“FINANCIAL PLANNING IS THE PROCESS OF MEETING LIFE GOALS THROUGH PROPER MANAGEMENT OF FINANCES”
Financial planning provides direction and meaning to one’s financial decisions. We help individual take a “ big picture” look at where he/ she is standing financially, what they may need in future and what they must do to reach their goals.
Serving more than 300 families, in this industry since last 25 years, We follow the process of analysing the client’s information to assess his situation and determine what he must do considering his assets, liabilities, cash flow etc. We dedicate our time to clients and use our expertise in helping them achieve their family’s goals and dreams. We believe in building lifelong relationships with our clients.
“FINANCIAL PLANNING IS THE PROCESS OF MEETING LIFE GOALS THROUGH PROPER MANAGEMENT OF FINANCES”
Financial planning provides direction and meaning to one’s financial decisions. We help individual take a “ big picture” look at where he/ she is standing financially, and advice them on how to achieve their short- and long- term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, we as Financial Planners develop valuable relationships with our clients to provide them with confidence today and a more secure tomorrow.
Serving more than 300 families, in this industry since last 25 years, we follow the process of analysing the client’s information to assess his situation and determine what he must do considering his assets, liabilities, cash flows etc to achieve financial freedom. We dedicate our time to clients and believe in Ethical, competent financial planning, bringing bring together the different parts of a client’s financial life to build a roadmap for the future, helping them maximize their potential for meeting their financial goals.
We offer a variety of services. These services will often be considered in concert with one another. This helps us put together an overall plan that considers all aspects of your current situation and future aspirations.
Our key employees-
- Rahul Shirishkar
- Asawari Kuwlekar
