WE'RE GOOD WITH NUMBERS
20
Years of Experience
650+
Clients Till Date
250Cr.+
Assets Under Management
IS FINANCIAL PLANNING FOR ME?
Yes, financial planning is for you and me and not only for the rich. If you have a dream and want to turn it into a quantifiable goal, then financial planning is for you. If you are working hard for money then your money should also work equally hard for you.
People with limited resources cannot afford to make financial mistakes.
You may have many dreams, needs and desires. For example, you could be dreaming of:
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Owning a new car
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Buying a dream house
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Providing your children with the best education
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Planning a grand wedding for your children
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Having a great time after your retirement
But in today's world of skyrocketing costs and increasing inflation, how many of these dreams can you hope to turn into reality? By planning well, you can utilize your limited resources to the fullest. Financial Planning helps you see the big picture and invest for specific long-term and short-term goals well in time.
OUR FINANCIAL PLANNING PROCESS
SOME COMMON MISTAKES
SERVICES
Comprehensive Financial Planning
With a comprehensive financial plan, you will be able to: regularize your savings, Increase your investments, plan systematically for your retirement, get adequate financial protection for your family, invest systematically to achieve your goals, achieve peace of mind and have a sound sleep at night!!!
Insurance Planning
According to us , it is best not to mix Insurance & Investment. Insurance should be treated as an expense to indemnify against financial losses. People are often mis-sold traditional insurance policies and ULIP’s which have a long lock-in period and very low return. The only 2 insurance policies one needs is Term Plan and Health Insurance.
Retirement Planning
Retirement is the most neglected goal in India. However the fact is that NO LOAN is available for retirement. Hence the need for retirement planning. With ever rising retail inflation, can you estimate what will be your monthly expense of Rs. 30,000 today, after 20 years? It will be RS. 1.4 lakhs. So the early you start planning for retirement, the better.
Portfolio Management
We manage your portfolio as per your needs: whether you want to create a regular income out of it or you want growth in your portfolio. We decide an asset allocation as per your risk appetite, your goals, time horizon and age and review portfolio after regular intervals. We help you avoid making emotional decisions in a volatile market and aim to give you optimum & tax efficient returns.
TESTIMONIALS
CONTACT
Kindly get in touch with us to understand more on how we can work together.
Office no 313, MontVert Arcade, 3rd Floor,
Balaji Chowk, Pashan, Pune - 411021