Free up your time to focus on what matters most: your clients. Let me and my team handle the paraplanning and administrative tasks, so you can focus on growing your business.
I am a highly motivated individual with a passion for contributing to the field of personal finance. I have been working as a US Paraplanner for more than two years of experience. Currently, I am building processes and a team of paraplanners & admin assistants to provide excellent outsourcing services to small financial advisory firms
Let us handle your paraplanning tasks, so you can focus on building client relationships.
Let us handle your administrative burdens, so you can focus on what matters most.
Let our team handle your burden, freeing you up to focus on what truly matters.
In the fast-paced world of financial advising, it’s easy to fall into the trap of trying to do everything yourself.
“Aamish assisted a company in onboarding a new Financial Advisor, which involved a technical interview round. He was featured in my client’s brochure as Operations Manager. Aamish was awarded the ‘Most Valuable Asset’ of the company for the June 2023 quarter. He has received multiple accolades from clients for his proactive approach and excellent communication skills with end clients.”
“We are renowned for our ability to follow up consistently and complete tasks efficiently. Some of our clients view us as their future ‘Investment Guru,’ capable of providing valuable investment recommendations to their clients. We also excel in effective communication with end clients.”
“Our team member holds the position of Operations Manager at one of the advisory firms.”
