Just earning well is not enough to have a well-funded future. People, in general, do not put much effort to include a structure to manage their financial matters, which creates a chaos in one’s finances later in life. To prevent this, one needs Financial Planning.

Financial Planning is for anyone who wants to have proper control over their finances without compromising on fulfilling their goals.

You can invest in Mutual Funds through SIP or Lump Sum.

SIP stands for Systematic Investment Plan. It is an investment plan through which an investor can invest small amounts periodically

Equity Linked Savings Schemes are Tax saving schemes or funds, which have a lock-in period of 3 years and investments in these funds are eligible for tax deduction u/s 80C.

Term insurance policy is a protection plan that provides financial security to the family in your absence, whereas, endowment insurance policy is an investment plan where you get returns after policy maturity. Term plan gives the sum assured to the family of the insurer after the insurer’s demise whereas endowment plans offer you protection with returns after a period of time regardless your presence or absence.

Yes! You can opt coverage for self, spouse, children, dependent parents, parents-in-law if your policy allows. 

Material Facts should be clearly stated while getting a policy because when the family of the policyholder puts in a death claim on his demise there is a chance of rejection if the insurance company finds some necessary facts have been hidden at the time of application.

We offer you professional expertise in financial planning. We help you to avoid investment mistakes and provide you with optimal solutions so you reach your financial goals timely.