We are financial planners with half a decade of experience in Financial Planning and Portfolio Management.
Our business model ensures we serve our customers by first understanding their financial needs, and then helping them choose the right financial tools from the innumerable financial products available, in order achieve their financial goal.
Myths and Realities
about financial planning
A financial planner charges a lot of money
A good financial planner will develop a saving plan that suits your needs and goals
One needs to be earning 6-7 figure salary a month to be able to save money
It is never too early or late to start planning your finances. The right time is NOW.
A financial planner will not be able to help me because I earn less than 25,000 rupees a month
I can save money only when my salary increases
Insurance is a security, you need to save money beyond what you keep for insurance premiums
I will not get to enjoy my money today if I am going to be investing all of it
With the right kind of financial plan, you can ensure you not only get to enjoy a good standard of living today but that your current lifestyle can be maintained much after you have retired as well.
Working with a financial planner is an investment
Planning finances is a difficult and complex task which I can't understand
You do not have to wait for your salary to increase to save your money, with the right tools, you can start small and build a corpus
Insurance is enough to help me save money
Financial independence is possible if you plan it
