
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+26
Welcon Financials is a new generation enterprise free from legacy mindset, that strives to create win-win situation in both short and long term objectives. Through its newage business model and cutting-edge technology, it enhances the financial wellbeing of the whole ecosystem: for household and business entities directly, and for intermediaries and financial institutions indirectly. We follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients including Mutual Funds, Insurance, Stocks, Fixed Deposits, Retirement Solutions, etc
Financial advisors,wealth management,taxation,insurance,motor insurance,health insurance,term insurance,mutual fund,best tax saving schemes,policy advisers,portfolio management services,annuity and pension products,wealth creation,tax filing,national insurance,best customer support,certified financial planner,investment in diversified portfolio,liquid fund,alternative investment funds,investment in international securities,estate planning,direct equity,best client servicing,investor services,finance strategy,finance product distributor,financial literacy,stock market,financial plan for long-term goals,and cash flow
Welcon financials pvt ltd operates in the Financial services industry.
Welcon financials pvt ltd's revenue is 11m - 100m
Welcon financials pvt ltd has 51 - 200 employees.
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