We Are Redwood Financials
Welcome to the world of Redwood Financial Strategists (RFS), the world of realizing financial dreams.
At Redwood Financials, we know that financial planning is not just number crunching but a science and art of planning investments leading to the realization of your dreams.
We cherish the role we play, that of a catalyst, bringing a satisfied smile on your face when you realize your dream of financial independence. Be it seeing your child getting the deserved education, the wedding of your lovely daughter, or the much-coveted new venture you want to start, we make sure your financial goals are achieved.
Thanks to our expertise, we are able to take a holistic view of your finances and guide you strategically and tactically on the financial decisions.
Our Investment Policy
We believe in the philosophy of Karma, “As you sow, so shall you reap”. We feel, whatever is in the best interest of our clients, it would also be rewarding for us in the long term. We help you see the potential of tiny seeds of investments which with proper nurturing and discipline have the potential to grow like the giant Redwood Trees! Mighty Redwood trees can withstand the austere environment and thrive for generations to come.
In the words of Richard Katz, “Redwoods are the celebration of the stature and majesty of physical incarnation and creation with the ability to lift matter from the dark density of the earth into the uplifted lights of heaven”.
We take pride in offering you :
- Research based advise
- Client-centric approach
- Unbiased and objective recommendations
- Scientifically designed portfolio
- Long term relationship
Financial Services
Individual Financial Planning
An umbrella of services for individuals customized based on their Financial Goals.
Business Financial Planning
Services specially designed for Businesses that help them with their financial objectives and goals.
Investor Education Workshop
We help bring financial awareness to our investors through regular workshops and seminars and the importance of Financial Planning.
Testimonials
I decided to park some of my funds with Preeti’s advise and recommendation. Am happy to note that the very first year, the portfolio has gained over 25%! Her knowledge of Market is quite appreciable and recommend to utilize her services in making money work for you.
After meeting Preeti I got educated on better ways of doing financial planning. I trusted her and asked her to work on my portfolio. Today, my portfolio is shining 25% raise in my investments. It was my best decision!
After our investments in Kingfisher vapourised, we had made up our mind not to play with shares but after talking to Preeti, I took courage and asked Preeti to help with investments from saving of taxes perspective. My investment in 6 months grew to absolute return of 13.5% and annualized at 35%!
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Request a Free Consultation
If you want to know more about our services or want to discuss your financial planning needs, please send us a request by filling the below form and we will get back to you.