Sykes & Ray Financial Planners is a fee-based advisory firm and recommends you financial products and services based on your Financial Plan. Unlike other financial advisors, Sykes & Ray does not believe in product sales and offers knowledge-driven and need-based consultancy services and recommends products which will help you achieve your financial objectives.
The following products are offered by us based on your Financial Plan recommendations;
Mutual Funds: Schemes from all the Mutual Fund companies
Life Insurance: Policies from all the Life Insurance companies
General Insurance: Policies from all the General Insurance companies
Stock Broking: Online broking platform on both BSE & NSE Stock Exchanges
Portfolio Management Services: From Sykes & Ray Equities India
Tax Return Filing: In consultation with expert Chartered Accountants
Preparation of Will/Creation of Trust: In consultation with expert lawyers
Fixed Deposits & Debt Products: Through tie-up with banks and NBFCs
