Helping People with Financial Planning & Wealth Management
Complete Solution for your Investments, Insurance & Finance Management
I believe in keeping the Need Analysis at the core of my association and then device purpose based financial solutions & plans. Annual reviews, market reviews and plan optimization is an integral part of my service delivery, that ensures efficiency and maximum returns for my clients.
A Holistic Wealth Aide
Apart from offering tailor-made solutions through Life Insurance & Health Insurance products, I also route my solutions through Mutual funds, Bonds, Fixed Deposits, Non-Convertible Debentures & Secondary Debt Instruments.
I broadly categorize my services as below
Life Insurance
Arranging ‘your’ finances for ‘your family’ so that there is no loss of finance in your absence
Health Insurance
Helping you with a sound financial planning for health-care exigencies so that you don’t end up draining your finances
Investing
Arranging your money to grows by itself, by parking it in an effective & diversified way keeping in mind life goals
NRI Services
Managing & meeting the Financial, Insurance & Investment needs of non-resident Indians
Key Services
I offer comprehensive financial planning & wealth management solutions to my clients across different categories & age-groups
Need Based Investing
Fixed Deposits
Life Insurance
Corporate Insurance
Portfolio Review
Mutual Funds
Retirement Planning
Health Insurance
Portfolio Rebalancing
Let’s start with a Free Consultation
GET IN TOUCH
I’d love to show you various ways in which your Financial Wellness can be improved.
