There is always a 'Good Reason' for not planning your finances, but just take a moment and think. Today, You are busy climbing the ladder of success and realizing your dreams. Ask Yourself...
1. Today, Time is with you but will you be able to continue at the same pace?
2. Will your income be the same forever?
3. Will you be able to live on your own terms even after you retire?
And more important, you have given your family the very best. And there is no reason why they should not get the very best in the future too.
So now you realize there is even a better reason for Financial Planning.
We have travelled on this financial road many time in the past & we know it better than many others. We have seen every road block and stayed on top of every traffic hazard. We have helped people who were taking shortcuts and made them realize highway is a better option in long journey. We will put that experience to work for you and your family.
We will provide you with your own customized Financial Plan, to guide you step-by-step through the zigzag roads of today’s financial landscape. And you won’t be making the journey by yourself. We will be with you at every step of the way.
And with risk-managed investing process, we’ll keep an eye on your speed.
Ever wonder how to view all your investments, goals and their progress on one single dashboard? Now you don't have to wonder any more. This big bonus of ‘Wealth Dashboard' will give you birds eye view on your whole financial system. You'll be excited with this bonus and refer to it, many, many times in the future–as you're moving ahead in your financial journey.
For monitoring & review of financial plan, there is a fee of ₹6000 per year. As part of this Program, you will be entitled to complete one free year worth ₹6000. (Note: Valid for 12 months from the date of sign up).
Financial Life Planning or New Investment Book.
These books that will take you from elementary to advanced knowledge in personal finance. Books are packed with answers and guides about financial planning & investments to learn the concepts of Budgeting, Debt, Insurance, and Investments in very simple way! This comes free for your, worth ₹499.
This is a Limited Period Offer
“Willing to speak the truth...”
The greatest attribute about your service is that you are willing to speak the truth even though it may not be pleasent. You are very forthcoming in telling me without mincing your words that I couldn't afford certain luxuries that I was aiming for with my current level of finances.
“Personalised the approach & plan...”
They did not offer me a single-way of doing things, but personalised the approach & plan to my life circumstances. I was initially apprehensive that I was trusting a stranger with a big chunk of my savings, but have never regretted the decision to make that first call.
Data Collection & detailed Risk Profiling, Data & Goal Setting Discussion.
Financial, Investment & Action Plan - Prepration > Presentation > Implementation
Contnous monitoring of plan & investments + regular reviews & Life Long Relationship.
Financial Planning gives you clarity, provides direction to your Goals & meaning to your Financial Decisions. It makes you disciplined towards your Money & Life..
On its most fundamental level, Planning acts to eliminate your financial fear: what would happen if you become unemployed, become disabled, or passed away?
Planning can’t prevent those things from happening, but it can, within certain tolerances, prevent them from turning into financial disasters.
On the upside, I think planning gives you the best possible chance to grow and protect your earnings and assets so that you can live, as nearly as possible, financially worry-free. And so that you can do the things you want for the people you care about & achieving your goals.
We are doing financial planning & managing investments from a decade but I am not sure I know what “best” means. And I don’t know that “best” is a true test of planning.
I don’t ask my doctor if he’s the “best” at anything. I ask if he can cure me. If I recover, then the doctor was well suited to my needs.
I think same thing applies with financial planning. My basic conviction is that any good plan from an experienced planner that you actually put into effect is better than all the plans that you don’t.
People feel that financial planning is about writing a financial plan, when actually financial plan is just the beginning of financial planning. An excellent analogy for this can be the difference between a wedding (event) and a marriage (life long journey).
Life is dynamic, investment world is dynamic - so financial plan can't be static.
We are following Virtual advice model from day one.
Last year report from global consulting powerhouse McKinsey identified 'Virtual Advice' as the future of Financial Advisory.
Virtual advice should not be confused with a "high-end call center” or "robo". The three core features that define the virtual Financial Planner are:
Great that you are taking responsibility of your finances – this will help you in collaborating with us better.
You may be surprised but even after more than 15 Years experience in the personal finance Industry I have a Financial Planner. Why? Because even I want to have a third person, who without involving EMOTIONS, can look at my financial situation and make suggestions. Even I am advisor to couple of CAs & Financial Planners.
Financial Planner's biggest role is to stand between YOU & THE BIG MISTAKE.
Mutual Fund is a good way to invest your money for long term but it's a small part of the broad services that we provide.
If you think bank's relationship manager can be a trusted advisor - I will suggest you to search "how banks mis-sell in India" on google. Whether you work with us or not - I will suggest you to hire an ethical & efficient planner who can understand your needs better & guide you towards your goals. Be frank - excessive trust on bankers hurt clients.
Bw I don't know if any bank provides quality "Financial Planning" Service.
Get [Clarity & Confidance] or [100% Money back]
We firmly believe the value you receive from our services is much greater than the fee. But in a rare case if you are unsatisfied with our financial planning process you get your 100% money back.
Fill in the below contact form & we will get in touch with you.
If you’re ready for actionable advice for the cost less than your gym membership, then you’ve come to the right place. It’s time to stop making haphazard decisions about your investments and instead talk to us about your goals.
Financial Planning Fees
Indian Residents - ₹14,500
NRI - ₹17,500
First 5 Clients automatically enroll for a surprise from us.
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