Reason to Choose Us
We do financial planning.
What is financial planning?
In general all we are having an idea of future events in terms of money value (say rupees).
Such as
Children higher education
Children marriage
Dream home
Dream car
Retired Life
Foreign Trips., etc… etc.
But the main missing is here due to miscalculation & losing of accuracy leads to compramising the level of goal.
You may have a question mark????
Don’t worry. We can make you it possible. We will do regular monitoring also.
We will work out the goal.
We will accurate the goal.
We will protect the goal.
YOU WILL NEVER MISS THE GOAL.
Why to invest
How to invest
How much to invest
Where to invest
All we can do is to guide you.
Goal is yours!
Money is yours!!
& Decision is also yours!!!
IT NEVER OURS!!!!
Long term &
short term
goals
Forecasts of
future inflation
Risk appetite &
current income planning
Fund Market
Research & Analysis
Did reading the above felt like us reading your mind? BOOK a free consultation now!
Services we Provide
Process
Financial Goals Understanding
We invest time in understanding what your financial goals are in order to understand how much money you need to start investing and where. If you don’t have any goals, we ask questions about you, your lifestyle, major planned life events etc. to help you list out your goals.
Current Investment
Plans
Before we make any plans on your investment based on your goals, we understand what your current investment portfolio is i.e. where and how much do you invest, and more importantly, your logic behind your current investment plan.
Future Investment
Plans
Once we know about your goals, and understand your current investment plans, we’ll chart out a future plan, which covers your long term and short term goals factoring in your risk appetite, current income, forecasts of future inflation, unplanned emergencies and fund market research and analysis.