Financial Planning helps you achieve your life’s important financial goals and reduces the money related uncertainties.
Our services span across goals-based planning, investment management, risk advisory, tax, succession planning and specific need-based planning.
“Investing is simple but not easy”. It is the implementation of the simple things consistently and with discipline under all market conditions, which makes all the critical difference.
Our core advantage lies in the disciplined and consistent execution of these ‘simple’ things and doing them well.
Financial Literacy Program
As per a recent report by SEBI, only 27% of the Indian population is financially literate. Financial literacy refers to the ability to effectively manage financial skills, including personal finance management, budgeting and investing.
The ultimate aim of this program is to learn about personal finance in simple and actionable manner.
We provide specific need based financial planning services: –
- Specific Goal Based Planning
- Second Opinion or Review of Existing Financial Plan
- Tax Advisory on Investments
- Review of Existing Insurance Policies
- Direct Stock Portfolio Creation
Ms. Kanchan Bamrara
Chartered Financial Analyst from CFA Institute, USA | CFP from FPSB India | B.Com from Delhi University
More than 10 years of experience in the area of financial planning, investment advisory, tax, succession planning, portfolio management and financial market research.
About CFA and CFP
A Chartered Financial Analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, USA. It is one of the highest distinctions in the investment management profession.
The Certified Financial Planner (CFP CM) credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
Our Financial Planning Process
1. Data Analysis
Analysing your financial data and understand current financial position.
2. Risk Analysis
Assessing your ability and willingness to take risk.
3. Asset Allocation
Choosing an optimal asset allocation based on your risk profile.
4. Goals Mapping
Mapping your financial goals with your existing resources.
5. Portfolio Creation
Creating portfolio with the help of asset allocation chosen and financial goals.
The next step is to execute your plan on your own or with us.
Globally Recognized Education
Well Researched Investment Portfolio
Unbiased and Client Centric Advisory
Focus on Risk Management