At KAIZEN Investmart we believed that financial planning is not a destination , nor is it one or more product rather it is a process or a way of thinking and acting on a person financial matters to fulfil his financial goal. We believe that financial planning is more than a Business relationship. In this process we follow certain principals:
It is our belief that by providing a personalized and consistent timely service experience, we insure long and fruitful relationships with our clients. In the True spirit of commitment, we conduct open discussion to seek first to understand what is important to the client and then to be understood when finding solutions of their financial position. Our services are built on the foundation of Trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Our commitment to customers begins with the initial round of discussion to understand their priorities and ends up providing the appropriate solution to realize their dreams with the available resources.
Client loyalty is extremely important to us, we believe inviting our clients and we do not indulge in any mass marketing strategies.
