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HOME > FINANCIAL PLANNING

 

Any plan has no value unless it is aligned to achieve a goal. We believe one’s life goals precede any financial goals. We also believe money is a means in the journey of life and not a destination. Our financial planning exercise lays emphasis on using money to achieve life goals. We take full responsibility of planning for their financial goals, with periodic reviews and course-corrections as appropriate.

 

What is financial planning?

Financial planning is a consultative process of developing an individual’s plan to achieve his/her financial goals by managing his/her financial resources and financial risks in life. It outlines a roadmap to financial success with emphasis on cashflow, contingency funds, insurance and investments.

 

Why do we need financial planning?

Modern day life has become complex. With increasing family incomes, plethora of available financial products and services, unavailability of time and knowledge to deal with financial assets and complexity in investments, the time has arrived when one can no longer make decisions with ease.

 

Understanding time value of money, investment vehicles, insurance offerings, interest rates, market volatility,

 

inflation risks, and individual’s risk tolerance to investments is now an integral part of planning one’s financial life. The variables are too many for anyone to objectively plan his finances.

What’s our process?

Financial Planning Process

What are our financial service offerings?

Our service offerings are listed below. Every service is rendered by our trained, experienced and trusted financial

planner.

  • FINANCIAL PLANNING
  • FINANCIAL COACHING
  • INVESTMENT PLANNING
  • REAL ESTATE ADVISORY
  • RETIREMENT PLANNING
  • RISK MANAGEMENT & INSURANCE PLANNING
  • TAX PLANNING
  • EDUCATION & WORKSHOPS
  • FREE CONSULTATION
     
     
        

     
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