5 Steps
You can't know where you are going until you know where you have been. We try to understand what your version of financial planning considering your financial history is. After comprehending the investing pattern, we suggest some alternatives for insurance and investment. This 1-2-1 dialogue with the clients forms the foundation of our financial portfolio planning. We than work closely like a team with our clients nudging them from time to time so that they stay focused on their path of achieving their financial goals.
Take control of your finances, take charge of your life, NOW!
Education
True education is respecting our roots and ensuring wings for the future of children
"A child without education is like bird without wings"
The inflation rate in the education sector is much higher than in any other sector in India and thus it is very important that you plan it well right from the beginning so that you give your children the very best. If you start saving when they are just born, you get about 13- 14 years to save. It helps you gather large sums comfortably if planned with perfection and followed with discipline. Your investment slowly starts growing over a long period of time due to the power of compounding. For eg : if you target 25 lakhs, if you start as soon as the child is born it would be Rs 5000/- per month. If you wait for 6 years, you need to invest Rs 9000/- to reach the target. If you wait for 9 years the amount shoots to Rs 23,000/- So if you delay planning for child education, you not only increase the monthly amount but reduces your ability to take any risk in it.
Today is the perfect day, this is the perfect time. Act now, gift your child the highest gift a parent can give, the power of education.
We have a range of education plan options perfectly tailor made to suit your needs.
Marriage
Indian weddings are a grand affair, make sure your party leaves sweet memories of celebration, not nightmares of debt.
"Love is love, but marriage is an investment"
An appropriate investment in the marriage plan will make sure you are out of any kind of debt after it. We make sure your life goes on as usual after the lavish wedding. We do not want you to celebrate burning a hole in your pocket. Though the exact age of marriage and expenses can’t be ascertained to perfection, however, one can always refer to general expenses incurred on marriage and create a fund that may support Child's Marriage in future.
Today is the perfect day, this is the perfect time. Act now! Make the most special day of your child, the most memorable too!
We have a range marriage plan options perfectly tailor made to suit your needs.
Retirement
When you stop living at work and start working at living
"If you buy things you do not need, soon you will have to sell things you need"
Retirement planning is beyond numbers. It has more to do with what an individual will do after retirement considering that it's a big change, both financially and emotionally. All in all, retirement planning is a long process. The earlier it is started, the better it is. When you are young, your risk-taking capacity is high, which allows you to earn a higher rate of return. This is the time when you can start building a corpus for life after retirement.
Today is the perfect day, this is the perfect time. Act now! Make the golden years of your life, secure and joyful.
We have a range of retirement plan options perfectly tailor made to suit your needs.
Travel
Travel brings power and love back in your life.
"Now or Never"
Travel gives you a break from routine. It gives you time to rethink, ideate, observe and learn new things - culture, food, history. It gives you time to nuture your relationships. Share joyous moments with them and create memories that last a lifetime. If you always wait to settle before you travel, you are missing the best years of your life without enjoying. Make sure you get the much needed breaks from your hectic schedules to enjoy the beauty of life and warmth of relationships.
Today is the perfect day, this is the perfect time. Act now. Gift a travel plan to yourself and your family.
We have a range of travel plan options perfectly tailor made to suit your needs.
