Thursday, July 18, 2024

Anand Gupta: Transforming Financial Planning as the Visionary Founder of Anand Financial Services

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New Delhi (India), June 13: Anand Gupta, the dynamic founder, and director of Anand Financial Services (AFS), has been a driving force in the finance industry for over a decade. With a decade-long experience and certifications as a Certified Financial Planner (CFP) and a Certified Diploma in Investment Planning (CDIP), Anand has established AFS as a trusted name in financial planning and advisory services.

Anand Financial Services was founded in 2008 in Kolkata with a clear mission: to provide comprehensive financial planning for individuals and corporations. Anand’s vision was to create a service that not only analyzes the present and future financial needs of clients but also strategically plans investments based on the current inflation scenario. The company’s ethos is encapsulated in its motto, “Client is our First Prime Priority,” ensuring that every financial plan is tailored to the client’s financial level and goals.

Today, AFS manages over 1000 portfolios, including those of large corporations, high-net-worth individuals, and individual clients. The company has also extended its services to outstation clients, highlighting its expansive reach and reputation. With a well-trained staff of 15+ members, each specializing in different departments such as marketing, field operations, and client queries, AFS is equipped to handle diverse financial needs efficiently.

The range of services offered by AFS is comprehensive, covering mutual funds, mediclaim, term plans, share investments and insurance (both life and general). Each service is designed to provide maximum benefit to the client:

  • Mutual Funds: AFS promises to create an extra return of 3 to 4 percent on portfolios.
  • Mediclaim: Known for the fastest claim settlement and long-term service.
  • Portfolio Management Services (PMS): Offers guidance in choosing the best PMS and regular performance tracking.
  • Term Plan: Ensures easy settlement in case of unforeseen events.
  • Share Investment: Identifies the best stocks for long-term growth.
  • General Insurance: Provides guidance in selecting the right policy and ensures quick after-sales service.
  • Fixed Deposits (FD)/Non-Convertible Debentures (NCD)/Bonds: Helps clients choose the best interest rate instruments with higher safety.

Anand Gupta’s leadership and expertise have positioned AFS as a partner in success for many clients. The company’s mission is to be a “Partner in Success” for everyone, reflecting its commitment to helping clients achieves their financial goals.

Looking to the future, Anand envisions AFS becoming a household name in financial planning. With a strong foundation of knowledge and a client-centric approach, AFS is poised to lead the way in financial advisory services, ensuring that everyone has access to expert financial planning.

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