Wealth Creation
Wealth Management
There is a significant difference between having investments and effectively managing them. Investment management requires a well-constructed investment strategy designed to meet all of your financial requirements and long-term goals.
At Independence Financial Advisors, our team of wealth management professionals will work with you to create customized portfolios that are rooted in research and analytics and take into account your financial needs and risk tolerances. Through our proactive focus on asset relocation, you can trust in our ability to keep overall costs low while helping you make the necessary investment decisions and adjustments to achieve the greatest results while using all digital applications.
Our Specialization in Equity, Metal and Jewellery and Real estate segments.
The first step is to fill out the form with the required information. During the consultation session, you will discuss your requirements with the Treejya staff, who will suggest an appropriate virtual assistant for you. After meeting your virtual assistant, you can delegate duties to us and Now you got an external arm of your team as treejya in your periphery.