Expert Financial Planning advice for your money
Helping you plan a bright future
Our Holistic Services at glance
Goal Based Services
Personal Advisory Services
Investment Based Services
- Financial Planning (Recommended to all).
- Wealth Management Planning (Recommended for 50L and above).
- Financial Independence planning(supplements Financial planning).
- FIRE (Financial Independence and Retire Early)(supplements Financial independence planning).
Investment Based Services
Personal Advisory Services
Investment Based Services
- Monthly income investments.
- Safe/Medium/Risk investments with best returns- Short term(0-5 Years)/Long term(>5 years)
- Safe/Risk Lump sum investments - Short/Long term.
- ELSS funds. (Tax saving funds).
- Retirement Investments.
- Children Investments.
- Life Insurance plans.(proprietary algorithms based which includes but not limited to amount, c
- Monthly income investments.
- Safe/Medium/Risk investments with best returns- Short term(0-5 Years)/Long term(>5 years)
- Safe/Risk Lump sum investments - Short/Long term.
- ELSS funds. (Tax saving funds).
- Retirement Investments.
- Children Investments.
- Life Insurance plans.(proprietary algorithms based which includes but not limited to amount, claim ratio and service etc).
- 2/4 wheeler insurance plans ( proprietary algorithms includes but not limited to amount, claim ratio and service etc).
- Contingency (Emergency) fund investment options.
- Health Insurance Plans. (Individuals and Family)
Personal Advisory Services
Personal Advisory Services
Personal Advisory Services
- Buying a Home/Flat (Affordability assessment else when).
- Buying a 2nd Home (Affordability assessment else when).
- Buying a plot (Affordability assessment else when).
- Existing mutual funds portfolio review.
- Existing Insurance policies review.
- Tax planning (Recommended for 0-50L income).
- High Risk investments guidance like Crypto.