  • Tax planning for your savings & investments
  • Periodic reviews according to service level agreements
  • Scheduled One-on-Ones with our Certified Financial Planners
  • Group Education Sessions on personal finance (on request)
  • Monthly portfolio updates on your holdings & transactions
  • Recommendations on timely re-balancing/entry and exit strategies based on individual risk profile, research, market dynamics and other events that affect your investments

Contact Us

To contact you send your request here.with details and we will get back to you.

* dependent on the level of engagement agreed between us and the client.

 
Do You Have A Retirement Plan?
 
Who Should Be Your Financial Planner?
 

Are you A Victim of Life Insurance Mis-Buying or Mis-Selling?

Are you loaded with many life insurance policies and you don't even remember why you have them?  Are you stuffed with policies/plans that were sold to you on promises that never happened? Want us to have a critical look at your life insurance portfolio or give you a second opinion?

FOR AN UNBIASED AND OBJECTIVE REVIEW

Contact Us