Namaste!
If there is one thing the Pandemic, the ensuing economic crises and the two wars - all happening in one decade - have highlighted yet again, it is that the only constant in this world is change. And sometimes, change can be both unforeseen and unfortunate, leaving us or our loved ones In a diffIcult situation.
While you have surely taken several steps to secure your family’s future, changes in your lifestyle or life situation or unforeseen economic factors can impact your income generation and future financial security.
Are you certain your financial plans are still aligned to meet your future needs? Perhaps it is a good time to review your financial readiness to meet any unforeseen circumstances and identify any gaps in your financial planning.
And this is where we come in. We are Financial Sketchers - a boutique Wealth Management, Investment Advisory & Insurance Strategy firm of Indian origin with presence in 6 countries across 3 continents. We offer Indian families & Businesses across the globe. 100% customised, high-yield Investment strategies aimed at Wealth Creation, Income Generation and Legacy Transfer with minimal tax-impact,
Global Presence To Be Close To You
9 Cities. 3 Continents. Serving Clients across 15 Countries.
Financial Sketchers was founded in 2017 by aconsortium of 7 highly experienced BFSI professionals. Despite COVID disruptions, we are proud to have grown today to a team of 30+ licensed Investment Advisors, Researchers, Cross-border Tax Consultants, Customer Relationship Managers & Business Operations Managers-each with 5-to-25 years of financial-domain experience spanning Equities, Banking, Mutual Funds, Insurance & Capital Assets.
We specialise in mapping your financial goals over your life stages, reviewing alignment of your existing investments these life-goals, weeding out any under-performing assets and recommend 100% customised investment strategy best suited specifically for your goals & capacity.
What Makes Us Unique:
1. Door-step service - anywhere in the world : We are head-quartered in Delhi NCR and function out of 4 cities in India, in addition to overseas presence in UAE, Kenya, UK, Singapore and Hong Kong. We prefer to meet all our clients in-person - anywhere in the world. This approach has helped us build long-term relationships with over 1200 indian families across 15 countries who have trusted us with protecting their financial goals worth Rs. 1600 crores.
2. Product Agnostic : Weare an independent financialadvisory firm carrying over 300 investment products in our portfolio - offered by a spectrum of Financial Institutions from India & overseas. This implies we are not obligated to recommend any specific products from particular Company. Also, this allows us to blend multiple investment products to craft a unique investment strategy that is aligned to your specific goals, investment capacity & personal preferences.
Strategies For A Secure Financial Future
Strategies For A Secure Financial Future We recognise that every individual’s needs and circumstances are unique, and therefore no one strategy can ever meet all requirements.. Which is why each of our clients gets the personal attention of our senior investment advisors to craft customised investment strategy best suIted for their personal financial goals & capacity to invest.
Wealth
Builder
Strategies
Accumulating wealth involves more than managing a budget, or timing the market. We specialise in blending multiple asset classes to give you a highly tax-efficient, low-risk investment strategy to ensure your wealth grows in sync with your goals.
Passive
Income
Strategies
Increasingly we find that relying on our professional or business income alone might simply not be enough, or risk-proof. Our team can craft recession-proof investment strategies to deliver a passive income - be it for a short term or even several decades - while keeping your capital immune from any market volatility.
Retire Rich
Strategies
Retiring from work should not imply compromising on your lifestyle after retirement? We can plan investment strategies that deliver a regular income, thus enabling you and your family live the long retirement years in the way you desire, without ever running out of funds.
Blended
Investment
Strategies
Constantly changing market dynamics & uncertain political scenarios imply that you can't keep all eggs in one basket. We specialise in blending multiple market-linked products with guaranteed-return products - to create a unique high-yield yet tax-efficient portfolio that is best aligned to your personal financial goals & risk-appetite.
Shield &
Protect
Strategies
Often unforeseen events - war, recession, pandemic, lay-offs - can create havoc with all that we strived to build over a lifetime. A well-structured insurance plannning is a must to help protect not only your loved ones, but also your family business & assets from the financial consequences of any unexpected or unfortunate event
Legacy
Multiplier
Strategies
Every single day of life, you strive to provide the best of everything for your loved ones. We can strategise for you on how to multiply your legacy - even in late years of life - to create wealth that takes care of your family for upto 3 generations!
Employee
Retention
&
Welfare Plans
For progressive business owners, physical health of their employees is as important as the financial wellbeing of their families. Employee-focussed strategies not only help businesses retain key employees, they are effective ways for retaining substantial profits within business year after year.
Wealth
Transfer
From
Business to Family
For SMEs & family businesses we can recommend investment strategies that can not only help them in reducing taxes on business side in the short-to-mid term but also facilitate an effortless tax-efficient transfer wealth from business to family in the mid-to-long term.
Estste
Planning &
Inheritance Tax Mgt,
It takes a lkifetime to build assets that we can pass-on to our next generation. But Inheritance Taxes, can take away a large chunk of our estate from our next of kin. We can recommend low-cost investments that can not only mitigate these taxes, but often also add to your legacy assets.
Our Diversity Is The Foundation of Our Expertise
Each member of our close-knit team of Expert
Investment Advisors has
between 10-to-25 years of hands-on experience
across
investment classes
- Equities, Bonds, Banking, Mutual Funds,
Insurance,
Capital Assets. This diversity gives us the
capability
to examine every asset class in-depth, while
creating uniquely blended
investment strategies for each of our clients.
In addition, our Expert
Advisory Panel - consisting
of vetran Chartered Accountants,
retired CFOs and BFSI industry leaders -
regularly
puts to scrutiny our proposed
stratgegies and subjects our clients portfolio
deliveries to periodic reviews - thus binding us
to
a self-imposed internal
regulatory system that keeps us on our toes &
ahead
of the competition.
Shalini Chandel
Co-Founder
Nitin Mathur
Co-Founder
Naveen Raj Shovpern
Sr. Vice President
Bhawani Sharma
Sr. Vice
President
Anil Kumar Singh
Managing Partner
Paritosh
Bisht
Asst. Vice
President
CA Hemal
Desai
Sr. Advisor :
Cross-border
Taxation & Investment
Mgt.
Sarin Jose
Sr. Risk Evaluation
Underwriter
Brands We Represent
Our portfolio carries over 300 Regulated Products from leading Indian BFSI Companies
Our Strategic Alliances
Collaborating to Expand Our Services
Our Strategic Alliances With AUM exceeding $44 billion, the IIFL technology platform gives our global Indian clients direct access to investments in Indian Equity, in addition to top-of-the-line research-based market advisory, PMS & AIF services
Formerly known as Edelweiss Broking Ltd, Nuvama is a leading Stock broker and distributor with its proprietary digital platform offering online broking services, depository services, distribution of financial products and margin trading facility.
India’s leading independent real estate services company with a global presence, and providing sResidential & Commercial Property Sale, Purchase and Management Services in India & overseas.
Grow Your Vision With Us
Inviting Entraprenuers & Professionals To Partner Us.
Our mantra for growth is“Collaboration is better than Competition” . This drives us to offer our resources as Knowledge & Sales partners to each of our 300+ Associate Partners across the globe. We are aiming to grow our Associate Partner Network to 500+ strong in 2024-25, and we invite you to connect with us to explore how Financial Sketchers can actively contribute in growing your business revenues - immediately & consistently. Irrespective of your existing business vertical, or profession, we will be eager to partner you.