Beginning of Career / life
Finally on your own making optimum use of your qualifications and hurrying to settle down.
The challenges
Possibility of repaying an education loan.
With heavy work schedule, your financial decisions are based on recommendations from friends, colleagues or media.
The need
Setting the foundation of a financially sound future for yourself and your yet-to-come family?
We can help you make a bright start so that you can look forward to the next stage of life with ease.
To set up a consultation, please click here
Established Career / Settled in life
The challenges
Expenses shoot up drastically with conflicting objectives. Large ticket expenses like a new house, the latest car and vacations also come up together.
The joyful arrival of a child brings higher expenses and one of the working partners might have to stop working.
Shortage of time makes objective decisions difficult, especially when left unforeseen during the previous stage.
Complexity of the situation
Too much noise about financial products result in ad - hoc decisions. Saving for child’s future is an emotional decision and most couples, out of eagerness to do things in a jiffy, end up buying useless products.
Looming EMIs could make things out of hand.
Time during this phase of life does not only run, but flies completely unnoticed.
Our process would help you to get control over your own financial situation with much needed clarity so that you continue your journey with utmost ease, while enjoying your life fully.
To set up a consultation, please click here
At pinnacle of career / Mid-life
Now your experience in your job/profession or business has enhanced both your productivity and earning power enormously. Your social circle too increases many folds.
New and BIGGER challenges
With work-life balance possibly going awry, higher social expenses coupled with children’s high school or college fees, caring for elderly parents, upgrade of cars, house renovation etc. pose newer challenges. A possibility of carrying the baggage of previous stages i.e., delayed planning or having accumulated junk products.
Time is a big constraint for you, and it is here that we simplify things, so that you are able to concentrate on your core activity, i.e. earning money and enjoying life fully.
To set up a consultation, please click here
Preparing for retirement / Pre-retirement
You need assurance that your wealth outlives you but not the opposite.
The key issues during retirement:
Lifestyle
Conflict with other goals - children’s education, marriage, house upgrade etc.
Inappropriate risk to assets
Life expectancy
We will guide you through the puzzle of complex investment products and simplify your journey towards financial freedom.
To set up a consultation, please click here
Towards Financial Freedom?
What would you say to yourself after you retire?
Situation ‘A’
My daydream of stress- free retirement has come true.
I can take up my hobby that stirs up enough passion.
I can now live life on my own terms without working.
I can live comfortably and can even give some money for charity.
I have worked hard to get here and have succeeded.
It took a long time to get here, to climb to a high point.
Situation ‘B’
I’m still compelled to work for money.
I still can’t think of anything but work.
I still have to obey someone.
My pockets are still light.
I still have to work hard.
I’m still creeping.
The obvious answer ‘A’. When you get a feeling of satisfaction about future security, you’ll enjoy your present fully.
We’ll endeavor to ensure that your entire financial journey is full of confidence.
To set up a consultation, please click here
