Jyoti Kaushik
Bangalore, KA (IND)
Role(s):
Founder/Owner/Principal
accumulus solution
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Startup
Location:
Bangalore
Industry:
Finance
Year Founded:
2010
Number Employees:
1-10 people
Business Stage:
Creation/Idea
Entity Type:
Not Incorporated
Description:
Objective: to provide personal financial planning service which involves cash flow management, education planning, retirement planning, investment planning, risk
management, tax planning and mortgage advice.
in the process of following financial planning we interview, analyze, formulate plans,
recommendations, implementation, monitor and review the same time to time.
the process needs us to be charging our client a fee according to their financial status and work involved in the financial planning process.
Hence the fee would be variable and customized for our clients.
accůmůlůs solůtions predominately looks to be in the fee charging mode so that we could provide unbiased (URL removed) we earn any incentive from our associates,we stand liable to inform about the same to our clients and do reduce on the charges to our clients.