Financial Planning

"Remember, buying something is not the problem. The problem comes when we believe, for that moment, that the object we’re buying is going to make us happy."
- Celso Cukierkorn, Secrets of Jewish Wealth Revealed!

The same is true with all financial products, be it Insurance, Mutual Funds, FD’s or new age funds like NCD, Real Estate Funds, PMS Etc. All sellers are sweet talkers & make us believe that the product they are offering is "the best" & offers "the best" ;)

The realisation on being "the best" comes not now, but later or after a few years, and by then one has lost track of everything, from the person who sold it, to company policies & various regulations.

We have a simple philosophy when it comes to investments. We don't get into selling Insurance or Mutual Funds or any financial products when we meet any customer. Our products are based on technology & advisory platform services, where once subscribed:

  • We first integrate your data
  • We offer you analysis based on multiple analytical tools
  • & finally you decide on your investments, based on analysis & our advice
Subscription Plans (Including Service Tax)   Yearly




Individual / Family Cash Flow analysis

Personal Budgeting

Investment Planning

Retirement Planning

Insurance Advisory

Net worth Estimation

Estate Planning advisory

**( Required Capital is 1 Lac to 1.5 Lac) SUBSCRIBE
    NOW !


For more information, Missed call us on

+91 8828879415(it's Free!)