Financial Planning.
Draw sketch of your future with us.
We help you create the most optimal financial plan.
Comprehensive Financial Planning
We intend to provide Comprehensive Financial Planning services to our clients in order to plan for and prudently address their various life events.
- Planning up to 5 financial goals
- Detailed Risk Profiling
- Tailor-made investment plan and portfolio allocation customized to your risk appetite
- Health & Life Insurance planning
- Retirement Planning
- Timely fulfilling your financial goals
- Optimal usage of your income while enhancing savings
- Generate better returns from your investments
- Adequacy of insurance coverage and retirement corpus
- Minimal active management
We take each of our clients through unique 5 step process called 360-degree Wealth Management. This process consists of identifying and prioritizing financial goals, estimating financial goals, aligning resources and optimizing investing.
Pricing starts at only ₹ 15,000.
- Its 1-on-1 consultation
- Discounts on subsequent review of our financial plans
- Review of existing investments – absolutely FREE
Goal Based Investment Plans
Provide investment advice customized to your financial goals. Financial goals may include retirement planning, insurance planning, corpus for child’s education or child’s marriage.
- Detailed Risk Profiling
- Evaluation of goals in monetary terms
- Tailor-made investment plan and portfolio allocation customized to your risk appetite
- Timely fulfilling your financial goals
- Optimal usage of your income while enhancing savings
- Generate better returns from your investments
- Adequacy of required corpus coverage
- Minimal active management
The methodology we adopt for goal based planning consist of 4 stages. This process consists of prioritizing financial goals, estimating financial goals, aligning resources and optimizing investing.
Pricing starts at only ₹ 8,000.
- Its 1-on-1 consultation
- Review of existing investments – absolutely FREE
Debt Counselling
Smartly manage your debts to save your hard earned money by optimizing debt repayment plan
- Optimized debt servicing plan and detailed action plan
- Interest cost saving
- Capital creation for meeting other financial goals
- Free up your collaterals with banks / financial institutions
We use our customized methodology for debt counselling which consist of current state review, budgeting and saving identification, evaluate various alternatives and development of optimal debt repayment plan with detailed action plan.
Pricing starts at only ₹ 10,000
- Its 1-on-1 consultation
- Discounts on subsequent review of our debt servicing plans