To always remain relevant in the lives of our clients. Through our digital innovations, democratize the access to financial advice and services and help clients boost their financial resilience. To support the clients in the pursuit of their aspirations, work with them to understand the “why” of their lives.
Nothing’s more stressful than EMIs of all kinds which hit our bank accounts every month and leave a dent behind.
Tax planning is a process of analyzing and evaluating an individual’s financial profile.
Financial wellness refers to the “overall financial health of an individual”
Protecting the principal is key to any investment. Safety of your capital is always the priority while recommending an asset class.
After safety comes liquidity which forms integral part of our recommendation as need of liquidity could be need at any point of time.
Returns are what one focuses upon whereas we at Promore take utmost care in recommending an asset class keeping in mind first the safety and liquidity before Returns.
I am absolutely delighted with how Promore has redesigned my portfolio. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach.
I have been a client of Promore since 2019 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to Promore and they also are very happy with the service.
My husband and I came to Promore to discuss our personal fund and future financial planning. We are impressed with the personalised service and tailored solution provided, specific to our situation and future needs. We felt very comfortable to put our finances in your care and for you to guide us in the right direction. We found you to be the most professional of those we interviewed. I look forward to a continued relationship with you.
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Promore’s team has this and more. Their dedication to clients, business excellence and education sets them apart and I would highly recommend Promore to anyone wanting to achieve better financial outcomes.
This outstanding company has demonstrated a thorough and rigorous approach to its customer service policy and practice. Punching above its weight, this great team delivers an excellent level of service, every time. They truly listen to the needs of their clients, always keeping them informed and adjusting their own practices and offerings to suit the clients’ needs. Supreme attention is paid to all systems and processes, striving for accuracy and efficiency.
The head of Promore and their staff were fantastic. They took the time to understand my needs and then provided me with several options that ensured all my needs were met. The ongoing communication and quality of service is superb and at a level rarely seen or experienced these days in the finance industry. Further they provid with assistance even after months, regardless of how big or small our request is.
With Promore, Financial Planning never appeared simpler. Their warmth made us feel like family. They spent hours advising and recommending to us the best options after considering our needs. They gave us a comprehensive folder containing user friendly Statement of Advice and Investment Portfolio both in electronic & physical form to answer all our questions. We are completely confident with our final decision. They further provided online policy set up, making it very easy to check what is currently happening with our investments.
Few years back I did start my journey with Promore with just a SIP, since then I have availed so many of their services like insurance, tax planning, estate planning etc. Trust me they have mastered each of their services. I am never looking back and so glad to find the perfect people to handle my overall finance and much more.
