Your Trusted Partner For All Financial Needs
Increasing longevity and absence of any social security system, makes retirement planning utmost important to all of us in India. We help you in creating decent retirement fund to ensure quality of life for your golden years. Pension policies may not be the ideal product for retirement planning.
Fixed deposit is one the most safe investments but it is not the most tax efficient option. We help you in reducing your tax burden by suggesting tax friendly investment options as per the tax laws.
Higher Education Planning
The cost of an MBA which cost 20 Lacs now can be around 63 Lacs after 15 years with 8% inflation. We will help you in planning for this to ensure that your child is getting the best possible higher education. Children policies may not be the best option for this.
Marriage Expense Planning
All of us have big dreams regarding marriage of our children. We help you in ensuring that you have enough money for this goal at the right time by investing in the right instruments.
Melvin is an amazing financial advisor. He suggests the right avenues for investments specific to the goals and risk appetite of the person. He is able to suggest a holistic plan for the entire family. Earlier I was never aware of the importance of financial planning.