Ambarish Khopkar

Business Analyst at Flexible Plan Investments Ltd

Ambarish Khopkar's Professional Contact Details

Email (Verified)

****@flexibleplan.com

Get Email Address

(248) 642-6640

Location

New York, New York, US

Company

Flexible Plan Investments Ltd

Person Seniority

entry

Person Functions

business development

Ambarish Khopkar's Current Company Details

Flexible Plan Investments Ltd

Bloomfield Hills, Michigan, US • 73 Employees

investment management

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments' OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.

Founded Year

1981

Organization Website

flexibleplan.com

Organization Languages

English

Organization Revenue

37900

Current Technologies

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