Reckon

RECKON is a one stop financial services provider, for various types of financial products available in Indian market. Our Product portfolio provides right mix of financial assets that suits financial goal in short and long term depending on client’s perception and need.
We are focused on sustainable wealth creation for the long term.

Main Services offered by RECKON

We offer in depth research for products that delivers compatible performance in terms of yield as well as we make sure that investments stay secure over the period.

Main Services offered by our company are Retirement Planning, Financial Planning, Mutual Funds, Tax Planning,  FDBonds , Third party PMS, Equity & Derivatives, Commodities, Insurance, Currency and interest rate futures.

We are focusing on each client and create an investment strategy tailored to specific client needs. Our tailor-made customized solutions are perfect match to different financial objectives.
RECKON is driven by the emphasis we place on building long-term relationships with our clients. We work closely with our clients to equip them with the ability to address large, fast- growing market opportunities.

Vision:

To device a set of strategies and methodologies that makes investment simpler, logical, scientific, predictable and more profitable activity.

Mission:

To provide the best possible financial services to the clients that help them to fulfil their investment goal.

Philosophy :

The firm’s philosophy is entirely client centric with a clear focus on providing long term value addition to clients, while maintaining the highest standards of excellence, ethics and professionalism.True knowledge sharing and transparency are the key aspects of RECKON

CRM POLICY : CUSTOMER IS KING

“A customer is the most important visitor on our premises. He is not dependent on us, but we are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favour by serving him. He is doing us a favour by giving us an opportunity to do so.” – Mahatma Gandhi

Code of Ethics

Confidentiality:

We maintain 100% confidentiality of our clients, as we believe trust is the base in our business.

Integrity:

In conducting your financial planning activity, we maintain high standards of honesty we do what we say.

Fairness: 

We treat all clients equally as per their financial needs and objectives and not on the basis of their financial capacity.

Competence: 

We provide services only in areas where we believe we are knowledgeable and competent. In areas where we are not professionally competent, we seek the advice of other qualified individuals or refer clients to such parties.

Professionalism: 

We ensure that our business activities do not bring any discredit to the financial planning profession.

Objectivity: 

We disclose to our client any limitation in our ability to provide objective financial planning services.

Diligence:

We act with due skill, care and diligence in providing financial services.

Compliance:

We maintain knowledge of and comply with all applicable laws, rules and regulate -on of Government, Government agencies, Regulatory Organizations, Licensing Agencies or Any Other Professional Organization.

















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