About Us

Each of us look for a relationship when we manage our money – We are sure you are looking for someone with whom you could discuss your ambitions for tomorrow, the next year and every year ;someone who would understand your aspirations and help make them a reality. We aim to be that someone. In its 10th year of operations Adiraaj, is a financial planning-cum-investment advisory organisation, in the business of helping clients achieve their financial goals.You will be dealing with us for anything to do with finance.

Relationship managers of corporates etc. change jobs and you are passed on like a hot potato. Now, that would be all history.

We take a unique approach to develop a financial plan designed just for you. We will take time to get to know you and talk with you about your current needs and your goals for the future. The plan we create takes into consideration your income, expenses, investments and debt and shows you how to manage your money to help meet your short-term needs and long-term goals, all while protecting what you have and those you care for.

Our planning process has no hidden agendas - we will not push you to buy products. Comprehensive Financial Planning is fee-only and independent. Our plans are customized in every respect and can address almost any financial goal or situation. Since we are not attached to any company or bank, we do not have any targets to meet or please Senior Management. This itself is a big plus (If you have dealt with bank wealth managers, relationship managers etc., you will already know this!) The pillars of our business are ethics & competence. We believe that the client’s interest comes foremost, and we stand with him in all matters related to personal finance. Therefore his trust is sacrosanct to us and we ensure that our advice is always unbiased, impartial and objective. We also believe there is no substitute for knowledge and each of us is thus committed to a path of learning and constant upgradation of our skills; so as to deliver the best in terms of products and services to our clients.

Mission

To provide professional services in financial planning, with the wellbeing, comfort and security of each client at the forefront of our advice.

Vision

"To be the Most Preferred Financial Planning & Wealth Management firm"