COMPREHENSIVE FINANCIAL PLANNING
Doing investments without proper planning is like hiring a cab and asking the
driver to drive with out telling him your destination.
If you follow this practice it will cost you valuable time and money.
Hence one should consider his liabilities, goals and dreams to make a financial
plan which takes best care of his financial life.
CHILD'S HIGHER EDUCATION
Every child has a dream to follow a career of his choice. But there is a cost attached to this dream .
As a parent ask yourself are you prepared enough to bear the future cost of that dream?
CHILD MARRIAGE
Every parent wants to give the best of everything to their child and marriage
is one of the most important occasion in the family.
Choose an investment strategy which takes care of this important goal.
RETIREMENT PLANNING
Generally most of the people work for 30years and live for another 30
years as their retired life. All of your active life you have worked hard and lived life on your terms. Now you need to ask yourself are you investing enough to take care of
your future expenses and also long time unfulfilled dreams?
HOME PURCHASE
One of the biggest aim of our life is to buy that DREAM HOUSE.But you need to prepare and
plan well in advance how much you need to invest and what will be the budget.
You will also have to consider other important aspects befor buying this major purchase?
Debt Planning
One of the most important aspect of a financial planning is you debt planning.
Do not take any loan for your wants. Loan should be taken only for important needs like HOME LOAN. When you take a loan you are actually committing your future income to pay
this liability. One must a specialist before taking any loan.
Risk Planniing
One must start investment only after taking care of his protection needs. Adequate LIFE INSURANCE must be taken to protect the income of family. One must have health insurance to take care of any health realted emergency in family.
One must have 6-12 months of monthly expenses in Contingency fund to take care of the family in emergency situations
Why Us ?
We do not work for any insurance company, Bank or any mutual fund company. We work for you. For
us it's your goals and financial life which is prime. We are committed to a
long term relationship with you by giving our best advice for creating a big wealth for you.