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The Financial Mall
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Our Service Standard

Service in words, service in action
Service is the key to unlocking customer satisfaction, which again is the key for sustainability of any business. At The Financial Mall we understand this very well. The Financial Mall has set strict processes in place to deliver quality services to customers. At The Financial Mall strict quality service standards are set and a well-defined process is established and followed religiously by our quality customer service teams. Performance is evaluated on a frequent basis and glitches are ironed out.

But quality service also involves quality people in addition to processes. The Financial Mall gives significant focus to the proper training and development of the people involved in the service delivery chain.

Further we,
  • Have well-defined "Privacy Policy" to keep clients’ information confidential & internal audits done on the same at regular intervals
  • Receive various statistics which are analyzed on an ongoing basis to improve the service standards

We are committed to improve and enhance our services and undertake new service initiatives. Such and other services differentiate us with other service providers in the industry.

Our Service Commitments …
The service commitments are to guide the actions of the people at The Financial Mall. Clearly stated, customers can freely communicate any such actions/events wherein they feel that any of the following commitments have been breached / compromised. At The Financial Mall we desire to honor our commitments at all points of time and to all our customers without any bias.

  • To provide customer-focused need-based valued services
  • To provide reliable, accurate and timely information
  • To maintain all records in privacy
  • To optimize services/benefits at least justifiable cost
  • To develop and grow the customers’ business
  • To provide constructive after sales service
  • To honor our service commitments
How we work?
Great teams are driven by a shared passion, we have one too…To work for the Best Client.
Individuals: Introduction
There has been an explosion in the choice of financial services for individuals and families in India in the last decade. The Indian financial services market has come a long way with an exponential increase in the depth and breadth of products available to the individual to choose from. As an example we have moved from one mutual fund house offering one scheme to more than 30 fund houses with an ever-growing number of schemes. This is seen across asset classes with the number of companies and options available increasing rapidly.

Simultaneously the levels of income have also increased significantly. These lead to two things.
  • One is better lifestyle and ability to dream higher, sooner.
  • Second is the willingness and flexibility of trying various options such as switching jobs, taking time off, retiring early or even starting up. This of course comes at the cost of longer work hours, more stress at workplace and loss of stability.

The choices facing our typical Indian family today are far more diverse in nature than that facing our earlier generation. The freedom offered by these choices gives you a far better control over your financial life than earlier. It is up to you to decide if you would want to use it effectively.

Individuals: Our Services
We understand that your need for financial advice may evolve over time. At any given point you are likely to be bothered about one or two major issues. This can be getting the investments planned and executed well or a worry that you might be underinsured or an analysis on how and when you would like to buy your house. We have designed our solutions with this in mind.

Put together these solutions cover your need for financial advice in all decisions of your life. At the same time, the segregation provides you the flexibility to choose what your top priority is.

Individuals: Principles of Engagement<
The common theme across our engagement with you can be summarized in our two guiding principles below though the specific mode of our engagement with you may vary from one solution to another.

Long term commitment
We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which service/s you choose, we will be committed to provide you quality service over the long term. This holds also for solutions like real estate advisory which are characterized by one major transaction.

You are the starting point
Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We do not customize a ready made solution for you – we evolve a unique solution with you.
Corporate: Introduction
The Financial Mall offer financial planning and investment management services to the employees of our corporate clients. In our constant endeavor of simplifying financial life of our clients we partner directly with their employers. We get into an agreement with the employer for providing financial advisory services to the employees. This ensures that the employees can focus on the core business activities while we take care of their financial worries – be it investing regularly in high return avenues, saving for retirement, children’s higher education or buying a house.

Corporate: Our Services
We can assist the employees with the following:
  • Financial planning: Helping define long term milestones, investments & risk mitigation strategy
  • Investment advice: Planning for investments with specific objectives in mind or for building wealth
  • Retirement planning: Estimating retirement corpus required and drawing up an investment plan
  • Tax planning: Minimizing tax liability by optimizing tax exemptions and tax-break related investments
  • Insurance advice: Estimating insurance requirements, evaluating current cover, taking new cover in life as well as non-life (medical, fire, travel, motor)

We can draw up a specific list of services depending on the requirements of the employees. The employees can choose any or all of the above services.
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