Stop worrying about your investments and start enjoying life. Get a Consulting Session with our Experts and meet your financial goals.
Why you need Financial Planning?
- You want to start making investments but do not know how / where to begin
- You have started your investment journey without a clear plan
- You have made investments but volatile markets have got you foxed
- You have an advisor but need a second independent opinion
- Your advisor has left you in lurch as he / she has moved to a different occupation
- You grown in your investment journey but would like to explore new avenues
Who will benefit?
- Early investors who are starting their investment journey
- Investors who have progressed, however would like to get their portfolio verified by an advisor
- Advised Investors who would like to take a second opinion on the progress being made by their advisors
- Evolved investors who would want to gain knowledge about new products / avenues to diversify their wealth
What do we offer?
We provide you with a Consulting Session with our Experts, who will understand your financial needs, your risk profile and advise you on how to build a investment portfolio that can meet your financial goals within the ambit of your risk profile, income, expenses, assets and liabilities. This is done using financial planning tools and focused discussion depending on the requirement on a case to case basis.
What you will get?
An overview of your current portfolio, listing out of investment goals, need – gap analysis, clear corrective actions with the current portfolio, understanding of your risk taking ability (risk profiling), plan for meeting the investment goal.
A detailed financial plan is also available on additional payment.
Our Expert – Rajender Singh
Our CEO Mr. Rajender Singh is a rank holder CFA from ICFAI (Hyderabad) and PGDBA with 2 decades of experience in financial services, wealth management, private banking, mutual fund, private equity, investment banking and startup & early stage investments. He has managed investments of over 150 ultra – high net worth investors having portfolio of over Rs.300 crores. He was the northern India head for one of the top ranking asset management company globally. And has seen over 50% growth in investment assets within 2019 itself and a trusted advisor of several high net worth investors in NCR.