Make your money work as hard as you

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Priya, 20

Monthly SIP: Rs 10,000

Total Investment: Rs 48 Lacs

At 60: Rs 11.8 Crs

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Rahul, 30

Monthly SIP: Rs 20,000

Total Investment: Rs 72 Lacs

At 60: Rs 7.0 Crs

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Kavita, 40

Monthly SIP: Rs 40,000

Total Investment: Rs 96 Lacs

At 60: Rs 4.0 Crs

POWER OF COMPOUNDING

WHAT WE DO ?

INDIVIDUALS

Path to Achieving Financial Goals

Review & Assessment of Existing Portfolio

Consulting & Coaching

Financial Independence Workshops

cORPORATES

Yield on Short Term Funds

Workshops on Finance

TOOLS

GOAL & RETIREMENT CALCULATOR

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Corporates

Individuals

WHY US ?

Holistic
360° VIEW
yOUR PLAN,
UNIQUE TO YOU
unbiased advice, complete TRANSPARENCY
ACTIVE MONITORING, REBALANCING
GOAL BASED APPROACH
One Point Contact

HOW IT WORKS ?

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Monitor Progress

Continuously monitor your investments and rebalance for any changes in goals

YOU

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Figure Your Goals

Get to know you, understand your aspirations and concerns and help you define your goals

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Execute the Plan

Implement the recommendations after taking you through it and making any changes if required

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Develop a Plan

Build a financial strategy to achieve your goals and optimize taxation taking into consideration existing investments as well.

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Gather Your Data

Collect all the necessary information, documentation and details of your existing investments

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