About Us

However, at the beginning of 2015 subsequent to some corporate arrangement, the clients of this company were migrated to one of the leading domestic non-bank financial company along with employees. In the new set-up, it was an uphill task to maintain and continue with the same concept to existing as well as new clients, without taking into account if the recommendations are benefiting the organization in achieving their targets in the short run. The continuous northward movement of performance expectation was pushing us to work like Salesmen instead of Financial Advisor. Unfortunately, all organizations (banking as well as NBFC) in financial services sphere are working incessantly with the only objective of maximizing revenue i.e. sell only those products or services which gives maximum benefit to company irrespective whether the products or services meet consumers’ needs and goals.

We finally took a plunge from this endless journey of Salesmanship and formed Allegiance Financial to work as Financial Advisors in the true spirit offering unbiased advice to consumer’s basis their needs and goals. We will be following the approach of offering only those products and services which our company believes are in best interest of the consumers. All recommended products and services undergo rigorous due-diligence process to ensure only best out of the lot reaches the consumer.

To ensure that Allegiance Financial cater to the financial planning needs of all segments of clients, we have tied up with more than 70 service providers offering Mutual Funds, Structured Products, Protection solutions*, Real Estate Advisory, Mortgages, Family office, Legacy planning and Tax planning. Presently, we have our registered and corporate office in Delhi/NCR and Pune, will be having our presence in Bangalore and Mumbai shortly.