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The City-based financial planning firm, "3rd Eye Financial Planners" on Wednesday launched its operations in financial solutions.
The former deputy general manager of State Bank of Hyderabad (SBH) and president of Hyderabad State Veteran Cricket Association, Captain Manohar Sharma has formally launched the operations and its website www.3rdeyefinancialplanners.com at a simple function here.
Speaking on the occasion, Captain Manohar Sharma said that wise investments and perfect financial management would ensure the customers maximum benefit. Stating that all the persons might not have a thorough knowledge in financial management, he opined that the Financial Planner Solutions will cater to their needs. Financial Planning was the process of identifying clients of current financial planning problems, evaluating the road map to solve such problems and track and monitor regularly to ensure the success of goal.
The Financial Planners should offer accurate and practical suggestions and advices to the customers that would only bring credibility to the firm as well as financial benefit to the customers, he added.
The Chief Financial Planner of the Company, Mr Kareem Lakhani, said that the 3rd Eye Financial Planners has come up with new and innovative services replicating the service ideology of developed countries of providing professional financial planning services by charging fees from the customers. The model (company) was designed to render unbiased and professional advisory services to the clients to safeguard them from product sellers who advise with an intension to sell for commission rather than as per the requirement of the clients, he added. He opined that the 3rd Eye Financial Planners was managed by experienced and certified financial planners. He also informed that the unique aspect of the website of the company was the tool "Plano meter", which was a tool to identify the need for financial planning. By using the tool, one can understand the urgency for the user to get their financial planning done, he added.
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