INVESTMENT
In general, to invest is to allocate money in the expectation of some benefit in the future.
TAXATION
Taxes in India are levied by the Central Government and the state governments.
CONSULTING
A consultant is usually an expert or an experienced professional in a specific field and has a wide knowledge of the subject matter.
About Ontic Finserve Limited Financial Advisory
Ontic Finserve Limited Financial Advisory was established in 1995 with vision to create a Ontic Finserve Limited in Financial Advisory Business. Ontic Finserve Limited was Started by four friends who started their carriers as Relation ship Executives at financial Advisory firm and later Started their financial Advisory Business under the name of Ontic Finserve Limited Financial Advisory.
Ontic Finserve Limited Financial Advisory is professionally managed company yet we are very Friendly with our clients. Our Friendly approach towards our client help us understand our clients and their needs better We Focus on Financial Planning through Mutual Funds. We help our clients reach their Financial Goals Through Goal Planning. We believe that investing without any defined goal is like boarding a train without a defined destination.
We cater to diversified range of customers with different income groups and because each of our clients has different risk tolerances and expectations, we customize each portfolio to match individual needs and circumstances.
HAPPY CUSTOMERS
DEVELOPED PROJECTS
AWARDS
ASSOCIATED COMPANIES
"Many thanks to Terry and Trevor, because of the investments we have made with Ontic Finserve Limited Financial Advisors , we have been able to support our four daughters through post-secondary education. We appreciate the guidance that Terry and Trevor have provided in helping us make sound financial decisions."
Saba Mansuri
"Deftly and confidently guided us through the recent tough economic times. They are able to interpret the larger economic picture as it impacts on one’s personal financial situation. Take an appropriate interest in one’s personal life situation while at the same time keeping focused on identified goals."
Mangalya Mehta
"After having some problems and loss of trust in the financial company I was with, I was advised to talk to Terry. He made me feel more secure and I have been with Terry for many years. Now that Trevor has joined Terry I feel doubly secure. Honest, reliable, ethical and highly recommended."
