FINANCIAL PLANNING

Do you like to have a comprehensive plan to safe-guard your financial future?

Financial Planning is not about selling financial products. It is about creating a roadmap leading to financial independence. We can help you!

Saving enough for your retirement years: by identifying your retirement needs, analyzing your current assets and future income sources, measuring the gaps, and identifying the best possible way to save for retirement considering your financial situation and risk tolerance.

Saving enough for your child’s college education: by calculating the estimated future value of the cost of college education. We take into account the present funds earmarked for this goal and estimate the deficit. We suggest measures and strategies to plug this deficit.

Taking optimum protection for your family: by analysing your family’s need in case of your untimely demise. We will check your current insurance covers and calculate if there is any gap. We will suggest the most suitable and optimally priced risk cover products for you.

Achieve your investment goals: by identifying the steps needed to optimise your investment returns based on your risk profile.A financial plan’s real value emerges with its proper implementation. Let us assist you attain financial freedom by requesting a Free Consultation below.

 

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CLIENT SPEAK

  • I must convey that they are very much devoted with their work. They chase and liaison with the concerned department meticulously. At the end they are meant for results not for gossip or story-making. Regards

    Dr. Anup Kumar Ghosh.
    (Director, S.D. College of Management, Panipat)
  • Found the investment advice and EPF services very useful.

    CA Purnojit Chatterjee.
    (Manager Business Planning, Shell, Chennai)

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