About Khalsa IFS
Khalsa Insurance and Financial Services is a niche boutique Wealth Management and Investment Advisory firm with an extremely strong focus on client relationship. The team at Khalsa IFS has seven years of proven track record in Financial Services, Equity Advisory and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position. Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical. The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients. Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term. Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.
Mr. Balraj Singh Wadhawan holds Bachelor Degree in stream of Commerce & pursuing Certified Financial Planner (CFP), he has seven years of rich experience in the Financial Markets, Wealth Management and Advisory Services and has a proven track record of managing multiple assets class.
Mr. Balraj Singh Wadhawan is other key personnel in Khalsa IFS who hold Master Degree in Management & pursuing Certified Financial Planner (CFP). Client of Khalsa IFS enjoy services by well trained staff members. Skill set of Mr. Balraj Singh Wadhawan include 360 degrees Insurance, Financial Planning, Tax Planning and Wealth Management to add to this, he is an ardent finance professional who is well versed in Equity & Commodity Research, Tax Laws, , Accounting, Portfolio Management Services (PMS) and Fund Management which can thus help in providing a wide spectrum of services to clientele of the company. Mr. Balraj Singh Wadhawan is a certified Advisor of Association of Mutual Fund in India and Insurance (AMFI) and Insurance Regulatory & Development Authority (IRDA), Associated with many elite clubs for IFAs formed by various Asset Management Companies like Reliance, SBI & Birla. He has an incredible foresight and a financial acumen. Thus, having worked across the value chain from the high end Corporate Advisory and Private Wealth Management Segment to the mass affluent retail customers, the strength of clientele exceeds 250+ customers across India & abroad, the team has hands on experience and sound knowledge of the domestic & international financial markets along with an understanding of the prevailing regulatory framework.