Our MissionTo create and build a long term relationship with our clients on the premise of COMMITMENT and TRUST, helping them to actualize their financial goals by giving them life enriching experience in their pursuit of Wealth Creation and Management. Guide them through the process with our expertise and passion.
We are.. Who you are looking for..Billfold Financial Consultancy Services (P) Ltd. was incorporated way back in 2007 and since then it has been serving clients to achieve their Personal life goals through its Financial Planning & Investments. The choice of products are based on the recommendation of a robust research by a dedicated team & our Financial Planning team has helped us in achieving client satisfaction.
Over A Decade ExperienceWe are a Decade old company and have a strong team with collective experience over two decades. This allows us to handhold our clients and navigate them through varied nature of markets and help them actualize their life goals.
Commitment, Trust, Peace of Mind and Guidance are the fundamentals of our practice.
Guru Raj Vamalur
Gururaj is a postgraduate in Economics, alumni of Loyola College, Chennai. a graduate in Law, his passion for finance and economics has helped in developing a career as a Personal financial planner and a Wealth Manager.
He started his career With a Multi National Pharmaceutical giant, Eli Lilly & Co. Ltd., and after a decent stint of training and experience in Pharmaceutical Market has moved to the Largest Financial Conglomerate in the country HDFC group, served for about a decade in various capacities and have gained rich experience in understanding various Financial Products (Assets & Liabilities), Financial planning and Wealth Management.
Guru Raj is a Certified Personal Financial Advisor and a Certified Wealth Manager with about 20 years of experience in Financial Planning and Wealth Management.
An amalgam of skills is what the Billfold team presents to our clients. Our experts, seasoned in their respective fields, understand clients' pains and requirements well. Here's is the spectrum of skills that our team specializes in.