XPERT FINANCIAL PLANNERS

About XPERT FINANCIAL PLANNERS

Xpert is a leading full service of INSURANCE & WEALTH MANAGEMENT concern located at Sasthamcotta, Kollam Dist. Kerala in the last 10 years. . We are proudly announcing that we succeed only when we meet and exceed the expectations of our customers.

Now we established a full service in investment and Insurance. Allied with LIC OF INDIA , UTI MF, SBI MF, LIC MF, SUNDARAM MF, RELIANCE MF,INDIA INFOLINE, UTI TSL, Allegro Capital Advisors Pvt. Ltd. And Supraseh, General Insurance Services & Brokers Pvt. Ltd .
Now we are seeking an assignment in a stimulating work environment that encourages continuous learning and provide exposure to new ideas, personnel and professional growth.

Xpert's Services are broadly classified into:

1. Investment & Insurance

2. Asset Management

3. Capitel Market

4. Income Tax PAN Center

5. LIC OF INDIA Premium Point

Xpert's Financial Planning practice has grown to be the largest fee based practice in kerala and UAE.