ABOUT US :- The journey of Allegiance started as a proprietary firm back in 2007 as a mutual fund and insurance distributor. Our expertise, domain knowledge and foresight led us to a Financial Planning and Training Company established in 2015. We are now extensively working in the domain of financial planning and wealth management. Providing these services, we aim to be a one-stop solution for our clients where money matters. With incredible growth of our company over the years, we are now one of the most favored training solution providers for our clients. Now, the portfolio of training is not limited to financial training but it also extends to life skills. WHY US :- Client Focus, Integrity, Compassion, Innovation and Performace are the key values that makes us what we are. We believe that dreams are priceless but you have to pay the price to live those dreams. Making you live your dreams is what we are here for. We understand that when it comes to discussing problems, you need the most trusted people to listen to you and give you unbiased, research based & customized solutions and we are here for that. Our intention is to help you with all your problems and queries to achieve your dreams and life goals with experienced and qualified professionals. Let’s talk money! PRODUCT & SERVICES :- - Family Office - Personal Financial Planning and Wealth Management - Corporate advisory for insurance planning and treasury management - Financial Training - Life Skills Training o English Language – its usage in daily work life o Effective Corporate Communication o Negotiation Skills o Goal Setting, Scheduling and Prioritization o Team Building o Leadership skills and many more