About
I am a SEBI Registered Investment Advisor & Fee-only Financial Planner based in Bangalore. Besides, I am a CFP practitioner. I have served 50+ clients across India and overseas so far.
I provide unbiased, conflict-free personal financial planning & investment advisory that focuses on the best interests of a client.
Though I am based out of Bangalore, in today's well-connected world, I can serve clients from Chennai, Mumbai, Hyderabad, Delhi, Kolkata, Pondicherry, Pune, Coimbatore, Mysore, Madurai, or from any parts of India or abroad.
What is Financial Planning?
Financial planning helps you have adequate money to meet your financial goals at various stages in life. Life goals can include buying a house, saving for child’s education or marriage , starting a business or planning for your retirement.
As the saying goes, failing to plan is planning to fail. No man ever takes a trip to a place he has never been without a road map or directions. A financial plan lays the road map towards your dreams and desires in your financial journey. A good financial plan guides you reach your destination in a disciplined way without much hassles.
Benefits of Financial Plan
- Financial plan helps you to understand what’s important to you in life and why. The plan helps you quantify the life goals like retirement planning and ways to achieve the same down the line.
- Financial planning helps you assess current position in relation to the life goals. Moving closer to life goals makes them feel secure in financial life.
- Financial plan gives you the direction and meaning to your financial decisions.It makes you understand that how each financial decision affects other areas of finances, its consequences on other aspects of your financial matters. A good plan prompt you take holistic view of your finances.
- You may not always know what the future will hold. No matter how hard we try, you cannot really predict what is in store for us in the times to come. But with sound financial planning you can breathe easy.Thus, being financially prepared for such exigencies makes life much easier.
Fee only financial planner
Why do you need A Financial Plan?
SYSTEMATIC SAVINGS
SYSTEMATIC SAVINGS
SYSTEMATIC SAVINGS
DEBT MANAGEMENT
SYSTEMATIC SAVINGS
SYSTEMATIC SAVINGS
RISK MANAGEMENT
SYSTEMATIC SAVINGS
WEALTH MANAGEMENT
WEALTH MANAGEMENT
GOAL BASED INVESTING
WEALTH MANAGEMENT
TAX PLANNING
GOAL BASED INVESTING
GOAL BASED INVESTING
GOAL BASED INVESTING
GOAL BASED INVESTING
GOAL BASED INVESTING
Benefits of Financial Plan
Road Map for Life Goals
Sense of Control and Security
Road Map for Life Goals
Clarity on Life Goals
Sense of Control and Security
Road Map for Life Goals
Sense of Control and Security
Sense of Control and Security
Sense of Control and Security
Better Decisions
Better Decisions
Sense of Control and Security
Wealth Building
Better Decisions
Wealth Building
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