Why Financial Planning for me?
A Financial Plan helps you achieve your goals. Your budget allows you to plan how and when you want to spend your money. It makes it easier to find ways to save money and to find extra money to get out of debt. It can help you figure out the specific numbers you need to reach your retirement goals.
Goal Based Financial Planning
Child's Education
Child's Marriage
Dream Home
Dream Car
Family Protection
Retirement Planning
Customized Goal
Travel Planning
Planning is bringing the future into present so that you can do some thing about it now.
By ALAN LAKEIN
What our clients say...
Professor, Department of Mechanical Engineering N.I.T
I hereby share my feedback and suggestions regarding your advice and services for the last almost one year, which are as follows:
1. Very firstly, you have provided me Quality Service time to time as far as my short term and long term investments are concerned.
2. Whenever I called you for your kind advice, your response was very prompt and highly effective also.
3. Lastly, my humble suggestion in this concern is simply to have more interaction using online modes and frequent seminars and personal meetings etc .
Thanks a lot for your useful advice and reliable services,
With Kind Regards & Best Wishes,
General Manager ,Glaze Trading India Pvt ltd
“When I approached my investment advisor Mr. Jitendra Pundir, he explained the advantage of starting savings early in life. If one starts saving in early age and continue saving up to retirement one can get a lot of saving. The person who starts saving at a later stage of life gets lesser money. Mr. Pundir insists to follow Swami Vivekanand’s message: “Arise! Awake! Stop not till the goal is reached.” He clearly stated that I must arise and awake early in life by stepping out of laziness and procrastination to get much value in life. I am very thankful to Mr. Jitendra for opening my eyes and better savings.”
Deputy Director, FICCI
“Jitender Pundir ji I have always found your expertise and experience in financial planning very useful. If I have to rate you on a scale of 10, you deserve a 10. Please keep up doing such good work..”
“ I am much more comfortable choosing funds for my investment portfolio after our discussion. I appreciate the extra time you spend answering my questions. The funds you recommended are doing great .”
Station Manager DMRC
“Ever Since I feel too tough to plan my investment strategy. I always Procrastinate and Consequently, In March, I get stuck and buy wrong policy and insurance in hurry. This year I found you and the path showed really made me contented when I search and found the plan is not only the best but you bought me the best plan for these poor market time. Thanks again. Keep it up. .”
Govt Teacher
“I m uptudated about present market scenario by your very valuable information provided. thank you for it. .”