Matrix: Matrix

Professional experts in Insurance, Finance Counselor engaged in providing financial planning & advisory services to the clients to achieve their goals. We provide clients with advice on financial matters, making a recommendation on ways to best utilize their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs. Conducting in-depth reviews of the client's financial circumstances, current position, and future aims. Analyzing information and preparing plans best suited to individual client's requirements.

Financial Services offered by Matrix

1. Professional Advisory

2. Insurance

Financial services offering in this segment are primarily offered across two categories:

* General Insurance: Automotive, Home, Medical, Fire, Travel, etc.

* Life Insurance: Term-life, Money back, Unit-Linked, Pension Plans etc.

3. Mutual Funds

4. Wealth Management

5. Stock Market