We at T4T Investments offer you independent, fair and unbiased Investment Advice, keeping your interest as a top priority.
We Advise, Guide and Help our clients to arrive at the best possible investment options suitable for them. In today’s world where it has become a harmonious job for a client to understand, select and execute investments, we handhold and guide them throughout the process of Investments to achieve their Financial Goals.
At T4T Investments, we create a Financial Plan that will help our clients to “Preserve what they already have, Protect themselves from financial uncertainty, Achieve their Financial Goals and Pass their wealth to their heirs in the most efficient manner possible“.
We are certified Mutual Fund and Insurance consultants duly recognised by the AMFI (Association of Mutual Fund of India) and IRDA(Insurance Regulatory Development Authority).
Why Us ??
Why should we be your financial advisers /product distributors? This is a very relevant question to ask us. And given below is our answer…
- Goal Oriented Approach : We follow a Goal Oriented Approach for each of our clients’. We prioritise on clients’ Financial Goals and Needs, depending on his current Financial Situation, and develop a comprehensive and customised Financial Plan for him.
- Client Centric Approach : Depending upon the Individual Financial Plan of the Client, we offer and advise financial products that are best suitable for achieving all the client goals. Our job as an adviser is to handhold our clients throughout his journey of Investments with us, be it during any crisis, boom or volatility of the market.
- Techno-Savvy Way : All the processes at our firm are technology based and online. We do minimum use of paper work and have maximum efficiency in our systems. Clients can be updated with their investments from anywhere in the world.
- Rich Product Basket : We offer a Single Point Access for all the Financial Products available in the market. Our Rich Product Basket, covers almost all financial products which addresses all the financial needs of the clients’ through one single portal of investments.
- Right Experience and Skill : We have more than 12 Years of combine experience in the field of financial industry. We are professionally skilled to handle a client’s portfolio and incorporate it with any updates or changes of Investment industry.
- Quick Response to Queries : We are highly skilled and trained to handle all kinds of Client Queries. We provide immediate and multiple solutions for our clients at any and every step of their Financial Journey.
- Driven By Passion : Our Passion is to create wealth for our clients and make them Financially Independent. Our Passion only drives us to provide complete support to our clients for every need.
September – 2018
Acquisition of 350+ Satisfied Clients and AUM crossed Rs. 50 Million. 300+ families covered with Insurance Protection as per their Human Life Value.
June – 2017
Acquisition of 150+ Satisfied Clients and AUM crossed Rs. 15 Million.
Jan – 2017
Acquisition of 100+ Satisfied Clients and AUM crossed Rs. 10 Million.
Dec – 2014 to Till Date
Conducted various Investors Awareness Programmes (IAP) at Corporates, Clubs, Societies. Special initiative programme for Women Investors. (WWINVESTOR– Wise Women Investor) at Corporates, Tupperware Club Meets, Kitty parties etc. Financial Literacy Spread to 500+ Individuals thru IAPs
Dec – 2014
Started Financial Planning and Mutual Fund Advisory Services with 20 + clients
Sep – 2013
Formation of T4T Investments by Mrs Swati Pawar with Insurance Advisory Services.
2011 – 2012 – 2013
Winner of Lakhapati Club Awards and different Contests at ICICI Pru LIfe for consecutive 3 years.
April – 2010
Winner of Rookie Manger Award – Pan Mumbai from ICICI Pru Life
June – 2009
Sales Managerial Position in Agency Business with ICICI Pru Life
May – 2006 to May – 2009
Imparted trainings to more than 1500 Individual as well as Corporate Agents’/ Brokers’ (India Infoline, Bluechip Investments, Keshavdas Mangaldas, Way 2 Wealth etc) employees
May – 2007
Achieved LIII (Licentiate of Insurance Institute of India) Certification.
In addition to Advisory Services, started Consultant Training Services for Insurance Industry (ULIP trainings, Soft Skill and IRDA Exams Training)
Nov – 2005
Started as Individual Insurance Advisory Services by Mrs. Swati Pawar