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Attention Investors.." Prevent unauthorised transactions in your Trading / Demat account --> Update your Mobile numbers/Email IDs with us as your Stock brokers/ Depository Participants on the email id updation@sre.co.in mentioning your Client Code and DP Code. Receive alerts / information of your transactions directly from Exchanges / CDSL on your mobile/email at the end of the day...Issued in the interest of Investors. " "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."
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Financial planning is the formal process of creating a road map of financial goals while taking into consideration an individual’s assets, liabilities, incomes, expenses and financial goals. It is about determining your financial goals which is your financial destination, prioritizing the goals, understanding the means that you have to achieve the same and choose the best possible option to achieve them.

Financial Planning is a continuous process, and it involves components like investment planning, retirement planning, tax planning, insurance planning, cash flow planning, debt management, etc. It is aimed at helping the client achieve financial freedom and live their dreams.

We at SRE refer our clients who need financial planning services to Sykes & Ray Financial Planners- under the proprietorship of Mr. Jaishank Gupta who is a CERTIFIED FINANCIAL PLANNERCM and also an RIA, Registered Investment Advisor recognized and registered with SEBI. This recognition is an assurance of SEBI-compliant, fair, true and objective financial planning advice being provided to our clients without being biased due to the lure of commissions, cuts and kickbacks that a lot of advisers often get.

You may visit www.srefp.in or call on 02222797396 or write a mail to us at meeting@srefp.in for more details or to set up a free consultation session.