Personal Financial Planning


While we agree that every individual has unique set of goals, the common ingredient in all the goals is MONEY. Whether it is a foreign trip to Bali or Switzerland; whether it is for higher education of self or the child; whether marriage, honeymoon or retirement – it can only be fulfilled if you have enough moolah!

We do away with the traditional goal based investing as we understand that it starts with a set of assumptions and often ends up in an inefficient way of managing wealth.

Our approach to financial planning is to eliminate the assumptions and work purely on wealth creation. We combine the three key ingredients – savings, time horizon and discipline using our expertise to give you a perfect outcome – enough money to fulfill your life goals and more.

We provide our clients with a comprehensive financial plan and equip them to understand the nuances of the same as we stand by with our philosophy – empowering investors.


Online Investment and Tracking

‘I don’t have time’ is the common phrase we come across these days. Well, if you would still have time for something after ten hours of work and four hours of traffic, you would be God or Rajanikant!

We understand this constraint and at the same time we do not want our clients not to be in control of their investments. So we provide online investing and tracking services to all our clients. Whether it is investing in a mutual fund, equity or fixed deposits or it is buying / renewing a life or a health insurance – it can all be done through the smartphones using an app or a website. And yes, it is completely safe and secure.

Corporate Training and Workshops

The lure of making a quick-buck, coupled with inadequate knowledge about financial markets usually leads many of us to take not so smart decisions around our hard-earned money. Most of us invest on the basis of limited information from our friends, family or colleagues, thereby falling prey to schemes promising extraordinary returns with in short period of time. These usually lead to irrecoverable losses and disheartened spirits, as the impact is not on one person, but the entire family.

Our workshops aim to improve your investment-quotient. We intend to sensitize the ‘Aam Investor’ about giving complete thought to their investment goal and choosing the right investment product for the same. We use real examples and real data in our sessions to avoid creating any unrealistic impressions among the participants.

All our sessions are interactive and are conducted by experienced and passionate facilitators from the field of financial services.

Our introductory two-hour workshop comes to you absolutely FREE!! All we need is around 30 – 60 participants and a room in your office where we can conduct this session and of course – TWO HOURS!!