Apt Advisors, incorporated in February 2007, aims to provide Consultancy to individuals on various Investment related issues with a difference.
Promoted by Abhishek Bansal with an experience of over 15 years in Customer Relationship Management & Financial Advising domain, difference lies in unbiased consultancy to individuals with emphasis on solution to a financial query & strategy to achieve the same.
Our domain areas of Excellence includes:
- Customised Tax Free Pension Plans
- Goal Based Investment Solutions
- Fund Management
- Liability/ Indemnity Solutions
- Hand Holding for Business Process Re-Engineering & New Business Setups
- Corporate Solutions/ Liaising Services
And much more…..
PGDBM (Finance & Marketing) from Fore School of Management, New Delhi
AWP - Accredited Wealth Planner
MFP – Master Financial Professional, AAFM, USA
Certificate in Financial Advising, IIBF
Over 15 years of experience in Financial Services Consultancy/ Advisory
Apt Advisors believes in providing impartial advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important personal and business goals.
Honest & Trustworthy partner for all your financial needs. We, at Apt Advisors, intend to provide One Stop solutions for any Financial/ investment related Queries.
Abhishek Bansal has authored a handbook “Investment Options in India – A Guide to Individual Investor” in the year 2010. As the title suggests, the handbook intends to educate the individual investor about various instruments available for investment in India. The handbook facilitates an individual investor in his/ her investment decision making process.