FINANCIAL PLANNING

Financial planning is using your money to achieve your life goals.
The life goals could be children’s education, early retirement, your own house, your own car, children’s marriage, starting a business, emergency fund and etc. The need behind the goal based investment planning is that – it should help people achieve their life goals as and when they want.

In investing, having well-defined financial goals help tell you the following:

• How much you need to achieve this goal today?
• How much more will the goal cost in future?
• How much time is left to save and invest for the goal?
• How much you need to invest (regularly or one time) to achieve the goal?

RETIREMENT PLANNING

The process of determining retirement income goals and the actions and decision necessary to achieve these goals is RETIREMENT PLANNING.

• Think Through-Do you have adequate savings to fund your retirement?
• Should you consider purchasing an annuity to provide guaranteed income?
• How should one plan retirement income distributions to minimize the taxes?

WEALTH MANAGEMENT

When money starts working for you and we all know money makes money to enhance further you need the concept of power of compounding and Rupee cost averaging.

TAX PLANNING

Strategy to work around to save your taxes and maxmisie your wealth.

ESTATE PLANNING

The most important part of the financial planning is estate planning, which people usually forget. There is never any specific age to make a will. It’s a plan that how effectively and smoothly your assets will get devolve upon your loved ones post your demise/incapacitation.

INSURANCE PLANNING

We educate and create awareness of the insurance policies available in the market, which will benefit customers at large. Guiding the people in choosing the best suited policy in Health Insurance, life insurance, critical care insurance, Term insurance, pension plan, car insurance, bike insurance and and etc. Understanding the pulse of your requirement, we provide products that are based on your real needs and back them up with service that’s prompt, friendly and caring.

LOANS

We facilitate all kinds of secured and unsecured loans –

• Medical Loan
• Home Loan
• Education Loan
• Loan against Property
• Home Renovation Loan
• Wedding Loan