When you partner with Index Gurus, you’ll have a trusted resource for comprehensive, objective, and affordable financial advice.
The first step in our process begins with you taking action.
To set expectations in advance, as of 2016, there is a wait list for new customers.
We act as our clients’ personal Chief Financial Officer, and ensure that their life goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management.
When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Our mission is to be your trusted partner for financial peace of mind.
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