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COMPANY OVERVIEW

Milestone Financial Advisory Pvt Ltd was established in 2007 with vision to create a Milestone in Financial Advisory Business. Milestone was Started by four friends who started their carriers as Relation ship Executives at financial Advisory firm and later Started their financial Advisory Business under the name of Milestone Financial Advisory Pvt Ltd.

Milestone Financial Advisory Pvt Ltd is professionally managed company yet we are very Friendly with our clients. Our Friendly approach towards our client help us understand our clients and their needs better We Focus on Financial Planning through Mutual Funds. We help our clients reach their Financial Goals Through Goal Planning. We believe that investing without any defined goal is like boarding a train without a defined destination.

We cater to diversified range of customers with different income groups and because each of our clients has different risk tolerances and expectations, we customize each portfolio to match individual needs and circumstances.

We have achieved many Milestones During our journey of Financial Advisory which could have not been possible without the support and blessings of our clients. They supported us and Trusted us Throughout . We once again thank our clients for putting trust on us and giving us the opportunity to serve them. Our Core Expertise is Mutual Funds

We also provide services in :

  • Equity
  • Mutual Funds
  • Bonds
  • PMS
  • IPOs
  • PMS
  • Online Term plans .

OUR MISSION

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

OUR VISION

Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way, to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives, and, most importantly, provide them with financial freedom