360° wealth advice
Take control of your wealth
Fulfil your family commitments
360° wealth advice
SEBI regd investment advisor
No: INA000019594
Fee-only financial planning and investment advisory exclusively for armed forces officers and corporate employees.
For a discussion at no cost - "how can we help you?"
We have no Telegram or Whatsapp channels or apps and only contact details listed on this website belong to us.
3 step process to take control of your wealth
Discover
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Sign agreement, complete KYC, and make the payment seamlessly.
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We begin by understanding your financial goals, current situation, and aspirations.
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This involves an introduction call or meeting where we gather essential information to tailor a plan just for you.
Design
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We create a customized financial plan based on your goals, risk tolerance, and timeline.
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We explain the plan clearly and help you take the right investment and protection steps to secure your future.
Grow
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We regularly monitor your progress and review the plan to ensure you stay on track despite market changes or life events.
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You get ongoing advice and periodic updates to adjust your strategy as needed.
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Take control of your wealth and enjoy peace of mind!
Start your guided mutual fund investment journey at less than 3,000/- per quarter*
*For a 25L investment, fee is 2,750/- per quarter
What is wealth?
Financial well-being leading to peace of mind
What is wealth management?
Planning your wealth to achieve a comfortable lifestyle that is free of financial worries
Why 360° wealth advice?
Take Control of your Wealth. Fulfil your Family Commitments
Trust
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SEBI registered investment advisor.
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No conflict of interest - fixed fee services, not commission based advice.
Reliability
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Veteran - high standard work ethics.
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10 years' experience at financial institutions and technology services.
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SEBI registered investment advisor - qualified to provide financial advice
Growth
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Identify goals & ways to achieve them.
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Investments in reliable and high performing mutual funds.
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Consistent plans and handholding.
How we help you
Comprehensive, need based wealth planning across these services
Identifying financial and life goals
I want to buy a house on retirement.
I want to fund my son’s education abroad in 7 years.
I will need to replace my car every 8 years.
Budgeting
How much do I need to save and invest every month to achieve my goals?
How much can I spend every month?
Debt repayment / liability management.
I have a home loan, a car loan and credit card bills and recently received 5 lakh arrears of pay.
Should I repay a loan or invest this bonus?
Investment management
Are my PF and FDs good investments?
How do I invest in MFs?
How much to invest and in what type of MFs?
How much should I invest in PPF, EPF, NPS, REITs, SIFs etc?
How to handle market changes?
Retirement planning
I will need additional money every month over my pension.
My daughter will be getting married after I retire. How can I plan for that?
How can I leave an inheritance for my children?
Insurance planning
Do I need additional life insurance cover over what my employer group insurance gives me?
Till when & how much insurance cover do I need?
Should I take additional health insurance over employer health insurance?
Tax optimization strategies
Where can I invest to optimize tax?
How do I withdraw money from my investments to reduce tax liability?
Estate planning advice
What laws are applicable to me?
What all should I include in my Estate Planning?
How can I make sure my family gets my assets?
Need more details? Contact us
We are here to assist you in achieving your financial goals. Contact us by phone, email, or via our social media channels for personalized financial planning and wealth management services.
We have no Telegram channels or apps and only the contact details listed on this website belong to us.