10 financial mistakes people do

- Forbes Magazine

  • Not saving ENOUGH for retirement when you're employed
  • Misunderstanding credit cards
  • Failing to realize how " Little things" add up
  • Not having a game plan for getting out of debt
  • Not having Life, Financial and Goal Based plan with contingency
  • Not having budget
  • Not having rainy day fund
  • Not having right ratios between income expenses, debt investment portfolio
  • Not maintaining regular DISCIPLINE for planning the future
  • Not taking Professionals advice

Ask Yourself...

  • Do I have enough for retirement?
  • When can I retire?
  • How will I pay for my child's education?
  • Why should I start investing?
  • Am I saving enough?
  • Am I paying more taxes?
  • How can I achieve my financial goals?
  • How can I protect my assets?
  • Should I invest now or wait for stable market?
  • How do I minimize my investment risk?
  • Are my investments beating inflation?
  • Is the stock market too risky?
  • How to investment in a fluctuating market?
  • Is my portfolio diverse enough?

Do you save or Invest?

Savings

  • It is Passive
  • It is Aimless
  • It Enslaves
  • It Demands nothing
  • You Work for Money
  • It is Fear
  • It sees bills and Payments
  • It aims Wealth Preservation

Investing

  • It is Active
  • It is Goal based
  • It Liberates
  • It Demands Planning
  • Money Works for you
  • It is Confidence
  • It sees Dividends and Returns
  • It aims Wealth Creation

No one has ever become rich
simply by saving...
money grows by proper planning
-Warren Buffet

It's not your salary or income
that makes you wealthy...
it's your investments.

Why advisor?

"If you don’t know where you’re going, you’ll probably wind up somewhere else"

He who fails to plan... Plans to fail.

Do You Have Time To Plan?

Typically caught up in our day-to- day work, most of us afford very little time for financial planning.

Moreover, with little access to real time information and lack of ability to interpret, investment decisions just do not feature in our list of priorities.

Creating wealth requires discipline and direction by Financial Planner.

How are the rich different?

Financially successful, people have
been making very
smart financial decisions
all their life

The sooner you start making smart
decisions, the sooner you know
where you want to go, and with a
smart plan you are more likely to
acheive it

What is it that the Rich people do
differently? Most of them hire
smart advisors

Our Process

We help you to take smarter financial decisions by,

  • Clarifying your present situation for you
  • Helping you determine your personal and financial goals
  • Spotting financial problems you may not be aware of
  • Seeing through the clutter to set priorities
  • Identifying and devising best strategies for your situation
  • Helping you to be more objective about products and solutions
  • Providing recommendations and solutions on an ongoing basis
  • Helping you see your financial life in one simple document
  • Simplifying your financial life

An average person makes more than 70 financial decisions in a year, our customers get most of them right.

Know Your Advisor

16 yrs

experience

85 cr

invested

93,000

goals

1,100

clients

One out of every two clients that we add have been referred by an existing client

A financial planner can allow you to enjoy true peace of mind through smart financial life planning – today as well as in the future

A good advisor can turn around your fortunes

Connect with us if you are looking to

  • Get more organized in
    personal finance

  • Make better financial
    decisions

  • Simplify your
    financial life

  • Create and grow
    wealth

Our tools make it easier to manage and grow your money

We make your money work smarter by creating wealth through passive
income stream to enable you to live the life of your dreams

Contact Us