About I & I
I & I Financial Services Pvt. Ltd. is a Financial Planning organization headquartered in Thane, built on a strong foundation of ethics & values. I & I was incorporated in the year 2001 and serves more than 15000 happy families, offering a plethora of financial services under roof. We work closely with our clients, to build tailor-made financial roadmaps and consistently implement expert strategies. Liasoning with more than 300 top-notch companies, over 18 branches across Maharashtra & global presence in UAE & Thailand, is a testament to the progress of the organization.
I & I Financial Services Pvt. Ltd. is a Financial Planning organization headquartered in Thane, built on a strong foundation of ethics & values. I & I was incorporated in the year 2001 and serves more than 15000 happy families, offering a plethora of financial services under roof. We work closely with our clients, to build tailor-made financial roadmaps and consistently implement expert strategies. Liasoning with more than 300 top-notch companies, over 18 branches across Maharashtra & global presence in UAE & Thailand, is a testament to the progress of the organization.
We Offer
01
DESIGN
HAPPY FAMILY PROJECT
- Financial Planning
- Succession Planning
- Tax Advisory
02
PROTECTION
RISK MANAGEMENT
- Life Insurance
- Health Insurance
- General Insurance
03
SAFETY
DEBT MANAGEMENT
- Co-op Deposits
- Company Deposits
- Bonds & Debentures
04
GROWTH
ACTIVE MANAGEMENT
- Equity & MF SIP
- Derivative Advisory
- International Equity
05
OPPORTUNITY
WEALTH MAXIMISER
- Passive Income
- Credit Management
- Private Equity
06
ASSETS
REAL ESTATE
- Foreign Properties
- Real Estate Projects
- Digital Assets
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