Anmol Gupta

Fincart

Certified Financial Planner

Service Location

Noida

Professional Licenses

FPSB

#Investment Planning Specialist (IN55452)

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

A-4, A Block, Sector 9, Noida - 201301, Uttar Pradesh.

Website

https://www.fincart.com/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Anmol Gupta

FinCart is a comprehensive financial planning and advisory platform dedicated to aiding both individuals and businesses in effectively managing their finances. Its array of services covers investment planning, retirement preparation, tax optimization, and insurance analysis.

Through its user-friendly interface and tailored recommendations, FinCart equips users with the knowledge they need to make well-informed financial decisions. The platform's primary objective is to streamline financial management and offer clients the necessary tools to realize their financial objectives, whether it's saving for retirement or preparing for significant financial milestones.

Anmol Gupta, a Certified Private Wealth Manager (CPWM) from CIEL, and an accredited Investment Planning Specialist by FPSB India, serves as the Senior Wealth Consultant at Fincart, based in Kolkata. Her expertise and qualifications enhance the platform's ability to provide expert guidance and support in the realm of financial planning.

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