Financial Planning

Financial Planning is a scientific process to ensure that right amount of money is available at right time to fulfill all the financial goals of an individual. The Financial Planning process consists of several steps that help you take a "snap shot" of where you are today and what you need to do financially to accomplish your goals. A good financial Planning takes into clear view of Income, Expenses, Assets, Liability, Investments, Cashflow, Networth and Goals of an Individual.

Why?

Current and Competency. Certified Financial PlanningCM (CFPCM) is the highest global standard in Personal Finance arena. Certified Financial PlannerCM (CFPCM) shall help you formulate realistic, unbiased, and holistic Personal Financial Plan. He shall help you understand and control your financial destiny, regardless of how complex or unique your financial circumstances may be. We help you achieve your Financial Goals through a CFP.

What You Get

You will get the guidance of a Financial Planner to achieve your financial goals short term or long term irrespective of your current financial position.

Bring all your finances together and give a clear picture
Keep your entire financial house in order
Mitigate financial loss against unforeseen life/health/asset emergency events.
Spread your investments according to your financial goals & Risk Profile
Maximising post-tax returns on your investments
Reduce your tax obligation
Make informed decisions about your money.

Our Chief Financial Advisor

Abubakr Siddique A.G

Abubakr Siddique, a SEBI Registered Investment Adviser (RiA) having 12+ years of experience in entire sphere of financial services. Equipped with Masters in Psychology and Certification in Financial Planning (CFP), his expertise is in understanding people and their money behaviour.