Major Felix Moras is a certified Insurance and savings advisor with India’s leading Insurance providing company LIC.
In his words, “My mission is to make my clients understand the actual cost of all his investment decisions in the event of any change in life circumstances.”
His sound advisory on developing a successful financial plan for his clients revolves around six basic principles or in other words his working plan includes six simple steps
Understanding client need & objectives
Gathering information
Analyzing the information
Proposing various solutions and alternatives
Implementing final plan as per client
Our Philosophy
We want to be your trusted advisors for the long term, so we give you the decision tools rather than making decisions for you. We want to educate you because an educated client is a good client.
Our core values
Our team works on few core values which define the standard of services we offer
Customer first always
Shared ownership
Trust & integrity
Complete transparency
Service is what builds relationship
And last but not the least financial health of a person is as important as physical health
Our mission
Our mission is to reduce risk for our clients and create ample investment opportunities so that they can have peace of mind by creating wealth for all our clients.
Why choose me as your financial advisor
Sound industry knowledge
Varied range of products
Flexibility
Regular review of your financial products & needs
On time service