A financial advisor works with clients to help them manage their finances. They gather information about the client’s financial situation, including their assets, liabilities, income, and expenses, and help them develop a financial plan. It may include creating a budget, identifying investment opportunities, recommending insurance policies, and providing retirement and estate planning advice. Financial advisors may also help clients with tax planning, debt management, and college savings plans.
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TM Investment Technologies Private Limited
Type of Registration: Non-Individual. RA Registration Number: INH000009445, Validity: 5 years. (01 May 2027), RIA Registration Number: INA000015303, Validity: 5 years. (21 Oct 2025) Address: Motilal Oswal Tower, Rahimtullah Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai – 400 025, Contact details of Principal Officer Name: Raj Vyas Email: [email protected] Contact details of Compliance Officer Name: Pooja Chavan Email: [email protected] | Telephone: 7977802419 Contact details of grievance officer: Name: Mehmood Ali | Email: [email protected] | Telephone: 8976556305 | SEBI regional/local address SEBI Bhavan BKC, Plot No.C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra, E-mail : [email protected]
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