Firm Profile

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 transparency
  • Education: Continuous education of investors through seminars, discussions, magazines, e-articles, e-mails, sms.
We believe that integrity cannot 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 SIZIE FITS ALL approach do not work. And its high time that investor get CFPCM option before taking any financial decision. Our focus is to provide quality advice first and only then seeking out the appropriate products to ensure COMPLETE FINACIAL FREEDOM in future.

About the Certified Financial Planner Certification

CFP ® certification identifies those individuals who have met the rigorous experience and ethical requirement 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 on-going continuing education requirement and to uphold the CFP ® Board's Code of Ethics and Professional Responsibility.

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. Copyright © | Software solutions for financial planners by Wolters Kluwer.