eyesightfintrade@gmail.com     +91 7506261117
Our Product & Services

EQUITY

COMMODITY

CURRENCY

MUTUAL FUND

FD BONDS NCD

PORTFOLIO MANAGEMENT

REAL ESTATE & LOAN

TRAINING & EDUCATION

MOTOR INSURANCE

HEALTH INSURANCE

LIFE INSURANCE

FINANCIAL PLANNING

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Our Process

Our Repeatable & Thorough Process Helps Our Clients To Achieve Their Goals & Objectives. Our 8 Steps Wealth Management Process Helps To Provide Most Effective Planning For Client To Identify The Issues and Resolve Them Successfully.

MEETINGS

Preview & Review

DISCUSSION

Lifetime Wealth Goal

ANALYSIS

Current Situation

IDENTIFY

Tax Efficiency


DEVELOP

Financial Plans

DECLINING

Gap Between Current Situation & Lifetime Wealth Goal

REVIEW

Monitor & Implement

CONCLUSION

Revising 8 Steps

Our Strategic Partners

Demat And Trading Services

Mutual Fund Services

Health Insurance Services

Life Insurance Services

Eyesight fintrade is one of the leading company engaged in financial products distribution ,wealth creation ,financial Literacy & learning financing, Real and Property advisory.

Get In Touch

X4/9 & 10, 1ST Floor, Yashasavi Premises, Near Kaveri Chowk, Milap Nagar, MIDC Dombivli East - 421203.

eyesightfintrade@gmail.com

+91 7506261117

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