Jeyvenkatesh RJ, CFP - a Certified Financial Planner CM with over a decade of Experience in Financial Industry. We are a Financial Advice/Planning firm. We work with young professionals, newly wedded couples, New parents, and Business owners who desire more leisure time. We strive to "turn your weekdays into weekends." In our minds, financial freedom is just that, and can be obtained at any age.
We are Tamilnadu's FIRST Neutral Insurance/Investment Advisory Portal. We have been in this industry for the past 12 years, and have worked with almost all the Insurance Providers and Mutual Fund Companies and now we are in tie-up with most of the Health & Life Insurance Companies and Mutual Fund AMCs providers to provide our customers the best suited product and has served around 1000s of satisfied customers.
Compare multiple rates/benefits for Life Insurance, Health Insurance and find the policy that's right for you.
Nowadays, there are variety of policies introduced by various companies from time to time, which suits the individual upon their age, investment criteria, policy term, and policy premium paying term, vesting age, etc. It is not possible for an individual to have a comparison on all the factors from all the companies frequently, so we gather some information from you and we will give the best suggestions that suits your requirements. So please feel free to give your details and we shall get in touch with you for the same.
Financial Planning affects every aspect of personal finance, be it taxation, insurance or achievement of goals. It can cut losses, enhance gains, and avoid the pain and panic of a financial or life stage crisis
A Certified Financial Planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners)
Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following:
We identify whether your primary need is income or growth. This essential classification helps you choose your assets/products in which your investment needs to be. This helps in preventing capital loss and also make sure the fund is available at the stipulated time.
Structured Wealth Management & Accumulation at a transparent price.
We take pride in becoming your thinking partner when it comes to your finances. Financial freedom is an attainable goal and is uniquely customizable between individuals, just like the plans and strategies we develop.