We are an AMFI registered Mutual Fund Distribution company founded in 2016. We specialize in Mutual Fund Distribution, Retirement Planning, Medical Insurance, Life Insurance and other saving schemes.
Academically, both of us are Engineers with more than 25 years' experience in the corporate field and have keen interest in personal finance. Twenty years back, we met one financial guru and his advice was a turning point of our financial future. With the same objective, TurningPoint Financial Services was born.
Both of us are AMFI registered MFD's. Leena is also a certified financial planner from FBSB, USA but decided to be in the distribution field. We both believe in continual updation of our knowledge and pursue our further studies. Prior to incorporation of TurningPoint, Leena also pursued her career in the financial field as a Financial Planner in reputed firms.
We provide independent, researched and customized solutions to our client's based on their requirements. Since we are an independent entity, "client first" is the approach which is always reflected in the professional and unbiased advice that we provide
Our solutions are designed based on clients' needs as evolved during personal discussions and regular review and monitoring meetings. While doing so, we categorically follow the basic steps of wealth management.
Our approach is to understand the client's needs, study their financial requirements, build a customized investment portfolio, execute, review and monitor in order to ensure that the client's needs are timely met.
Empowering individuals to take control of their financial futures through education, guidance, and personalized financial strategies.
To be the catalyst for positive financial transformation, creating a more secure and prosperous future for our clients.
Accountability, Empathy, Growth, Long-Term Relationships.
TurningPoint Financial Services is an AMFI Registered Mutual Fund Distributor.
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
TurningPoint Financial Services makes no warranties or representations, express or implied, on products offered through the platform of TurningPoint Financial Services. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
AMFI Registered 