WHO WE ARE

"AMFI-Registered Mutual Fund Distributor"

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WHO WE ARE

We are a goal based financial planner. 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 professionals. We have been in this industry for the past 14 years.

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We 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 with the best-suited product and has served around 1000s of satisfied customers.

Nowadays, there are a 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 suit your requirements. So please feel free to give your details and we shall get in touch with you for the same.

What We Do

We make a roadmap for your Family's Financial Goals as per your Requirement and Plan to make it realistic, time boud and achievable and Review and Rebalance it once in a year or when a need arises.

This grow Your Money & Create Wealth for you and your Family.

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We Are The Only Personal Finance Professionals - Working Towards The Client's Needs.

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 :


Risk Management and Insurance Services:-
Managing cash flow risks through sound risk management and insurance techniques.

Investment Services:-
Analyzing, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflation.

Retirement Preparedness:-
Analyzing to ensure financial independence at retirement including PPF, Pension, Gratuity benefits, etc.

Tax Saving Coaching:-
Continuous Coaching for the reduction of tax liabilities and the freeing-up of cash flows for other purposes.

Estate Planning:-
Planning for the creation, accumulation, conservation and distribution of assets to our dear and near ones.

Cash Flow and Liability Management:-
Maintaining and enhancing personal cash flows through debt and lifestyle management.

Debt Free /EMI Free Life:-
Reducing your EMIs and Leading a EMI Free Life by reducing your Debts.

The Single Parent:-
Perhaps you relied on a spouse or a partner for financial assistance and investment management advice, but now you’re alone. You have limited experience and doubts about who will place your interests first. You are eager for trusted, easy-to-understand advice and clear guidance as you adjust.

Vacation Planning:-
Plan for your annual vacations financially without acquiring new debt for your vacations.

Important Note:-
Each and every Individual's Financial Planning is unique as like their Needs and Wants are Unique. So never copy a planning of your Friend or Sibling, it is like taking Over the Counter Medication for your health problems without knowing the reason for your problem and procuring proper treatment.

We believe that each individual should invest as per his/her financial goals. Financial goals can be same of all but not the horizon and the risk appetite. It may differ from individual to individual and so one should not invest where their friends, neighbors, colleagues or others are investing, thus financial lessons are important.

Goal-Based Investing:-
Goal-based investing is a relatively new approach to Wealth Management/Financial Planning that emphasizes investing with the Objective of attaining specific life goals. Goal-based investing (GBI) involves measuring their progress towards specific life goals, such as saving for children's education or building a retirement nest egg, rather than focusing on generating the highest possible portfolio return or beating the market.

Essentials of Need Analysis:-
Everyone likes a good bargain, but we do not always benefit from what seemed like a bargain. We figure out much later that we did not use what we had bought. Investing, like most other activities in life, should be primarily based on our own needs.

How We Can Help You

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.