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Why a2zwealthplanners..

A2ZWEALTHPLANNER is venture promoted by OSWAL INVESTMENTS GROUP. The pioneer organization stand with four solid pillers of Experience, Expertise, Ethics & Education.

Experience: Vast experience of financial products for more than 3 decades.

Expertise: Expertise in Financial Planning of dedicated Certified Financial PlannerCM

Ethics: Highest standard of integrity, objectivity and transperency

Education: Continous education of investors through seminars, discussions, magazines, e-articles, e-mails, sms.

We believe that integrity can not be bought and that trust must be earned. That’s why we always follow CUSTOMER CENTRIC APPROACH rather than Product Centric Approach. With multiple products & schemes floating in market, ONE SIZE FITS ALL approach do not work. And its high time that investor get CFPCM opinion before taking any financial decision. Our focus is to provide quality advice first and only then seeking out the appropriate products to ensure COMPLETE FINANCIAL FREEDOM in future.

About the Certified Financial Planner certification


CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:

  • the financial planning process,
  • risk management,
  • investments,
  • tax planning and management,
  • retirement and employee benefits,
  • and estate planning.

CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP® Board's Code of Ethics and Professional Responsibility.









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                     CERTIFIED FINANCIAL PLANNER,CFP are owned by Financial Planning Standard Board Ltd.(FPSB)outside the United States. FPSB India is the marks licensing authority for the CFP marks in India through agreement with the FPSB.

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a2zwealthplanners

ph: + 91 231 3059798 9890828242 9822127687

planner@a2zwealthplanners.com

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