How it works?
Assess, Analyse, Recommend
Understanding you
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Your risk profile
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Your Cash Flow & Finance | Obligation | Assesment
Consultations
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1st call for financial data gathering with our advisor
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2nd call with our qualified financial advisor for a holistic financial plan
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On demand assistance
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Quarterly review of your finances
Financial Wellness Plan
includes
Secured Loan
A secured loan is backed by collateral, like a house or car, reducing the lender's risk and typically offering lower interest rates than unsecured loans.
Unsecured Loan
An unsecured loan is not backed by collateral, relying solely on the borrower's creditworthiness. It usually carries higher interest rates than secured loans.
Cashflow Planning
Ensures a balance between enjoying one's present lifestyle and building a secure financial future through strategic budgeting.
Tax Planning
Focus on choosing the right financial instruments and regime to reduce tax burdens and enhance returns.
Investment Planning
Evaluate your existing investments, diversify across asset classes to mitigate risks, and get guidance tailored to your financial wants and needs.
Will & Estate Planning
Documenting your assets to ensure a seamless transition to your chosen beneficiaries, thereby cementing your legacy.
It’s never too late to
begin your financial planning
Contact Us
Address
208, DDA 5, Janakpuri District Center, New Delhi
Street No 04, Gangour Nagar, Sri Ganganagar - 335001
Contact
Opening Hours
Mon - Fri
10:00 am – 07:00 pm
Saturday
10:00 am – 06:00 pm
​Sunday
10:00 am – 12:00 pm