Financial Coaching

Legal Expert on Estate Planning

Financial Planning

• Setting financial goals
• Chalking the path from where you are to where you need to go
• Identifying gaps
• Finding resources
• Aligning the mindset
• Leveraging on relationships to achieve money goals
• Handholding on the path to financial wellness

• Estate Planning & Wills
• Divorce settlements thru’ mutual consent
• Negotiations & Contracts,
• Legal Documentation and Advisory Services
• Cheque Bouncing Cases
• Claims for damages
• Drafting of legal notices
• Vetting of legal documents
• Debt Recovery

• IIMI graduate, Certified Financial Planner, Guest Faculty and Senior Banking, Finance & Investment Professional
• Expertise in Banking, Finance, Economics, Marketing and Wealth Management
• Empaneled Council Member/Consultant/Advisor with Global

Financial Planning

• Life insurance needs analysis
• Goal-setting and investment solutions
• Risk Management – general insurance for Health, accident and property
• Capital Gains calculations, Advance Tax for individuals

Mutual Fund Distribution

• Distribution of Financial Products
• Investment Education
• Mentoring
• Wo-mentoring
• Fin-mentoring
• Manas-Mentoring
• Sales Training
• Presentation Skills
• Corporate Dressing

Financial

Certified Financial Planner

• Designing and Execution of Investment Strategies in Mutual Funds 
• Advanced Asset Allocation and Rebalancing for Wealth Creation and Wealth Protection
• Retirement Planning – Bucket Strategy

SEBI Registered Investment Advisor

Financial

SEBI Registered Investment Advisor

• Financial & Retirement Planning
• Portfolio Review & Construction
• Mutual Funds
• Investment Research

• Home Loans
• Life Insurance
• Term Insurance
• Vehicle Insurance
• Factory & Godown Insurance
• Home & Showroom Insurance
• Mutual Funds

• Online Financial Planning &Wealth Management
• Comprehensive Financial Plans, for native individuals & NRIs. 
• India’s leading Online (Virtual) Financial Planners & Wealth Managers. 
• Wealth managers to corporate & individuals to help with goal based investments portfolios. 
• Wealth Creation, Wealth Management & Wealth Transfer of our clients