Boosting Your
Financial Strategy

About Us

Financial SketchersTM is a Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore, Kenya, UK and Hong Kong. We work directly with our clients for catering to their specific needs for investment, growth and cash flow over a period of time. The highly experienced Investment Consultants at Financial Sketchers are able to create a unique portfolio for the client by rendering customised solutions on the plank of assurance and growth. Financial SketchersTM (India) registered under Insurance Regulatory Development Authority comprises of a team of experienced and certified advisors. The company has over 20 years of diverse experience in Wealth Management and managing investment portfolio for their clients in domestic and international space. We prefer and are happy to provide door step service to our clients to build trust and long term relationship. We are based out of the most Iconic World Trade Tower, Noida and have our team located at mentioned countries and recently expanded our presence to United Kingdom. We carve out a neat investment portfolio for Individuals/Investment to spreads across their investments in the stated countries. We are primarily offering Collaborative Portfolio in Life Insurance, General Insurance & Health Insurance as well as Mutual Fund advise to individuals and Big Corporate houses both.

Services

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Wealth Builder
We create overall wealth for you and your family over time.
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Shield & Protect
We shield you and your family with absolute safeguarding strategies
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Retire Safely
We plan for a sound and a high on rich lifestyle retirement for you
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Merging Economies
We could merge multiple economies across the globe to bring you a comprehensive financial solution
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HNI Exclusive
We work extensively for HNI’s and Super HNI’s Indians or NRI’s with our personal wealth advising
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Collaborative Portfolio
We collaborate multiple financial instruments & currencies to get you a high yield portfolio

EXCLUSIVE NRI SERVICES

About Financial Sketchers : We at Financial Sketchers are  a Boutique Wealth Advisory Firm " Sketchers Consulting And Associates LLP " known name " Financial Sketchers ' registered under ROC and offering investment product from India , UAE , Singapore and Hong Kong and Kenya.Financial Sketchers (India) registered under(Insurance Regulatory Development Authority) comprises of  a team of experienced and certified advisers. The company has over 20 years of diverse experience in Wealth Management and managing investment portfolio for their clients in domestic and international space. We prefer and are happy to provide door to door step service to our clients to build trust and long term relationship. Our current companies of work include India, Hong Kong, Singapore, UK/UAE, and now extending to Kenya . We carve out a neat investment portfolio for Individuals/Investment to spreads across their investments in the stated countries

Since you are away from India, would want to brief you about our country's flourishing ecomomy currently. According to Ridham Desai, Executive  Director Morgan Stanley, a US Based Investment Firm, currently India's GDP is growing at a fastest rate in the world. Indian Economy will reach to $7.35 Trillion to become 3rd largest by 2030. Moreover India's Life Insurance Sector is the biggest in the world with about 360 million policies, which are expected to increase at a CAGR of 12 - 15 % over the next 5 years.

Indians working across the globe sent home USD 62.7 Billion last year making India the top remittance receiving country i.e 4 Lakh Crores in an year . This could be because of the following reasons :

  • Emotions with Motherland
  • Retirement Living
  • Investment in India
  • Business Opportunity in India in Future
  • And Most Importantly, Financial Gains
How Financial Gains :
  • Higher Rate of Return on Investment with Low Risk as compared to their economy
  • Easy Taxation for them as Double Taxation Avoidance Treaty with most countries
  • Easy Repatriation of their Money
  • Exemption of GST on Life Insurance Premium
Things you Expect from your Investment Consultant Back Home :
  • Use of Digital Medium for Communication
  • Professional Services
  • Simplified Documentation
  • Long Term Service
  • Thorough Knowledge of Subject
  • Regular Review of your Investments Face to Face

Our Service Differentiators.

Business Owners
  • Keyman
  • Employer Employee
Individuals
  • HUF
  • MWPA
  • Estate Planning
  • Health Coverages
  • Global Investment Portfolio

Our Portfolio Offerings

Financial Sketchers product portfolio is a unique mix and is specially designed to serve it clients. The product basket is characterized by a customized mix of :

The investments of clients must remain secure and therefore the investment products offered by the firm are backed by top Government and Private Sector insurers and are regulatory compliant.

The investment products are hedged for all kinds of risk financial as well as life. In the unfortunate event of death, a complete legalized succession plan is built in from the very beginning.

Flexibility is the very core of our foundation. Our clients are salaried individuals, high net worth individuals, trusts and companies. Each is catered to with optimized financial solutions.

Our investment products are uniquely designed for short term as also for long term outlook. Our products have a yield ranging from 7% to even 12% per annum.

Our products offer tax rebate as well to our clients specially for Non-Resident Indians who are not always aware of tax repercussions and tax treaties between the country of their domicile and India.

Our investment products cater to all age groups. In today's times when the economic conditions are not stable leading to future uncertainties and foreseeable risk, everyone needs to plan the future financial requirement in advance, be it for the education of children, for panning monthly fixed income at the time of retirement or investment requirements for one's business. We have designed our products just to cater to your needs.

Who can a customer approach in case of grievance

  • Ombudsman: The insurance ombudsman scheme was created by the Government of India for Individual policyholders to have their complaints settled out of the courts system in a cost effective and impartial way.
  • Insurance Regulator Development Authority: The Insurance Regulatory and Development Authority is an autonomous, statutory body tasked with regulating and promoting the insurance and re-insurance industries in India.

Our Quality Commitment

  • Qualified & Certified Team: Large team of professionals across geographies available with vast experience in ‘financial domain’. Backed by top Indian/ Global certifications to offer money making ideas to their partner’s clients.
  • Simplified & Structured Documentation: Fast and robust documentation standards makes FS stand out of the run-of-the-mill financial agencies out there. We understand the client's background completely and aptly prepare required papers.
  • Comprehensive Global Financial Services: We effectively study and merge economies globally to bring the best custom-solution to partner's clients. With our elaborate partnerships running cross-countries, clients have a financial feast!
  • Confidentiality & Seamless Digital Platform: Keeping our client’s details with complete confidentiality is of perennial importance to us. Our partners endow high level of ‘Trust’ to our relationship and share their referrals with passion continually.
  • Timely Review at Customer’s Convenience of Time and Place: Our success ‘mantra’ for our partners is working to review their client's financial portfolio in a constant endeavour to better their current stand point. This adds value on a recurrent basis to their life. A partner’s client may be in any part of the world- we cater them all right at their homes or offices! We strongly believe in the concept of ‘personal advising’ & we know\that clients are comfortable with that.

Annual Employee Care & Benefit Program

This is an effective program helping many of our corporate clients as an efficient tool for their employee engagement yielding them in :

  • Employee loyalty
  • Lowering Attrition
  • Help Increasing productive per resource

“This Engagement program is an offered Agreement/ Association between Sketchers Consulting & Associates LLP registered as Financial Sketchers with your esteemed organization confirming the following benefits at no Charge and remain on annual renewable term basis”

The agreement includes the following commitments / Benefits from Financial Sketchers to you at inception:

  • Wealth Advisory session at your premise by our experts on monthly basis.
  • Health Check-ups (88 Checks) for your employees at a frequency of twice a year.
  • Filling of ITR with Tax advisory by our Chartered Accountant.
  • Review of Current Investment Portfolio on Volunteering basis by experts.
  • Automated record keeper to keep your investment records enabled to triggered auto reminders as set.

Our Team

Companies We Promote

India

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Future Generali Life Insurance company Ltd.

CIN No. : U66010MH2006PLC165288

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Aviva Life Insurance Company India Ltd.

CIN No. : U66010DL2000PLC107880

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Max India Life Insurance Company Ltd.

CIN No. : U74899PB2000PLC045626

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DHFL Pramerica Life Insurance Company Ltd.

CIN No. : U66000HR2007PLC052028

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Life Insurance corporation of India (LIC)

Agency License Number: 55400 - 11 M

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ICICI Pru Life Insurance Company Ltd.

License Code: 01331462

Global

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Partner: GFC (for across Globe investors)
Companies: Friends Provident International
Generali
Zurich
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Country/ Investors served in:
UAE Takaful Emarat
(in compliance with Sharia law)
Companies: Generali
Zurich

Association Model

Financial Sketchers is a Boutique Wealth Advisory Firm having its footprint in India, UAE, Singapore , Kenya, UK and Hong Kong. We work directly with our clients for catering to their specific needs for investments, growth and cash flow over a period of time. The highly experienced investment consultants at Financial Sketchers are able to create a unique portfolio for the client by rendering customized solutions on the plank of assurance and growth.

We are based out of the most iconic “World Trade Tower”, Noida and have our team located at mentioned countries and recently expanded our presence to Kenya. We are primarily offering Life Insurance , Mutual Funds , General Insurance & Health Insurance to individuals and Big Corporate houses both. We have created a Business Opportunity Model wherein we offer our expertise and platform to Individuals and Establishments interested to start or Expand Insurance Business at almost No cost basis i.e. offering our support in terms of training and expertise at all level to ensure a rapid growth for them. This model has been successfully running for the last 6 months and our Associates have a seen a lot of success with us.

The association has been mutually beneficialOur Associate Model includes a legal agreement including defined work terms which bind us for the committed commercials and support ( field & In House Both ) to our Partners .Considering the strengths of your esteemed relationships with your elite client base creating a great opportunity to cross sell life insurance solutions to the same base using the expertise of our qualified team. Our agreement is an introducer agreement and we pay our associate as the fees for introducing prospects

Contact Us

Our Presence Globally

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Available 24 hours a day, 7 days a Week. We work on all holidays