Let money work for you


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Our Aim


We aim to fulfill the Crorepati Dreams of 1000 Indians investing through Encompass.

The number of clients fulfilled their Crorepati Dreams so far

1 Crore+

1

2 Crore+

1

5 Crore+

1

About Us

Encompass Financial Services was formed with the dream of creating awareness towards financial know how and providing quality service to the people to realize their financial goals and fulfill their dreams. The founders, who are all professionally qualified and established in their spheres of work, have realized the abundance of non-professional service in the field of financial consulting coupled by the lack of proper financial education of people. The aim is to provide the right information and guidance to the people so that they become financially educated and to ensure that their accumulated money will work for them to generate the required cash flow to ensure the continued lifestyle for rest of the life instead they continue working for money for the entire life.

Our Services





Investment

Wealth Management


  • Retirement Planning
  • Goal Based Planning
  • Risk Profiling
  • Plan & Asset Allocation
  • Execution & Tracking
  • Portfolio Rebalancing
  • Estate Planning & Transfer

Insurance

Risk Management


  • Life Insurance
  • Health Insurance
  • Accident & Disability Care
  • Vehicle Insurance
  • Travel Insurance
  • Home Insurance

Pension

Regular Income


  • Deferred Regular Income
  • Immediate Regular Income

Tax Return

Financial Compliance


  • Income Tax Return
  • PAN Related Services

Loan

Timely Need Fulfilment


  • Home Loan
  • Loan Against Property
  • Car Loan

Testimonials

Our Partners

CIN – U67100WB2018PTC226725 | GSTIN – 19AAFCE0951N2ZA | ARN – 158458


Mutual Fund investments are subject to market risks, read all scheme related documents carefully