Right Returns Financial Planning
Right Returns was founded in because while there was a lot of talent representing product vendors (such as Mutual Funds, banks and Insurance Companies) there was none to represent the consumer of these products. We represented and got paid directly by clients way back in when Financial Planning as well as Fiduciary interest were terms unheard of, not only to consumers but to the industry at large. We are a boutique practice and our size is by choice not chance. We believe this design allows for more effective delivery as well as implementation of advice. It allows each one of us to be aware of the direct impact of our work on our clients. It also lends itself to more personal accountability, client involvement and the satisfaction of serving clients. Every member of the team is multi-faceted but we tend to develop complimentary pockets of specialization. That way we always have something left to learn from each other. As a team we understand that there are no final answers but we can help get good answers and there is always something more for us to find out. Right Returns Financial Planning is one of India’s pioneering financial planning practices. We have two distinct teams for advice and implementation respectively. Depending on whether the client only consults with us or also seeks our help on implementation, we weave together the advice and implementation, as may be appropriate, and deliver to our clients a singularly perfect outcome. We love our work and camaraderie as much as we appreciate the love, respect and trust we receive from those we interact with.
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
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Jyotsna Dudye
Compliance Officer · Legal
EmailPhone - PA
Pooja Anavkar
Customer Service Representative · Customer/Client Service
EmailPhone - RJ
Rita Jaiswar
Associate Planner · Operations
EmailPhone - NS
Neha Savla
Manager Client Relations · Customer/Client Service
EmailPhone - KD
Keyan Dantra
Research Analyst · Research & Development
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Yuti Jain
Investment Planning Team · Other
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Top roles at Right Returns Financial Planning
8 distinct titles indexed · top 8 shown.
- 1associate planner
- 1client relations specialist
- 1client servicing
- 1compliance officer
- 1customer service representative
- 1investment planning team
- 1manager client relations
- 1research analyst
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