Today when we have a plethora of options for anything and everything under the sun, there are several companies providing insurance and financial consultations too! The challenge lies in choosing the one who is professional, experienced and ethical.
Your search ends here with Express Finance.
The core motto behind establishing Express Finance is giving one-stop-solution to the clients who are looking for consultations regarding insurance and mortgage.
We have evolved as one of the most trustworthy and ethical business houses. Our integrity and unbiased consultation keeps us ahead of the pack.
When our clients approach us, all they have to do is, share their requirements! Rest all the stress, processes, and negotiations are handled by our team. Their financial wellbeing is our concern. Our customer-centric approach and capitalisation of extensive experience and wide network has made us one of the popular choices amongst the clients.
We provide personalized solutions as per individual needs, do all the negotiations, make sure you get the disbursements and then handle the loan structure on your behalf. Apart from this, we also make sure that you have the right amount and right product for your insurance needs as well.
Our Core Values
Our core values are our fundamental beliefs that drive us to deliver quality without compromising on our ethics.
Integrity
We understand that our business is based on trust. Our customers need to have faith in us, in order to acknowledge our consultancy. Hence, integrity is of utmost importance to us. This lets us give unbiased solutions and give our clients confidence that we always do right, even when in the times of difficult situations.
Flexibility
While we empower our team to have a conducive and friendly work environment, we also make them adaptable to understand clients’ varied needs. Our flexibility helps us provide them numerous tailor-made solutions as per their requirements and financial goals.
Customers First
Our company exists to help our customers attain their financial wellbeing. We advise them after measuring every outcome based on how good it will be for our clients.
Passion
We love that our services are transforming people’s lives. Our ultimate goal of attaining financial well-being for our clients drives us and keeps us motivated!
Confidentiality
We acknowledge that the services we offer should be dealt with complete confidentiality. In order to ensure the same, we safeguard privacy of our clients’ information at each phase and process.
Our Process
Entitlement
The most important part of any relationship is a trust which is built with communication. Hence, primarily, we will introduce you to our organization, administrations and services we can provide you to attain your financial goals. You will be furnished with a full disclosure Statement and Scope of Services. Each step of our process satisfies the compliance guidelines set by the Financial Advisers Act (2008).
Drafting an Accurate and Custom Plan
Analysing your current scenario, plans, spending habits and financial goals, we offer the best of the solutions available in the market. Our team customizes the solutions after evaluating the complete situation and portfolio.
Bringing the Plan to Action
All the planning done in the previous step is implemented in this phase. We help you with the completion of the forms and assembling the required documentation. We then submit the file and follow up with the concerned team for the output. Throughout the process, we are consistently in touch with them and you with the updates.
Collecting Client Information
Collecting data and information about clients is mandatory for any such financial arrangement. In this step, we assemble the required information like medical or insurance-related information, assets/liabilities, expenses or credit-related information. This is significant as based on this information the most effective solution is provided. At each phase, we assure that all the sensitive information is safeguarded and confidentiality is maintained.
Presenting the Solution
After a complete analysis by our team of experts, we get back to you with a recommended plan and a series of suggestions. "Flexibility" is one of the core values, hence, we are adaptable to change and edit the plan as per your suggestions and feedback.
Review
Once everything is in place, we will be in touch at least once a year to see if there is any change in the situation or if you need any help from our end. This is because a change in any situation based on which we have opted for any products will lead to an adjustment in the current arrangement. If required, we also conduct a free review so that you are sure that your present plan is pertinent to your circumstances and saves you from future vulnerabilities.