We are driven by the passion to improve the financial well-being of individuals and their families. We believe in educating and empowering people to take right financial decisions for the right reasons.
Here are some of the ways how we spread financial awareness, enabling individuals to take better decisions and be successful in their financial lives.
Financial Planning Services: Our key service offering is comprehensive financial planning services. We help our clients with goal-setting, accomplishing their dreams, leaving a legacy and holistic wealth management thus organizing their financial lives by our rigorous financial planning process. Our financial planning process is driven by the principle that “Money is not a destination, but an instrument of life” and lays emphasis on life goals.
Financial Planning Workshops: We offer financial planning workshops for corporates, small & medium organizations. Our workshops are focused on spreading the importance of financial planning in one’s life and free financial-health check-ups for attendees who are interested to explore the service.
TV Shows, Magazines and Newspaper columns: We have been actively working with media to spread financial literacy. Amit’s presence on Lets Talk Money show and The Property Show has been focused on spreading awareness about the prospects and pitfalls of investments in mutual funds, insurance, real estate and fixed income instruments. For the videos and articles, please visit our Media section on the website.
Financial Coaching: Financial coaching is to help individuals become an expert in personal finance. With a well-defined course structure, the program imparts subject matter knowledge to the participants who aspire to grow their levels of education in personal finance. Be it a CFP module or acorporate training in an area of personal finance or a CFP professional best practicessession, we educate the participants through our sessions to help them become better in that subject matter.
Financial Counselling: The aim of financial counselling session is to help individuals and families overcome challenges associated with their savings, spending, and investments.The sessions support, encourage, and inspire an individual to his/her goal of financial self-improvement.Financial counselling is for people of all income levels. In fact, people with above average income can have just as much if not more stress about money as people who earn less – not to mention the challenges of having substantial money to invest.
With these sessions self-discovery and change occurs with exploration of one’s relationship with money, realigning financial values, beliefs, and attitude. The interactions with clients are supportive, non-judgmental and collaborative. Respect for each individual takes priority.