• User Name Sameer S Rana
  • Mobile No+91 98201 25695
  • User NameYogita Rana
  • Mobile No+91 98209 25695
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Welcome To Compass Financial Partners

Compass Financial Partners provides an integrated and open architecture approach to investing and financial planning. Our aim at Compass Financial Partners is to create Bespoke Portfolio for each client that define their life goals and risk appetite. We accomplish this by understanding the client's risk taking ability and return expectations. Our endeavor is to always keep our client’s portfolio and risk at their comfortable sleeping point. Our philosophy of open architecture ensures transparent and unbiased advice to the clients. Our relationships are based upon trust, openness, and confidentiality, and we delight in being accessible and helpful. Our goal is to be a trusted family advisor to our clients.

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