• User Name Sameer S Rana
  • Mobile No+91 98201 25695
  • User NameYogita Rana
  • Mobile No+91 98209 25695
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    The Compass Financial Partners Advantage
    • Knowledgeable - Established expertise in Capital Markets & Investment Management for over 20 years.
    • 100 % Advisory Centric - Access to ‘ Best In Class” Service providers with an Open Architecture
    • Risk Management – Focus on Detailed Due Diligence in Product Selection
    • Key Objective is capital preservation, not chasing returns
    • Focus on advisory led investment solutions rather than product specific solutions

Our Services

  • Risk Management
    • Taking stock of all risks to the client and family – death, disability, accident, security, divorce and so on. Finding best ways to mitigate risks.
    • Post a/c opening zero paperwork and issuance of cheques.
    • Ease of execution even when you are travelling or busy in meetings.
    • Faster decision making and execution.
    • Complete transparency.
  • 360° Wealth Advisory Services
    • A Written Comprehensive Financial Strategy – updated annually
    • Quarterly Reviews with respect to your goals
    • Quarterly Goals Report
    • Opportunistic Calls based on state of the economy and markets
    • Implementation of all Investments - Cash, Debt, Equity, Real Estate and Gold
  • Estate Planning and Trusts
    • Preparation of Will, Gift Deed, Legacy Structures
    • Preparation of Power of Attorney (if required)
    • Leave & License Agreement
    • Creation of Trusts (if required)
  • Legal, Taxation and Investment Banking
    • We have assembled a team of experts in the areas of Law, Taxation, International Taxation, and Investment Banking specifically for our clients.
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