Master Your Financial Future

A long leap necessesitates understanding your current level of preparation & where you stand today.

This is exactly what we do in Financial Fitness Evaluation. An objective assessment of your

• Current Income
• Expenses,
• Asset distribution,
• Financial ratios,
• Insurance based on your Human Life Value,
• Retirement corpus needed
• High level immediate recommendations

"Setting goals is the first step in turning the invisible into the visible." - Tony Robbins

Without a target in place we are soon to be lost in the money rat race. Whats worst this race has no end!

Hence in this phase we analyze your cashflow & how can they be better channelized to achieve your target. 

We set realistic targets based on your cashflow, current income & expected income that gives a meaningful motivation to achieve them. And yes, targets need to be reviewed yearly if they still are valid.

Once we have been through a detailed financial planning process, we advise you to invest your hard-earned money. Your money remains with you and the investments are done by you as per our recommendations.

We aim to create a diversified investment portfolio rather than random SIPs. We consider our clients' risk-return parameters as we make investment recommendations, which gives structure to your investments.

Investments include an appropriate mix of debt & equity. The asset allocation between debt & equity is decided based on your financial goals.