Helping you stay
one step ahead
Insurance is not only about having many policies its more about having the right one. The one which will ensure your family happiness even when you are not there. Choosing it wisely is very important.
Once you have enough money to take care of emergencies, you should start investing your money. It includes risk proﬁling, creation of investment portfolio, assets allocation, creation of wealth and balance. It is done to increase your ﬁnancial resources.
It should be done as soon as the child is born. However, it is never too late. It is generally done to secure your child’s education and marriage. The expenses are rising everyday whether education on marriage and a deﬁned strategy will help achieve goals.
It is done to reduce tax liabilities. By calculating gross annual income and calculating taxes payable and then minimizing taxes by choosing right tax saving schemes and right investment mix is needed. It also takes care of Capital Gain Tax.
Protecting you and your loved ones against potentially devastating, unforeseen events is at the foundation of any sound ﬁnancial plan.
Questions need an answer. This help you understand terminologies and be comfortable with the same.
Home Loan, Personal Loan, Credit Card, Overdrafts, Vehicle loan, Business loan, Mortgages etc are very common today. I oﬀer you solutions to synchronise repayments and solutions to manage the quantum of Debt.
It says that your working period is almost equal to your retirement period. Retirement planning is done to secure life after retirement by managing funds for needs post retirement and maintaining standard of living.
Cash Flow & Budget Planning
Advise on how to manage money and not let money manage you. Analyse your cash ﬂow and uncover funds for suitable investments.
Jai Ganesh Vision, B Wing, BR-2, Office No. 319, Third floor, next to Inox Theatre, Akurdi, Pune 411035, India
+91 99606 24271