Make your money work as hard as you
Monthly SIP: Rs 10,000
Total Investment: Rs 48 Lacs
At 60: Rs 11.8 Crs
Monthly SIP: Rs 40,000
Total Investment: Rs 96 Lacs
At 60: Rs 4.0 Crs
POWER OF COMPOUNDING
WHAT WE DO ?
WHY US ?
unbiased advice, complete TRANSPARENCY
ACTIVE MONITORING, REBALANCING
One Point Contact
Path to Achieving Financial Goals
Review & Assessment of Existing Portfolio
Consulting & Coaching
Financial Independence Workshops
Yield on Short Term Funds
Workshops on Finance
HOW IT WORKS ?
Continuously monitor your investments and rebalance for any changes in goals
Figure Your Goals
Get to know you, understand your aspirations and concerns and help you define your goals
Execute the Plan
Implement the recommendations after taking you through it and making any changes if required
Develop a Plan
Build a financial strategy to achieve your goals and optimize taxation taking into consideration existing investments as well.
Gather Your Data
Collect all the necessary information, documentation and details of your existing investments