Pelican Wealth Managers Private Limited, Chennai
Website
Clicking the above link will take you to a website that is not operated by Hotfrog. Hotfrog is not responsible for the content or availability of linked sites.
Pelican Wealth Managers Private Limited, Chennai
Category: Unknown
- Phone
- 044 2498 6070
- Email business
- Website
- www.pelicanindia.com
- Address
- Jaishree, 346, Ambujammal St, (off TTK Road), Chennai Tamil Nadu, 600018
FINANCIAL SERVICES
Insurance
Mutual Funds
0 Customer reviews
Write a reviewIncorporated in 1995,Pelican Wealth Managers Pvt Ltd ( Pelican) is an based private Wealth Management Advisory and financial Services Fulfillment facilitation organization. It addresses wealth Management using a lifecycle approach and provides services across the roadmap. Pelican also empowers investors with knowledge on market realities, asset classes and financial products. Pelican's leadership team has more than 100 years of cumulative experience. Its service foundation is built on personalized services and long term relationships with clients. We believe that Financial Planning is not an act or event but a conscious process of mapping the investment blueprint, which encompasses the following.Financial Planning - Wealth Creation - Wealth Management - Wealth PreservationIn this entire process we need to remember that no one investment option is best to one and all. It differs from one client to another client. Depending on their needs and risk profile, a suitable mix of products need to be arrived at.As an Independant Financial Advisory and fulfilment firm, we are well placed to offer Un Biased Advisory that would go to further the cause of the individual, for whom such investments are suggested.
- Description
Business profile
Incorporated in 1995,Pelican Wealth Managers Pvt Ltd ( Pelican) is an based private Wealth Management Advisory and financial Services Fulfillment facilitation organization. It addresses wealth Management using a lifecycle approach and provides services across the roadmap. Pelican also empowers investors with knowledge on market realities, asset classes and financial products. Pelican's leadership team has more than 100 years of cumulative experience. Its service foundation is built on personalized services and long term relationships with clients. We believe that Financial Planning is not an act or event but a conscious process of mapping the investment blueprint, which encompasses the following.Financial Planning - Wealth Creation - Wealth Management - Wealth PreservationIn this entire process we need to remember that no one investment option is best to one and all. It differs from one client to another client. Depending on their needs and risk profile, a suitable mix of products need to be arrived at.As an Independant Financial Advisory and fulfilment firm, we are well placed to offer Un Biased Advisory that would go to further the cause of the individual, for whom such investments are suggested.
Pelican Wealth Managers Private Limited, Chennai's Keywords
FINANCIAL SERVICES | Insurance | Mutual Funds | financial planning | Investment | Wealth Managers | ISO 9000 | Financial Advisory | Wealth Creation | Long Term Relationships | Financial Products | Portfolio | planning | Advisory | Knowledge | Wealth | financial insurance | Asset Allocation | MANAGER | relationship | asset | Private Wealth Management | Iso9000 | Management Advisory | CORPORATES | funds | Bonds | Portfolio Planning
Is Pelican Wealth Managers Private Limited, Chennai in India your business?
Claim your listing and attract more leads by adding more content, photos and other business details.