3 equity mutual fund categories saw maxi...
Fund houses launched a record number of 205 mutual fund schemes in 2024 whi...
We understand that you care about your family, business and possessions. We have the knowledge to navigate all of those unique risks so you can feel safe knowing they’re protected from anything life throws their way!
Mutual funds are investment vehicles that pool money from multiple investors
Mutual funds are investment vehicles that pool money from multiple investors
Retirement planning is the process of setting financial and lifestyle goals for your retirement
Retirement planning is the process of setting financial and lifestyle goals for your retirement
Life insurance is a financial product that provides a payout, known as a death benefit
Life insurance is a financial product that provides a payout, known as a death benefit
Medical insurance,also known as health insurance, is a financial product that provides coverage for medical expenses and healthcare services...
Medical insurance,also known as health insurance, is a financial product that provides coverage for medical expenses and healthcare services...
Tax planning is the process of organizing your financial affairs in a way that minimizes your tax
Tax planning is the process of organizing your financial affairs in a way that minimizes your tax liability
There are various other saving schemes available beyond the ones that are traditionally available...
There are various other saving schemes available beyond the ones that are traditionally available...
Before coming in contact with Mr Deepak and Mrs Leena, my financial portfolio was in a mess. I used to invest maximum in real estate. They studied my portfolio, explained my financial status and re-organised it. Their expertise in mutual funds is commendable. Their personal follow up and guidance makes me feel safe. I have personally recommended them to many close friends and relatives. TurningPoint Financial Services is very professional with personal follow up with clients.
I appreciate the support given by Deepak and his team for managing my funds. They are not only supportive but also have enough expertize.
About four years ago, we felt the need for getting advise and guidance for our financial planning. I could immediately fix an appointment and TurningPoint team visited for personal interaction. I found their approach is professional, prompt and extremely efficient. They explained us the various tools and schemes available for financial investment, so that we could set the financial goals both short-term and long-term. During our association with Turning Point, they are always available for resolving all our queries. I am really delighted to have an advisor like Turning Point and I always feel that I am in safe hands.
Thank You :TurningPoint"..... very good service. TurningPoint team immediately responded and quickly resolved all our existing problems. . Good job ! I am always satisfied.
Both of us were completely confused with the traditional investment avenues and the upcoming ways to invest. We decided to go with one stop solution “TurningPoint”. We went through fixed round of discussions where needs and expectations were clearly framed. Periodic reviews are also planned, which are giving re-iterations where ever required. *Deepak Sir and Leena Mam’ have an art to handle people empathetically during discussions. We always had comfort and openness during discussions. The engagement has widened our sight towards wealth management process. Turning-Point has a Smart, scientific and empathetic approach towards people. We are really happy to state that TurningPoint is a part of our bright future !.