Shah Rohit Financial Services Pvt. Ltd.
Shop no. 6,
Shastri Nagar Triveni CHS Ltd.,
Bldg. no. 4, Shastri Nagar,
Mumbai 400 104, India
Clients can raise any complaints to firstname.lastname@example.org
We make best efforts to meet your expectations. Your plan is designed with a level of governance integrated. There are regular checkpoints in every engagement and discussions are minuted and actions are tracked for resolutions at both ends.
That said, should you ever happen to be dissatisfied with our services and unfortunately if we are unable to mutually resolve your grievance, you can reach out to SEBI via SCORES system at below link:
FREQUENTLY ASKED QUESTIONS (FAQs)
Q: Do you have any branches?
A: No. We are based in Mumbai and have been servicing clients all over the world. We do frequently visit Bangalore for engagements.
Q: Are you regulated?
A: Yes, Rohit is a SEBI Registered Investment Adviser.
Q: Can we write a sponsored article on your blog?
A: Sorry, as a policy we don't accept sponsored articles.
Q: I would like to write a guest article for your blog?
A: Sorry, we are not accepting guest articles, at the moment.
Q: I am a CFP. Do you have any openings?
A: We do have openings from time to time. Please send your resume to email@example.com and we will let you know quickly.
Q: We need you to write articles for our clients. WIll you be interested?
A: Sorry, we will not be able to work with you. Our 'one thing' is Financial Planning Service.
Q: I would like to understand before I sign up for your Comprehensive Financial Planning services.
A: Sure. We are happy to offer a complimentary 30 minute call to understand your needs & to explain our services.
Q: What does 'Fee-Only' mean?
A: That you will be the only pay-master for us. We will deal only with the commission-free products. If there is no provision of commission-free product (e.g. term plan insurance) we will guide you to procure these yourself.